NorthWestern Energy
323 hedge funds and large institutions have $3.22B invested in NorthWestern Energy in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 37 closing their positions.
147% more call options, than puts
Call options by funds: $962K | Put options by funds: $390K
35% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 37
26% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 98
3% more funds holding
Funds holding: 313 → 323 (+10)
1.94% more ownership
Funds ownership: 96.39% → 98.33% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $3.38B → $3.22B (-$155M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$64.3M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$43.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$34.2M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
+$11.5M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$53.7M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$35.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$31.5M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$15.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.5M |
NWE Hedge Fund Activity: Q4 2024 in Review
323 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2024, worth a combined $3.22B — down 4.6% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new NWE positions and 37 closed out — a net gain of 13 holders — while 123 added to existing stakes and 98 trimmed.
The largest buyer was BlackRock, adding an estimated $64.3M. The largest seller was Victory Capital Management, cutting an estimated $53.7M.
- 323 institutional investors held NorthWestern Energy (NWE) as of Q4 2024, up from 313 in Q3 2024.
- Funds reported $3.22B of NorthWestern Energy stock for Q4 2024, down 4.6% quarter-over-quarter.
- 50 funds opened new NorthWestern Energy positions in Q4 2024 and 37 closed out, a net change of +13 holders.
- The largest NorthWestern Energy buyer in Q4 2024 was BlackRock, an estimated $64.3M added.
- The largest NorthWestern Energy seller in Q4 2024 was Victory Capital Management, an estimated $53.7M sold.
Based on aggregated 13F filings for Q4 2024.