NorthWestern Energy
211 hedge funds and large institutions have $2.66B invested in NorthWestern Energy in 2015 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
94% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 17
28% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 65
6% more funds holding
Funds holding: 199 → 211 (+12)
1% more capital invested
Capital invested by funds: $2.64B → $2.66B (+$20.1M)
2.43% less ownership
Funds ownership: 104.11% → 101.68% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$86.4M |
| 2 |
RIM
RS Investment Management
San Francisco,
California
|
+$19.1M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$8.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$34.7M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$24.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$19.8M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
-$18.3M |
| 5 |
Bank of New York Mellon
New York
|
-$8.77M |
NWE Hedge Fund Activity: Q4 2015 in Review
211 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2015, worth a combined $2.66B — up 0.76% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new NWE positions and 17 closed out — a net gain of 16 holders — while 83 added to existing stakes and 65 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $86.4M. The largest seller was Allianz Asset Management, cutting an estimated $34.7M.
- 211 institutional investors held NorthWestern Energy (NWE) as of Q4 2015, up from 199 in Q3 2015.
- Funds reported $2.66B of NorthWestern Energy stock for Q4 2015, up 0.76% quarter-over-quarter.
- 33 funds opened new NorthWestern Energy positions in Q4 2015 and 17 closed out, a net change of +16 holders.
- The largest NorthWestern Energy buyer in Q4 2015 was Vaughan Nelson Investment Management, an estimated $86.4M added.
- The largest NorthWestern Energy seller in Q4 2015 was Allianz Asset Management, an estimated $34.7M sold.
Based on aggregated 13F filings for Q4 2015.