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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
MIM
76
MetLife Investment Management
New Jersey
$4.31M +$42.4K +746 +1%
SDIC
77
South Dakota Investment Council
South Dakota
$4.2M – – –
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$4.13M +$162K +2,848 +4%
UBS AM
79
UBS AM
Illinois
$4.09M +$407K +7,159 +11%
SWM
80
Stockman Wealth Management
Montana
$3.97M +$511K +8,995 +15%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$3.94M +$124K +2,188 +3%
Prudential Financial
82
Prudential Financial
New Jersey
$3.71M -$1.85M -32,521 -34%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$3.62M +$1.27M +22,382 +55%
Squarepoint
84
Squarepoint
New York
$3.62M +$3.6M +63,398 New
Nomura Holdings
85
Nomura Holdings
Japan
$3.5M +$3.48M +61,287 New
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.41M +$74.9K +1,317 +2%
UBS Group
87
UBS Group
Switzerland
$3.35M -$5.57M -98,050 -63%
Canada Life
88
Canada Life
Manitoba, Canada
$3.13M +$122K +2,148 +4%
DDPIC
89
Deroy & Devereaux Private Investment Counsel
Michigan
$3.1M +$61.1K +1,075 +2%
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$3.07M -$213K -3,750 -7%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.93M +$568K +9,995 +24%
MPM
92
Meritage Portfolio Management
Kansas
$2.88M +$2.66M +46,876 +1,336%
MAM
93
Magellan Asset Management
Australia
$2.71M +$171K +3,006 +7%
CS
94
Credit Suisse
Switzerland
$2.66M +$96.1K +1,690 +4%
NSIM
95
North Star Investment Management
Illinois
$2.46M +$31.5K +555 +1%
RBA
96
Richard Bernstein Advisors
New York
$2.45M – – –
TPSF
97
Texas Permanent School Fund
Texas
$2.18M -$739 -13 -0%
SIS
98
Sound Income Strategies
Florida
$2.17M +$216K +3,803 +11%
Holocene Advisors
99
Holocene Advisors
New York
$2.12M +$879K +15,462 +71%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$2.09M -$6.65K -117 -0.3%
2 3
4
5 6

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.