NorthWestern Energy
289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 29 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 88
0.2% more ownership
Funds ownership: 97.42% → 97.62% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less funds holding
Funds holding: 290 → 289 (-1)
2% less capital invested
Capital invested by funds: $3.37B → $3.31B (-$56M)
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$25.3M |
| 2 |
Millennium Management
New York
|
+$20M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$13M |
| 4 |
BlackRock
New York
|
+$7.04M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$24.4M |
| 2 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
-$12.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$12.3M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$12.1M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$8.02M |
NWE Hedge Fund Activity: Q2 2023 in Review
289 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2023, worth a combined $3.31B — down 1.7% from $3.37B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of NWE and 28 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 126 added.
The largest buyer was River Road Asset Management, adding an estimated $25.3M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $24.4M.
- 289 institutional investors held NorthWestern Energy (NWE) as of Q2 2023, down from 290 in Q1 2023.
- Funds reported $3.31B of NorthWestern Energy stock for Q2 2023, down 1.7% quarter-over-quarter.
- 28 funds opened new NorthWestern Energy positions in Q2 2023 and 29 closed out, a net change of -1 holder.
- The largest NorthWestern Energy buyer in Q2 2023 was River Road Asset Management, an estimated $25.3M added.
- The largest NorthWestern Energy seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $24.4M sold.
Based on aggregated 13F filings for Q2 2023.