NorthWestern Energy
NWE
280 hedge funds and large institutions have $3.36B invested in NorthWestern Energy in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 24 closing their positions.
503% more call options, than puts
Call options by funds: $1.78M | Put options by funds: $295K
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
10% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 97
1% more funds holding
Funds holding: 276 → 280 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.7% less ownership
Funds ownership: 106.2% → 105.5% (-0.7%)
1% less capital invested
Capital invested by funds: $3.41B → $3.36B (-$46.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$17.4M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$13.2M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$12.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.69M |
| 5 |
Renaissance Technologies
New York
|
+$5.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$16.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$13.4M |
| 3 |
First Manhattan
New York
|
-$11.3M |
| 4 |
JP Morgan Chase
New York
|
-$8.77M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
-$8.63M |
NWE Hedge Fund Activity: Q2 2022 in Review
280 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2022, worth a combined $3.36B — down 1.4% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new NWE positions and 24 closed out — a net gain of 8 holders — while 107 added to existing stakes and 97 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $17.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.5M.
- 280 institutional investors held NorthWestern Energy (NWE) as of Q2 2022, up from 276 in Q1 2022.
- Funds reported $3.36B of NorthWestern Energy stock for Q2 2022, down 1.4% quarter-over-quarter.
- 32 funds opened new NorthWestern Energy positions in Q2 2022 and 24 closed out, a net change of +8 holders.
- The largest NorthWestern Energy buyer in Q2 2022 was Lazard Asset Management, an estimated $17.4M added.
- The largest NorthWestern Energy seller in Q2 2022 was T. Rowe Price Associates, an estimated $16.5M sold.
Based on aggregated 13F filings for Q2 2022.