NorthWestern Energy
288 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 75
36% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 28
12% more call options, than puts
Call options by funds: $720K | Put options by funds: $641K
3% more funds holding
Funds holding: 280 → 288 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5.04% less ownership
Funds ownership: 105.5% → 100.46% (-5%)
17% less capital invested
Capital invested by funds: $3.36B → $2.78B (-$583M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$37.3M |
| 2 |
Millennium Management
New York
|
+$32.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$22.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$293M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$92.2M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$8.63M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$8.41M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$6.34M |
NWE Hedge Fund Activity: Q3 2022 in Review
288 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2022, worth a combined $2.78B — down 17% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NWE positions and 28 closed out — a net gain of 10 holders — while 137 added to existing stakes and 75 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.3M. The largest seller was Lazard Asset Management, cutting an estimated $293M.
- 288 institutional investors held NorthWestern Energy (NWE) as of Q3 2022, up from 280 in Q2 2022.
- Funds reported $2.78B of NorthWestern Energy stock for Q3 2022, down 17% quarter-over-quarter.
- 38 funds opened new NorthWestern Energy positions in Q3 2022 and 28 closed out, a net change of +10 holders.
- The largest NorthWestern Energy buyer in Q3 2022 was Fuller & Thaler Asset Management, an estimated $37.3M added.
- The largest NorthWestern Energy seller in Q3 2022 was Lazard Asset Management, an estimated $293M sold.
Based on aggregated 13F filings for Q3 2022.