NorthWestern Energy
190 hedge funds and large institutions have $1.76B invested in NorthWestern Energy in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.58% less ownership
Funds ownership: 99.81% → 99.23% (-0.58%)
2% less funds holding
Funds holding: 193 → 190 (-3)
13% less capital invested
Capital invested by funds: $2.02B → $1.76B (-$259M)
17% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 82
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$41.5M |
| 2 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$15.1M |
| 3 |
LI
LMCG Investments
Boston,
Massachusetts
|
+$11M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.95M |
| 5 |
Goldman Sachs
New York
|
+$4.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$17M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$11.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$10.6M |
| 4 |
TA
Teachers Advisors
New York
|
-$10.3M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$5.42M |
NWE Hedge Fund Activity: Q3 2014 in Review
190 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2014, worth a combined $1.76B — down 13% from $2.02B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NWE and 11 opened new positions — a net loss of 3 holders — while 82 trimmed existing stakes and 68 added.
The largest buyer was Deutsche Bank, adding an estimated $41.5M. The largest seller was Norges Bank, cutting an estimated $17M.
- 190 institutional investors held NorthWestern Energy (NWE) as of Q3 2014, down from 193 in Q2 2014.
- Funds reported $1.76B of NorthWestern Energy stock for Q3 2014, down 13% quarter-over-quarter.
- 11 funds opened new NorthWestern Energy positions in Q3 2014 and 14 closed out, a net change of -3 holders.
- The largest NorthWestern Energy buyer in Q3 2014 was Deutsche Bank, an estimated $41.5M added.
- The largest NorthWestern Energy seller in Q3 2014 was Norges Bank, an estimated $17M sold.
Based on aggregated 13F filings for Q3 2014.