NorthWestern Energy
243 hedge funds and large institutions have $2.51B invested in NorthWestern Energy in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 72 reducing their positions, and 32 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 72
3% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 32
1% less funds holding
Funds holding: 246 → 243 (-3)
1.35% less ownership
Funds ownership: 95.9% → 94.55% (-1.4%)
9% less capital invested
Capital invested by funds: $2.78B → $2.51B (-$262M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
35% less call options, than puts
Call options by funds: $264K | Put options by funds: $404K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$23.1M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$18.8M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$18.8M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$17M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$102M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$46.6M |
| 3 |
PPL
PATRIZIA Pty Ltd
Barton,
Australia
|
-$6.84M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$5.74M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
-$4.21M |
NWE Hedge Fund Activity: Q1 2018 in Review
243 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2018, worth a combined $2.51B — down 9.4% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new NWE positions and 32 closed out — a net gain of 1 holder — while 98 added to existing stakes and 72 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $23.1M. The largest seller was BlackRock, cutting an estimated $102M.
- 243 institutional investors held NorthWestern Energy (NWE) as of Q1 2018, down from 246 in Q4 2017.
- Funds reported $2.51B of NorthWestern Energy stock for Q1 2018, down 9.4% quarter-over-quarter.
- 33 funds opened new NorthWestern Energy positions in Q1 2018 and 32 closed out, a net change of +1 holder.
- The largest NorthWestern Energy buyer in Q1 2018 was Bank of New York Mellon, an estimated $23.1M added.
- The largest NorthWestern Energy seller in Q1 2018 was BlackRock, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2018.