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NorthWestern Energy
NWE

281 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

57% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 75

32% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $829K

16% more capital invested

Capital invested by funds: $2.82B → $3.27B (+$451M)

8.68% more ownership

Funds ownership: 95.41% → 104.1% (+8.7%)

6% more funds holding

Funds holding: 264 → 281 (+17)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
281
Holders Change
+17
Holders Change %
+6.44%
% of All Funds
4.32%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
118
Reduced
75
Closed
32
Calls
$1.09M
Puts
$829K
Net Calls
+$263K
Net Calls Change
+$785K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$193M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$48M
3
BlackRock
BlackRock
New York
+$35.4M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.4M
5
WHG
Westwood Holdings Group
Texas
+$20.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$13.1M
2
UBS Group
UBS Group
Switzerland
-$5.57M
3
FWC
First Washington Corp
Washington
-$4.81M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.75M
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$8.29M +$49.2K +865 +0.6%
ACB
52
Aristotle Capital Boston
Massachusetts
$8.08M -$409K -7,202 -5%
Ameriprise
53
Ameriprise
Minnesota
$7.83M -$90.4K -1,591 -1%
PPA
54
Parametric Portfolio Associates
Washington
$7.67M -$423K -7,444 -5%
MPI
55
Mairs & Power Inc
Minnesota
$7.61M -$451K -7,939 -6%
HA
56
Heartland Advisors
Wisconsin
$7.31M -$1.18M -20,778 -14%
MOACM
57
Mutual of America Capital Management
New York
$7.3M +$473K +8,328 +7%
FPB
58
First PREMIER Bank
South Dakota
$6.74M -$14.7K -259 -0.2%
AIG
59
American International Group
New York
$6.66M +$739 +13 +0%
Tudor Investment Corp
60
Tudor Investment Corp
Connecticut
$6.65M +$4.02M +70,645 +154%
KCM
61
Kennedy Capital Management
Missouri
$6.61M -$123K -2,162 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$6.49M +$85.3K +1,500 +1%
HHAM
63
HITE Hedge Asset Management
Massachusetts
$6.46M +$3.91M +68,794 +156%
HAM
64
Hillcrest Asset Management
Texas
$6.01M -$867K -15,260 -13%
Wells Fargo
65
Wells Fargo
California
$5.97M +$71.3K +1,255 +1%
AIMCA
66
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.87M +$5.84M +102,691 New
Comerica Bank
67
Comerica Bank
Texas
$5.7M +$388K +6,820 +7%
Two Sigma Investments
68
Two Sigma Investments
New York
$5.64M +$5.6M +98,610 New
WGCA
69
Wolf Group Capital Advisors
Virginia
$5.63M +$3.77M +66,317 +206%
DIA
70
Dean Investment Associates
Ohio
$5.56M -$882K -15,522 -14%
NIG
71
NFJ Investment Group
Texas
$5.31M +$413K +7,272 +8%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$5.04M -$2.66M -46,765 -35%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.82M +$788K +13,856 +20%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$4.42M +$346K +6,092 +9%
CI
75
Conning Inc
Connecticut
$4.41M – – –
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3
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NWE Hedge Fund Activity: Q4 2021 in Review

281 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2021, worth a combined $3.27B — up 16% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NWE positions and 32 closed out — a net gain of 20 holders — while 118 added to existing stakes and 75 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.1M.

  • 281 institutional investors held NorthWestern Energy (NWE) as of Q4 2021, up from 264 in Q3 2021.
  • Funds reported $3.27B of NorthWestern Energy stock for Q4 2021, up 16% quarter-over-quarter.
  • 52 funds opened new NorthWestern Energy positions in Q4 2021 and 32 closed out, a net change of +20 holders.
  • The largest NorthWestern Energy buyer in Q4 2021 was Lazard Asset Management, an estimated $193M added.
  • The largest NorthWestern Energy seller in Q4 2021 was T. Rowe Price Associates, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2021.