NorthWestern Energy
301 hedge funds and large institutions have $3.32B invested in NorthWestern Energy in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 27 closing their positions.
59% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 27
46% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 87
20% more capital invested
Capital invested by funds: $2.78B → $3.32B (+$543M)
5% more funds holding
Funds holding: 288 → 301 (+13)
4% more call options, than puts
Call options by funds: $433K | Put options by funds: $415K
1.92% less ownership
Funds ownership: 100.46% → 98.54% (-1.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$36M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.2M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.8M |
| 2 |
Millennium Management
New York
|
-$13.6M |
| 3 |
Two Sigma Investments
New York
|
-$10.6M |
| 4 |
Two Sigma Advisers
New York
|
-$8.9M |
| 5 |
BlackRock
New York
|
-$8.42M |
NWE Hedge Fund Activity: Q4 2022 in Review
301 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2022, worth a combined $3.32B — up 20% from $2.78B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new NWE positions and 27 closed out — a net gain of 16 holders — while 127 added to existing stakes and 87 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $36M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $16.8M sold.
- 301 institutional investors held NorthWestern Energy (NWE) as of Q4 2022, up from 288 in Q3 2022.
- Funds reported $3.32B of NorthWestern Energy stock for Q4 2022, up 20% quarter-over-quarter.
- 43 funds opened new NorthWestern Energy positions in Q4 2022 and 27 closed out, a net change of +16 holders.
- The largest NorthWestern Energy buyer in Q4 2022 was Victory Capital Management, an estimated $36M added.
- The largest NorthWestern Energy seller in Q4 2022 was Balyasny Asset Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2022.