NorthWestern Energy
298 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 98 reducing their positions, and 37 closing their positions.
290% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $626K
27% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 98
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 96.19% → 95.97% (-0.22%)
2% less capital invested
Capital invested by funds: $3B → $2.95B (-$56.3M)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
2% less funds holding
Funds holding: 304 → 298 (-6)
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$15.9M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$5.76M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$5.35M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$4.28M |
| 5 |
Goldman Sachs
New York
|
+$3.22M |
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$26.3M |
| 2 |
AIG
American International Group
New York
|
-$5.65M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$5.6M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$4.32M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$4.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFS
326
Ifrah Financial Services
Little Rock,
Arkansas
| – | -$202K | -3,971 | Closed |
|
327
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$201K | -3,942 | Closed |
|
|
MLICM
328
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$164K | -3,225 | Closed |
|
|
C
329
Covestor
London,
United Kingdom
| – | -$137K | -2,717 | -100% |
|
|
QT
330
Quantbot Technologies
New York
| – | -$85K | -1,668 | Closed |
|
|
EC
331
EntryPoint Capital
New York
| – | -$33.1K | -650 | Closed |
|
|
AF
332
Advisornet Financial
Minnetonka,
Minnesota
| – | -$2.09K | -41 | Closed |
|
333
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.73K | -34 | Closed |
|
|
A
334
AlphaQuest
New York
| – | -$1.12K | -22 | Closed |
|
|
S
335
Sachetta
Lynnfield,
Massachusetts
| – | -$713 | -14 | Closed |
|
NWE Hedge Fund Activity: Q2 2024 in Review
298 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2024, worth a combined $2.95B — down 1.9% from $3B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of NWE and 35 opened new positions — a net loss of 2 holders — while 98 trimmed existing stakes and 124 added.
The largest buyer was Neuberger Berman Group, adding an estimated $15.9M. The largest seller was JP Morgan Chase, cutting an estimated $26.3M.
- 298 institutional investors held NorthWestern Energy (NWE) as of Q2 2024, down from 304 in Q1 2024.
- Funds reported $2.95B of NorthWestern Energy stock for Q2 2024, down 1.9% quarter-over-quarter.
- 35 funds opened new NorthWestern Energy positions in Q2 2024 and 37 closed out, a net change of -2 holders.
- The largest NorthWestern Energy buyer in Q2 2024 was Neuberger Berman Group, an estimated $15.9M added.
- The largest NorthWestern Energy seller in Q2 2024 was JP Morgan Chase, an estimated $26.3M sold.
Based on aggregated 13F filings for Q2 2024.