NorthWestern Energy
276 hedge funds and large institutions have $3.41B invested in NorthWestern Energy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 33 closing their positions.
111% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $663K
67% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 76
2.11% more ownership
Funds ownership: 104.1% → 106.2% (+2.1%)
4% more capital invested
Capital invested by funds: $3.27B → $3.41B (+$142M)
6% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 33
2% less funds holding
Funds holding: 281 → 276 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$98.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$41.6M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$12.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$10.3M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$7.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$45.7M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$31.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$23.6M |
| 4 |
JP Morgan Chase
New York
|
-$20.7M |
| 5 |
IM
Islet Management
New York
|
-$17.1M |
NWE Hedge Fund Activity: Q1 2022 in Review
276 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2022, worth a combined $3.41B — up 4.4% from $3.27B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of NWE and 31 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 127 added.
The largest buyer was Lazard Asset Management, adding an estimated $98.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $45.7M.
- 276 institutional investors held NorthWestern Energy (NWE) as of Q1 2022, down from 281 in Q4 2021.
- Funds reported $3.41B of NorthWestern Energy stock for Q1 2022, up 4.4% quarter-over-quarter.
- 31 funds opened new NorthWestern Energy positions in Q1 2022 and 33 closed out, a net change of -2 holders.
- The largest NorthWestern Energy buyer in Q1 2022 was Lazard Asset Management, an estimated $98.9M added.
- The largest NorthWestern Energy seller in Q1 2022 was T. Rowe Price Associates, an estimated $45.7M sold.
Based on aggregated 13F filings for Q1 2022.