NorthWestern Energy
289 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.
1,173% more call options, than puts
Call options by funds: $955K | Put options by funds: $75K
19% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 93
1% more capital invested
Capital invested by funds: $3.32B → $3.37B (+$47.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.12% less ownership
Funds ownership: 98.54% → 97.42% (-1.1%)
4% less funds holding
Funds holding: 301 → 289 (-12)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$55.8M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$50.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.2M |
| 4 |
JP Morgan Chase
New York
|
+$13.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$25.7M |
| 2 |
Millennium Management
New York
|
-$19.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$12.1M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$11.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$11.5M |
NWE Hedge Fund Activity: Q1 2023 in Review
289 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2023, worth a combined $3.37B — up 1.4% from $3.32B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of NWE and 27 opened new positions — a net loss of 6 holders — while 93 trimmed existing stakes and 111 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $55.8M. The largest seller was State Street, cutting an estimated $25.7M.
- 289 institutional investors held NorthWestern Energy (NWE) as of Q1 2023, down from 301 in Q4 2022.
- Funds reported $3.37B of NorthWestern Energy stock for Q1 2023, up 1.4% quarter-over-quarter.
- 27 funds opened new NorthWestern Energy positions in Q1 2023 and 33 closed out, a net change of -6 holders.
- The largest NorthWestern Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $55.8M added.
- The largest NorthWestern Energy seller in Q1 2023 was State Street, an estimated $25.7M sold.
Based on aggregated 13F filings for Q1 2023.