NorthWestern Energy
219 hedge funds and large institutions have $2.69B invested in NorthWestern Energy in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 24 closing their positions.
13% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 24
0% more funds holding
Funds holding: 219 → 219 (0)
5% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 83
5.66% less ownership
Funds ownership: 102.72% → 97.06% (-5.7%)
14% less capital invested
Capital invested by funds: $3.11B → $2.69B (-$423M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$31.8M |
| 2 |
JP Morgan Chase
New York
|
+$13.6M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$13M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$10.7M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$9.7M |
Top Sellers
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$82.5M |
| 2 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$37.6M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$27.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$24.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$17.6M |
NWE Hedge Fund Activity: Q3 2016 in Review
219 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2016, worth a combined $2.69B — down 14% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NWE positions and 24 closed out — a net gain of 3 holders — while 79 added to existing stakes and 83 trimmed.
The largest buyer was State Street, adding an estimated $31.8M. The largest seller was Macquarie Group, cutting an estimated $82.5M.
- 219 institutional investors held NorthWestern Energy (NWE) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $2.69B of NorthWestern Energy stock for Q3 2016, down 14% quarter-over-quarter.
- 27 funds opened new NorthWestern Energy positions in Q3 2016 and 24 closed out, a net change of +3 holders.
- The largest NorthWestern Energy buyer in Q3 2016 was State Street, an estimated $31.8M added.
- The largest NorthWestern Energy seller in Q3 2016 was Macquarie Group, an estimated $82.5M sold.
Based on aggregated 13F filings for Q3 2016.