NorthWestern Energy
264 hedge funds and large institutions have $2.82B invested in NorthWestern Energy in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 22 closing their positions.
27% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 22
10% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 87
1% more funds holding
Funds holding: 262 → 264 (+2)
0.48% more ownership
Funds ownership: 94.93% → 95.41% (+0.48%)
3% less capital invested
Capital invested by funds: $2.9B → $2.82B (-$78.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
66% less call options, than puts
Call options by funds: $269K | Put options by funds: $791K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$70.8M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$39.8M |
| 3 |
BlackRock
New York
|
+$27.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$15.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$18.4M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$9.28M |
| 3 |
Goldman Sachs
New York
|
-$7.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$7.47M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$6.97M |
NWE Hedge Fund Activity: Q3 2021 in Review
264 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2021, worth a combined $2.82B — down 2.7% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new NWE positions and 22 closed out — a net gain of 6 holders — while 96 added to existing stakes and 87 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $70.8M. The largest seller was Janus Henderson Group, cutting an estimated $18.4M.
- 264 institutional investors held NorthWestern Energy (NWE) as of Q3 2021, up from 262 in Q2 2021.
- Funds reported $2.82B of NorthWestern Energy stock for Q3 2021, down 2.7% quarter-over-quarter.
- 28 funds opened new NorthWestern Energy positions in Q3 2021 and 22 closed out, a net change of +6 holders.
- The largest NorthWestern Energy buyer in Q3 2021 was T. Rowe Price Associates, an estimated $70.8M added.
- The largest NorthWestern Energy seller in Q3 2021 was Janus Henderson Group, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2021.