NorthWestern Energy
288 hedge funds and large institutions have $3.45B invested in NorthWestern Energy in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 91 increasing their positions, 100 reducing their positions, and 25 closing their positions.
100% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 25
18% more capital invested
Capital invested by funds: $2.93B → $3.45B (+$523M)
10% more funds holding
Funds holding: 263 → 288 (+25)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.71% less ownership
Funds ownership: 97.97% → 97.26% (-0.71%)
9% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$29.4M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$18.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$33.3M |
| 2 |
JP Morgan Chase
New York
|
-$19.4M |
| 3 |
TA
Teachers Advisors
New York
|
-$16M |
| 4 |
Morgan Stanley
New York
|
-$15M |
| 5 |
Renaissance Technologies
New York
|
-$13.7M |
NWE Hedge Fund Activity: Q1 2019 in Review
288 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2019, worth a combined $3.45B — up 18% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new NWE positions and 25 closed out — a net gain of 25 holders — while 91 added to existing stakes and 100 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $29.4M. The largest seller was American Century Companies, cutting an estimated $33.3M.
- 288 institutional investors held NorthWestern Energy (NWE) as of Q1 2019, up from 263 in Q4 2018.
- Funds reported $3.45B of NorthWestern Energy stock for Q1 2019, up 18% quarter-over-quarter.
- 50 funds opened new NorthWestern Energy positions in Q1 2019 and 25 closed out, a net change of +25 holders.
- The largest NorthWestern Energy buyer in Q1 2019 was Westwood Holdings Group, an estimated $29.4M added.
- The largest NorthWestern Energy seller in Q1 2019 was American Century Companies, an estimated $33.3M sold.
Based on aggregated 13F filings for Q1 2019.