NorthWestern Energy
304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.
774% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $275K
100% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 27
16% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 101
9% more funds holding
Funds holding: 278 → 304 (+26)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $3.07B → $3B (-$71.9M)
2.44% less ownership
Funds ownership: 98.63% → 96.19% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$10.3M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$8.67M |
| 3 |
Neuberger Berman Group
New York
|
+$8.47M |
| 4 |
Millennium Management
New York
|
+$8.41M |
| 5 |
BlackRock
New York
|
+$8.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$60.4M |
| 2 |
Morgan Stanley
New York
|
-$24.2M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$21M |
| 4 |
JP Morgan Chase
New York
|
-$14.8M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$14.8M |
NWE Hedge Fund Activity: Q1 2024 in Review
304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.
The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.
- 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
- Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
- 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
- The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
- The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.
Based on aggregated 13F filings for Q1 2024.