NorthWestern Energy
270 hedge funds and large institutions have $2.66B invested in NorthWestern Energy in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.
12% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 34
1% more funds holding
Funds holding: 267 → 270 (+3)
2% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 101
2.54% less ownership
Funds ownership: 99.17% → 96.63% (-2.5%)
11% less capital invested
Capital invested by funds: $2.99B → $2.66B (-$334M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$58.1M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$23.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$18.9M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$8.89M |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$8.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$82.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$55.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$20.7M |
| 4 |
Cohen & Steers
New York
|
-$17.8M |
| 5 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$11.6M |
NWE Hedge Fund Activity: Q2 2020 in Review
270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2020, worth a combined $2.66B — down 11% from $2.99B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NWE positions and 34 closed out — a net gain of 4 holders — while 103 added to existing stakes and 101 trimmed.
The largest buyer was American Century Companies, adding an estimated $58.1M. The largest seller was Victory Capital Management, cutting an estimated $82.5M.
- 270 institutional investors held NorthWestern Energy (NWE) as of Q2 2020, up from 267 in Q1 2020.
- Funds reported $2.66B of NorthWestern Energy stock for Q2 2020, down 11% quarter-over-quarter.
- 38 funds opened new NorthWestern Energy positions in Q2 2020 and 34 closed out, a net change of +4 holders.
- The largest NorthWestern Energy buyer in Q2 2020 was American Century Companies, an estimated $58.1M added.
- The largest NorthWestern Energy seller in Q2 2020 was Victory Capital Management, an estimated $82.5M sold.
Based on aggregated 13F filings for Q2 2020.