NorthWestern Energy
219 hedge funds and large institutions have $3.11B invested in NorthWestern Energy in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
15% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 75
2% more funds holding
Funds holding: 215 → 219 (+4)
1.43% more ownership
Funds ownership: 101.29% → 102.72% (+1.4%)
4% more capital invested
Capital invested by funds: $2.99B → $3.11B (+$116M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$90.1M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$28.9M |
| 3 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
+$26.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$21.8M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$33.7M |
| 2 |
Bank of New York Mellon
New York
|
-$22M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$16.5M |
| 4 |
Goldman Sachs
New York
|
-$13.4M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$12.2M |
NWE Hedge Fund Activity: Q2 2016 in Review
219 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2016, worth a combined $3.11B — up 3.9% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NWE positions and 20 closed out — a net gain of 7 holders — while 86 added to existing stakes and 75 trimmed.
The largest buyer was Macquarie Group, adding an estimated $90.1M. The largest seller was Victory Capital Management, cutting an estimated $33.7M.
- 219 institutional investors held NorthWestern Energy (NWE) as of Q2 2016, up from 215 in Q1 2016.
- Funds reported $3.11B of NorthWestern Energy stock for Q2 2016, up 3.9% quarter-over-quarter.
- 27 funds opened new NorthWestern Energy positions in Q2 2016 and 20 closed out, a net change of +7 holders.
- The largest NorthWestern Energy buyer in Q2 2016 was Macquarie Group, an estimated $90.1M added.
- The largest NorthWestern Energy seller in Q2 2016 was Victory Capital Management, an estimated $33.7M sold.
Based on aggregated 13F filings for Q2 2016.