Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northwestern Energy Group In (NWE)

370 + Investors. Track Smart Money conviction in NWE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — NWE

Based on 372 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added NWE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
372 hedge funds hold NWE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

168 buying167 selling
Last quarter: 168 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 57 → 55 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
229 out of 372 hedge funds have held NWE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +5%, value -82%

Value
-81%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -82%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~38 new funds/quarter

44 → 50 → 57 → 55 → 38 new funds/Q
New funds entering each quarter: 50 → 57 → 55 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 374 holders: 252 (67%) are 2+ year veterans, 39 entered 1–2 years ago, and 83 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
51 of 372 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in NWE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NWE

In 2026 Q2, 168 hedge funds were net buyers of NWE (38 opened a new position, 130 added to an existing one), while 167 reduced or exited (131 trimmed, 36 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in NWE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 372.

Hedge Fund Ownership: NWE

How many hedge funds hold NWE — quarterly history vs. share price
Quarterly hedge fund ownership of NWE vs. share price

Market Analysis: NWE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NWE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: NWE
2026 Q3 Stats Unlock in 45 days 370 + Investors

Track Smart Money conviction in NWE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 370 370 -
13F Shares 64M 60M 5.38%
Total Value $4.17B $22.77B -81.71%
New Positions 38 55 -17
Increased Positions 128 131 -3
Closed Positions 38 34 +4
Reduced Positions 131 121 +10
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NWE

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Institutional Holders (2026 Q2)

370 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NWE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NWE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Olympiad Research LP 3.41% 22,848 $1.6M
2 Kintayl Capital LP 2.54% 89,342 $6.4M
3 Fort Baker Capital Management LP 1.67% 318,094 $22.8M
4 Systematic Financial Management LP 1.60% 1,121,956 $80.4M
5 AQR Arbitrage LLC 1.12% 1,094,832 $78.4M
6 DC Investments Management, LLC 0.81% 32,976 $2.4M
7 Hager Investment Management Services, LLC 0.68% 20,675 $1.5M
8 River Road Asset Management, LLC 0.63% 796,943 $57.1M
9 Highbridge Capital Management LLC 0.63% 358,197 $26.0M
10 Oliver Luxxe Assets LLC 0.57% 53,748 $3.8M
11 Caxton Associates LLP 0.42% 312,172 $22.4M
12 VAUGHAN & Co SECURITIES, INC. 0.30% 8,940 $640K
13 Schnieders Capital Management, LLC. 0.25% 26,628 $1.9M
14 Gabelli Funds LLC 0.25% 539,200 $38.6M
15 Phillips Wealth Planners LLC 0.21% 3,952 $280K
16 NINE MASTS CAPITAL Ltd 0.20% 27,497 $2.0M
17 North Star Investment Management Corp. 0.20% 50,695 $3.6M
18 Hudson Bay Capital Management LP 0.18% 903,026 $64.7M
19 Prelude Capital Management, LLC 0.17% 32,866 $2.4M
20 Gamco Investors, INC. Et Al 0.17% 267,350 $19.1M
21 Heartland Advisors Inc 0.17% 53,687 $3.8M
22 Conning INC. 0.17% 77,076 $5.5M
23 Yaupon Capital Management LP 0.16% 110,131 $7.9M
24 Fieldview Capital Management, LLC 0.15% 7,359 $527K
25 Polar Asset Management Partners Inc. 0.14% 122,834 $8.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Northwestern Energy Group In (NWE)

What does the Smart Money Trend signal show for NWE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added NWE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NWE?

Slight buying edge — 50% buying: Last quarter: 168 funds bought or added vs 167 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NWE holders?

Elite ownership — 56% AUM from top-100 funds: 51 of 372 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in NWE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NWE?

62% of holders stayed for 2+ years: 229 out of 372 hedge funds have held NWE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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