NorthWestern Energy
255 hedge funds and large institutions have $2.79B invested in NorthWestern Energy in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 99 increasing their positions, 93 reducing their positions, and 22 closing their positions.
64% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 22
11% more capital invested
Capital invested by funds: $2.51B → $2.79B (+$273M)
5% more funds holding
Funds holding: 243 → 255 (+12)
3.82% more ownership
Funds ownership: 94.55% → 98.37% (+3.8%)
6% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 93
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$26.1M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$19.5M |
| 3 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$18.1M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$15.9M |
| 5 |
Goldman Sachs
New York
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$12.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.73M |
| 4 |
Morgan Stanley
New York
|
-$9.72M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$9.33M |
NWE Hedge Fund Activity: Q2 2018 in Review
255 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2018, worth a combined $2.79B — up 11% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new NWE positions and 22 closed out — a net gain of 14 holders — while 99 added to existing stakes and 93 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $26.1M. The largest seller was JP Morgan Chase, cutting an estimated $16.8M.
- 255 institutional investors held NorthWestern Energy (NWE) as of Q2 2018, up from 243 in Q1 2018.
- Funds reported $2.79B of NorthWestern Energy stock for Q2 2018, up 11% quarter-over-quarter.
- 36 funds opened new NorthWestern Energy positions in Q2 2018 and 22 closed out, a net change of +14 holders.
- The largest NorthWestern Energy buyer in Q2 2018 was Victory Capital Management, an estimated $26.1M added.
- The largest NorthWestern Energy seller in Q2 2018 was JP Morgan Chase, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2018.