NorthWestern Energy
274 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.
1.18% more ownership
Funds ownership: 97.62% → 98.81% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 289 → 274 (-15)
14% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 110
14% less capital invested
Capital invested by funds: $3.31B → $2.85B (-$463M)
32% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$40.5M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$15.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$11.3M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$9.66M |
| 5 |
Renaissance Technologies
New York
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$23.9M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$23.3M |
| 3 |
Millennium Management
New York
|
-$18.7M |
| 4 |
Morgan Stanley
New York
|
-$11.3M |
| 5 |
Bank of New York Mellon
New York
|
-$6.81M |
NWE Hedge Fund Activity: Q3 2023 in Review
274 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2023, worth a combined $2.85B — down 14% from $3.31B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of NWE and 30 opened new positions — a net loss of 14 holders — while 110 trimmed existing stakes and 95 added.
The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $40.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.9M sold.
- 274 institutional investors held NorthWestern Energy (NWE) as of Q3 2023, down from 289 in Q2 2023.
- Funds reported $2.85B of NorthWestern Energy stock for Q3 2023, down 14% quarter-over-quarter.
- 30 funds opened new NorthWestern Energy positions in Q3 2023 and 44 closed out, a net change of -14 holders.
- The largest NorthWestern Energy buyer in Q3 2023 was Massachusetts Financial Services, an estimated $40.5M added.
- The largest NorthWestern Energy seller in Q3 2023 was Balyasny Asset Management, an estimated $23.9M sold.
Based on aggregated 13F filings for Q3 2023.