NorthWestern Energy
263 hedge funds and large institutions have $2.93B invested in NorthWestern Energy in 2018 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 75 increasing their positions, 103 reducing their positions, and 43 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 43
1% more funds holding
Funds holding: 261 → 263 (+2)
0% more capital invested
Capital invested by funds: $2.91B → $2.93B (+$13.7M)
0.72% less ownership
Funds ownership: 98.69% → 97.97% (-0.72%)
27% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 103
Top Buyers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$50.8M |
| 2 |
BlackRock
New York
|
+$21.6M |
| 3 |
BC
Blackstart Capital
New York
|
+$12.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.66M |
| 5 |
Renaissance Technologies
New York
|
+$8.07M |
Top Sellers
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$33M |
| 2 |
Bank of New York Mellon
New York
|
-$27.2M |
| 3 |
TA
Teachers Advisors
New York
|
-$12.6M |
| 4 |
Millennium Management
New York
|
-$7.83M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$7.78M |
NWE Hedge Fund Activity: Q4 2018 in Review
263 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2018, worth a combined $2.93B — up 0.47% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new NWE positions and 43 closed out — a net gain of 2 holders — while 75 added to existing stakes and 103 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $50.8M. The largest seller was Prudential Financial, cutting an estimated $33M.
- 263 institutional investors held NorthWestern Energy (NWE) as of Q4 2018, up from 261 in Q3 2018.
- Funds reported $2.93B of NorthWestern Energy stock for Q4 2018, up 0.47% quarter-over-quarter.
- 45 funds opened new NorthWestern Energy positions in Q4 2018 and 43 closed out, a net change of +2 holders.
- The largest NorthWestern Energy buyer in Q4 2018 was Victory Capital Management, an estimated $50.8M added.
- The largest NorthWestern Energy seller in Q4 2018 was Prudential Financial, an estimated $33M sold.
Based on aggregated 13F filings for Q4 2018.