NorthWestern Energy
243 hedge funds and large institutions have $2.76B invested in NorthWestern Energy in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 76
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
2% more capital invested
Capital invested by funds: $2.69B → $2.76B (+$63.4M)
0% more funds holding
Funds holding: 243 → 243 (0)
0.85% less ownership
Funds ownership: 98% → 97.15% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$524M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$26.1M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$25.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$24.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$143M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$38.2M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
-$15.2M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$12.7M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$11.6M |
NWE Hedge Fund Activity: Q1 2017 in Review
243 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2017, worth a combined $2.76B — up 2.4% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new NWE positions and 24 closed out — a net gain of 7 holders — while 102 added to existing stakes and 76 trimmed.
The largest buyer was BlackRock, adding an estimated $524M. The largest seller was Deutsche Bank, cutting an estimated $143M.
- 243 institutional investors held NorthWestern Energy (NWE) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $2.76B of NorthWestern Energy stock for Q1 2017, up 2.4% quarter-over-quarter.
- 31 funds opened new NorthWestern Energy positions in Q1 2017 and 24 closed out, a net change of +7 holders.
- The largest NorthWestern Energy buyer in Q1 2017 was BlackRock, an estimated $524M added.
- The largest NorthWestern Energy seller in Q1 2017 was Deutsche Bank, an estimated $143M sold.
Based on aggregated 13F filings for Q1 2017.