NorthWestern Energy
261 hedge funds and large institutions have $2.91B invested in NorthWestern Energy in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 26 closing their positions.
27% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 26
10% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 86
2% more funds holding
Funds holding: 255 → 261 (+6)
5% more capital invested
Capital invested by funds: $2.79B → $2.91B (+$127M)
0.33% more ownership
Funds ownership: 98.37% → 98.69% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$17.7M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$16.2M |
| 4 |
Man Group
London,
United Kingdom
|
+$11.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
-$23.9M |
| 2 |
Millennium Management
New York
|
-$21.5M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$10.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$6.34M |
| 5 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$5.85M |
NWE Hedge Fund Activity: Q3 2018 in Review
261 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2018, worth a combined $2.91B — up 4.5% from $2.79B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new NWE positions and 26 closed out — a net gain of 7 holders — while 95 added to existing stakes and 86 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $23.5M. The largest seller was Carlson Capital, exiting entirely with an estimated $23.9M sold.
- 261 institutional investors held NorthWestern Energy (NWE) as of Q3 2018, up from 255 in Q2 2018.
- Funds reported $2.91B of NorthWestern Energy stock for Q3 2018, up 4.5% quarter-over-quarter.
- 33 funds opened new NorthWestern Energy positions in Q3 2018 and 26 closed out, a net change of +7 holders.
- The largest NorthWestern Energy buyer in Q3 2018 was First Trust Advisors, an estimated $23.5M added.
- The largest NorthWestern Energy seller in Q3 2018 was Carlson Capital, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2018.