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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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+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 (+$156M)

3% more funds holding

Funds holding: 238246 (+8)

1.03% more ownership

Funds ownership: 94.87%95.9% (+1%)

Holders
246
Holders Change
+8
Holders Change %
+3.36%
% of All Funds
5.58%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
91
Reduced
78
Closed
30
Calls
$1.09M
Puts
Net Calls
+$1.09M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$519M -$10.3M -171,715 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$272M +$9.52M +158,045 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$158M +$4.83M +80,226 +3%
American Century Companies
4
American Century Companies
Missouri
$138M +$45.3M +751,896 +48%
State Street
5
State Street
Massachusetts
$108M +$2.14M +35,567 +2%
Northern Trust
6
Northern Trust
Illinois
$82.2M -$1.86M -30,939 -2%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$79.3M -$2.46M -40,840 -3%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$63.3M +$15M +248,412 +31%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$59.6M +$652K +10,825 +1%
Macquarie Group
10
Macquarie Group
Australia
$57.2M +$5.22M +86,652 +10%
PAM
11
Panagora Asset Management
Massachusetts
$56.5M +$3.27M +54,339 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.1M -$1.7M -28,150 -3%
VNIM
13
Vaughan Nelson Investment Management
Texas
$46.6M -$10.8M -179,425 -19%
AQR Capital Management
14
AQR Capital Management
Connecticut
$45.1M +$8.26M +137,106 +22%
GF
15
Gabelli Funds
New York
$36.8M -$151K -2,500 -0.4%
Invesco
16
Invesco
Georgia
$35.8M +$3.01M +49,922 +9%
Franklin Resources
17
Franklin Resources
California
$35.6M
TA
18
Teachers Advisors
New York
$35.3M +$520K +8,630 +1%
GKIM
19
GW&K Investment Management
Massachusetts
$33.2M -$6.15M -102,095 -16%
Norges Bank
20
Norges Bank
Norway
$32.9M +$3.04M +50,463 +10%
Prudential Financial
21
Prudential Financial
New Jersey
$32.5M -$8.63M -143,212 -21%
O
22
OppenheimerFunds
New York
$30M +$29.5M +489,597 +3,633%
Bank of America
23
Bank of America
North Carolina
$25M -$5.62M -93,307 -18%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$23.5M -$2.89M -48,000 -11%
SFM
25
Systematic Financial Management
New Jersey
$22.7M -$720K -11,944 -3%