We are live on ! Find out more
NWE icon

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
BCI
101
Brinker Capital Investments
Pennsylvania
$2.02M +$369K +6,486 +22%
AB
102
Amalgamated Bank
New York
$2M +$47.6K +838 +2%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$2M -$417K -7,337 -17%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$1.95M +$1.94M +34,073 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.94M -$245K -4,313 -11%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$1.93M -$46.3K -815 -2%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.88M +$48.5K +853 +3%
HAI
108
Hennessy Advisors Inc
California
$1.85M -$131K -2,300 -7%
MAM
109
Martingale Asset Management
Massachusetts
$1.75M -$284 -5 -0%
CSS
110
Cubist Systematic Strategies
Connecticut
$1.74M +$697K +12,271 +67%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$1.73M +$1.72M +30,303 New
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$1.62M +$1.62M +28,420 New
YCM
113
Yousif Capital Management
Michigan
$1.57M +$1.56M +27,487 New
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$1.56M +$1.55M +27,323 New
GCP
115
GSA Capital Partners
United Kingdom
$1.55M -$775K -13,635 -33%
AAM
116
Advisors Asset Management
Colorado
$1.55M +$1.44M +25,312 +1,415%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$1.48M +$271K +4,770 +23%
Osaic Holdings
118
Osaic Holdings
Arizona
$1.44M +$216K +3,806 +18%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$1.42M +$257K +4,513 +22%
CCM
120
Cox Capital Management
Massachusetts
$1.39M +$73.1K +1,286 +6%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$1.37M -$1.17M -20,640 -46%
ZCM
122
Ziegler Capital Management
Illinois
$1.36M -$437K -7,697 -24%
MCC
123
Money Concepts Capital
Florida
$1.3M +$1.29M +22,756 New
ACI
124
AMP Capital Investors
Australia
$1.3M -$555K -9,765 -30%
Jennison Associates
125
Jennison Associates
New York
$1.29M +$1.28M +22,593 New
3 4
5
6 7

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.