NorthWestern Energy
NWE
176 hedge funds and large institutions have $1.61B invested in NorthWestern Energy in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 68 reducing their positions, and 20 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 68
0.4% less ownership
Funds ownership: 96.96% → 96.56% (-0.4%)
4% less capital invested
Capital invested by funds: $1.67B → $1.61B (-$65.8M)
2% less funds holding
Funds holding: 179 → 176 (-3)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$29.8M |
| 2 |
Goldman Sachs
New York
|
+$19.7M |
| 3 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
+$4.8M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$4.61M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$26.5M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$17.3M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$7.7M |
| 4 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$6.41M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$5.59M |
NWE Hedge Fund Activity: Q4 2013 in Review
176 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2013, worth a combined $1.61B — down 3.9% from $1.67B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of NWE and 18 opened new positions — a net loss of 2 holders — while 68 trimmed existing stakes and 69 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $29.8M. The largest seller was Millennium Management, cutting an estimated $26.5M.
- 176 institutional investors held NorthWestern Energy (NWE) as of Q4 2013, down from 179 in Q3 2013.
- Funds reported $1.61B of NorthWestern Energy stock for Q4 2013, down 3.9% quarter-over-quarter.
- 18 funds opened new NorthWestern Energy positions in Q4 2013 and 20 closed out, a net change of -2 holders.
- The largest NorthWestern Energy buyer in Q4 2013 was Schroder Investment Management Group, an estimated $29.8M added.
- The largest NorthWestern Energy seller in Q4 2013 was Millennium Management, an estimated $26.5M sold.
Based on aggregated 13F filings for Q4 2013.