NorthWestern Energy
203 hedge funds and large institutions have $2.63B invested in NorthWestern Energy in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 17 closing their positions.
1,718% more call options, than puts
Call options by funds: $2.05M | Put options by funds: $113K
124% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 17
49% more capital invested
Capital invested by funds: $1.76B → $2.63B (+$868M)
36% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 61
7% more funds holding
Funds holding: 189 → 203 (+14)
1.98% more ownership
Funds ownership: 99.23% → 101.21% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$170M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$53.3M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$36.7M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$31.4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$14.7M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$11.9M |
| 3 |
BNP Paribas Asset Management
Paris,
France
|
-$4.66M |
| 4 |
WI
WHV Investments
San Francisco,
California
|
-$4.55M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$3.23M |
NWE Hedge Fund Activity: Q4 2014 in Review
203 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2014, worth a combined $2.63B — up 49% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NWE positions and 17 closed out — a net gain of 21 holders — while 83 added to existing stakes and 61 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $170M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $14.7M.
- 203 institutional investors held NorthWestern Energy (NWE) as of Q4 2014, up from 189 in Q3 2014.
- Funds reported $2.63B of NorthWestern Energy stock for Q4 2014, up 49% quarter-over-quarter.
- 38 funds opened new NorthWestern Energy positions in Q4 2014 and 17 closed out, a net change of +21 holders.
- The largest NorthWestern Energy buyer in Q4 2014 was Deutsche Bank, an estimated $170M added.
- The largest NorthWestern Energy seller in Q4 2014 was Thompson Siegel & Walmsley, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2014.