NorthWestern Energy
281 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 75 reducing their positions, and 32 closing their positions.
63% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 32
57% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 75
32% more call options, than puts
Call options by funds: $1.09M | Put options by funds: $829K
16% more capital invested
Capital invested by funds: $2.82B → $3.27B (+$451M)
8.68% more ownership
Funds ownership: 95.41% → 104.1% (+8.7%)
6% more funds holding
Funds holding: 264 → 281 (+17)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$193M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$48M |
| 3 |
BlackRock
New York
|
+$35.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$23.4M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$13.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.57M |
| 3 |
FWC
First Washington Corp
Seattle,
Washington
|
-$4.81M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.75M |
| 5 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$2.84M |
NWE Hedge Fund Activity: Q4 2021 in Review
281 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2021, worth a combined $3.27B — up 16% from $2.82B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new NWE positions and 32 closed out — a net gain of 20 holders — while 118 added to existing stakes and 75 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $13.1M.
- 281 institutional investors held NorthWestern Energy (NWE) as of Q4 2021, up from 264 in Q3 2021.
- Funds reported $3.27B of NorthWestern Energy stock for Q4 2021, up 16% quarter-over-quarter.
- 52 funds opened new NorthWestern Energy positions in Q4 2021 and 32 closed out, a net change of +20 holders.
- The largest NorthWestern Energy buyer in Q4 2021 was Lazard Asset Management, an estimated $193M added.
- The largest NorthWestern Energy seller in Q4 2021 was T. Rowe Price Associates, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2021.