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NorthWestern Energy
NWE

288 hedge funds and large institutions have $3.72B invested in NorthWestern Energy in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 124 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

1.2% more ownership

Funds ownership: 97.05% → 98.25% (+1.2%)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

4% more capital invested

Capital invested by funds: $3.56B → $3.72B (+$159M)

1% more funds holding

Funds holding: 286 → 288 (+2)

31% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 124

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
27
Increased
85
Reduced
124
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$106M
2
Renaissance Technologies
Renaissance Technologies
New York
+$19.2M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$14.5M
4
Millennium Management
Millennium Management
New York
+$13.6M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$63.9M
2
American Century Companies
American Century Companies
Missouri
-$18.1M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$13.1M
4
LSV Asset Management
LSV Asset Management
Illinois
-$11M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
176
Paloma Partners
Connecticut
$626K +$601K +8,337 New
Citigroup
177
Citigroup
New York
$620K -$165K -2,292 -22%
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$617K – – –
PA
179
Profund Advisors
Maryland
$610K -$56.4K -782 -9%
DIM
180
DC Investments Management
Virginia
$598K -$50.6K -701 -8%
KFA
181
Krane Funds Advisors
New York
$595K +$514K +7,123 +885%
AB
182
Amalgamated Bank
New York
$586K -$12.6K -174 -2%
6M
183
6 Meridian
Kansas
$586K -$1.23K -17 -0.2%
RCM
184
Riverhead Capital Management
Delaware
$579K – – –
GAM
185
Gotham Asset Management
New York
$575K -$159K -2,200 -22%
NIS
186
National Investment Services
Wisconsin
$571K -$4.83K -67 -0.9%
SG Americas Securities
187
SG Americas Securities
New York
$568K -$22.9K -318 -4%
SSA
188
Schonfeld Strategic Advisors
New York
$551K -$322K -4,459 -38%
Mirae Asset Global Investments
189
Mirae Asset Global Investments
South Korea
$550K +$93K +1,290 +21%
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$518K – – –
RIM
191
Redpoint Investment Management
Australia
$515K – – –
Squarepoint
192
Squarepoint
New York
$503K -$686K -9,514 -59%
AG
193
AlphaSimPlex Group
Massachusetts
$492K -$107K -1,489 -19%
OC
194
Oppenheimer & Co
New York
$465K – – –
AG
195
Advisor Group
Arizona
$452K +$185K +2,569 +75%
SCM
196
Stevens Capital Management
Pennsylvania
$433K -$138K -1,914 -25%
SAM
197
Securian Asset Management
Minnesota
$425K -$23.4K -324 -5%
JG
198
Jefferies Group
New York
$413K +$178K +2,468 +81%
PIA
199
Piedmont Investment Advisors
North Carolina
$409K -$78.6K -1,090 -17%
ACM
200
AlphaCrest Capital Management
New York
$395K +$380K +5,263 New
6 7
8
9 10

NWE Hedge Fund Activity: Q3 2019 in Review

288 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2019, worth a combined $3.72B — up 4.5% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new NWE positions and 25 closed out — a net gain of 2 holders — while 85 added to existing stakes and 124 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $106M. The largest seller was T. Rowe Price Associates, cutting an estimated $63.9M.

  • 288 institutional investors held NorthWestern Energy (NWE) as of Q3 2019, up from 286 in Q2 2019.
  • Funds reported $3.72B of NorthWestern Energy stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 27 funds opened new NorthWestern Energy positions in Q3 2019 and 25 closed out, a net change of +2 holders.
  • The largest NorthWestern Energy buyer in Q3 2019 was Cohen & Steers, an estimated $106M added.
  • The largest NorthWestern Energy seller in Q3 2019 was T. Rowe Price Associates, an estimated $63.9M sold.

Based on aggregated 13F filings for Q3 2019.