NorthWestern Energy
246 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
27% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 30
17% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 78
6% more capital invested
Capital invested by funds: $2.62B → $2.78B (+$155M)
3% more funds holding
Funds holding: 238 → 246 (+8)
1.03% more ownership
Funds ownership: 94.87% → 95.9% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$45.3M |
| 2 |
O
OppenheimerFunds
New York
|
+$29.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.2M |
| 4 |
Janus Henderson Group
London,
|
+$15M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
+$9.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$18.1M |
| 2 |
Two Sigma Investments
New York
|
-$12.6M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$12M |
| 4 |
Two Sigma Advisers
New York
|
-$11.4M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$10.8M |
NWE Hedge Fund Activity: Q4 2017 in Review
246 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2017, worth a combined $2.78B — up 5.9% from $2.62B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NWE positions and 30 closed out — a net gain of 8 holders — while 91 added to existing stakes and 78 trimmed.
The largest buyer was American Century Companies, adding an estimated $45.3M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $18.1M sold.
- 246 institutional investors held NorthWestern Energy (NWE) as of Q4 2017, up from 238 in Q3 2017.
- Funds reported $2.78B of NorthWestern Energy stock for Q4 2017, up 5.9% quarter-over-quarter.
- 38 funds opened new NorthWestern Energy positions in Q4 2017 and 30 closed out, a net change of +8 holders.
- The largest NorthWestern Energy buyer in Q4 2017 was American Century Companies, an estimated $45.3M added.
- The largest NorthWestern Energy seller in Q4 2017 was Epoch Investment Partners, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2017.