NorthWestern Energy
256 hedge funds and large institutions have $2.8B invested in NorthWestern Energy in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 100 reducing their positions, and 39 closing their positions.
19% more capital invested
Capital invested by funds: $2.36B → $2.8B (+$439M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less call options, than puts
Call options by funds: $391K | Put options by funds: $420K
1.21% less ownership
Funds ownership: 96.27% → 95.06% (-1.2%)
2% less funds holding
Funds holding: 261 → 256 (-5)
10% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 39
20% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.9M |
| 2 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$27.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$16.5M |
| 4 |
BlackRock
New York
|
+$13.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$25.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$18.2M |
| 3 |
Renaissance Technologies
New York
|
-$11.9M |
| 4 |
Cohen & Steers
New York
|
-$10.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$10M |
NWE Hedge Fund Activity: Q4 2020 in Review
256 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2020, worth a combined $2.8B — up 19% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of NWE and 35 opened new positions — a net loss of 4 holders — while 100 trimmed existing stakes and 80 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $28.9M. The largest seller was Norges Bank, cutting an estimated $25.7M.
- 256 institutional investors held NorthWestern Energy (NWE) as of Q4 2020, down from 261 in Q3 2020.
- Funds reported $2.8B of NorthWestern Energy stock for Q4 2020, up 19% quarter-over-quarter.
- 35 funds opened new NorthWestern Energy positions in Q4 2020 and 39 closed out, a net change of -4 holders.
- The largest NorthWestern Energy buyer in Q4 2020 was T. Rowe Price Associates, an estimated $28.9M added.
- The largest NorthWestern Energy seller in Q4 2020 was Norges Bank, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2020.