NorthWestern Energy
261 hedge funds and large institutions have $2.36B invested in NorthWestern Energy in 2020 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 33 closing their positions.
33% more call options, than puts
Call options by funds: $623K | Put options by funds: $467K
10% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 97
0.36% less ownership
Funds ownership: 96.63% → 96.27% (-0.36%)
3% less funds holding
Funds holding: 270 → 261 (-9)
11% less capital invested
Capital invested by funds: $2.66B → $2.36B (-$302M)
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.3M |
| 2 |
AMH
Apollo Management Holdings
New York
|
+$10.6M |
| 3 |
Goldman Sachs
New York
|
+$10.4M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$8.2M |
| 5 |
Millennium Management
New York
|
+$7.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$24.1M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$19.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$7.67M |
| 5 |
Cohen & Steers
New York
|
-$5.82M |
NWE Hedge Fund Activity: Q3 2020 in Review
261 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2020, worth a combined $2.36B — down 11% from $2.66B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of NWE and 26 opened new positions — a net loss of 7 holders — while 97 trimmed existing stakes and 107 added.
The largest buyer was First Trust Advisors, adding an estimated $13.3M. The largest seller was BlackRock, cutting an estimated $24.1M.
- 261 institutional investors held NorthWestern Energy (NWE) as of Q3 2020, down from 270 in Q2 2020.
- Funds reported $2.36B of NorthWestern Energy stock for Q3 2020, down 11% quarter-over-quarter.
- 26 funds opened new NorthWestern Energy positions in Q3 2020 and 33 closed out, a net change of -7 holders.
- The largest NorthWestern Energy buyer in Q3 2020 was First Trust Advisors, an estimated $13.3M added.
- The largest NorthWestern Energy seller in Q3 2020 was BlackRock, an estimated $24.1M sold.
Based on aggregated 13F filings for Q3 2020.