NorthWestern Energy
278 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.
305% more call options, than puts
Call options by funds: $1.11M | Put options by funds: $275K
16% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 37
8% more capital invested
Capital invested by funds: $2.85B → $3.07B (+$223M)
1% more funds holding
Funds holding: 274 → 278 (+4)
4% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 97
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.17% less ownership
Funds ownership: 98.81% → 98.63% (-0.17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$28.9M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$28.1M |
| 3 |
Neuberger Berman Group
New York
|
+$21.9M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$17M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$50.7M |
| 2 |
JP Morgan Chase
New York
|
-$21.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.5M |
| 4 |
Renaissance Technologies
New York
|
-$11.8M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$5.74M |
NWE Hedge Fund Activity: Q4 2023 in Review
278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2023, worth a combined $3.07B — up 7.8% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new NWE positions and 37 closed out — a net gain of 6 holders — while 101 added to existing stakes and 97 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.7M.
- 278 institutional investors held NorthWestern Energy (NWE) as of Q4 2023, up from 274 in Q3 2023.
- Funds reported $3.07B of NorthWestern Energy stock for Q4 2023, up 7.8% quarter-over-quarter.
- 43 funds opened new NorthWestern Energy positions in Q4 2023 and 37 closed out, a net change of +6 holders.
- The largest NorthWestern Energy buyer in Q4 2023 was Morgan Stanley, an estimated $28.9M added.
- The largest NorthWestern Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $50.7M sold.
Based on aggregated 13F filings for Q4 2023.