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NorthWestern Energy
NWE

Overview Fund Activity

243 hedge funds and large institutions have $2.51B invested in NorthWestern Energy in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
5.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
33
Increased
98
Reduced
72
Closed
32
Calls
$264K
Puts
$404K
Net Calls
-$140K
Net Calls Change
-$1.23M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$48.5M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M
4
CC
4
Carlson Capital
Texas
$25.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$13.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$364M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
PPL
3
PATRIZIA Pty Ltd
Australia
$6.03M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.03M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$12K -$2.15K -39 -15%
TC
227
Trilogy Capital
California
$11K -$470K -8,542 -98%
MYIA
228
Mount Yale Investment Advisors
Colorado
$9K +$9K +168 New
PA
229
Parallel Advisors
California
$7K -$2.4K -47 -26%
JA
230
JOYN Advisors
Georgia
$7K +$7K +121 New
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$6K +113 New
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$5K -$50.2K -973 -91%
GAM
233
Gemmer Asset Management
California
$5K -$1.12K -19 -18%
CHP
234
Cable Hill Partners
Oregon
$5K – – –
ASN
235
Advisory Services Network
Georgia
$5K – – –
SWM
236
SeaCrest Wealth Management
New York
$5K – – –
PCG
237
Private Capital Group
Connecticut
$5K – – –
OFW
238
Omnia Family Wealth
Florida
$4K – – –
Simplex Trading
239
Simplex Trading
Illinois
$4K +$4K +89 New
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$3K -$27.6K -534 -90%
RFA
241
Reilly Financial Advisors
California
$3K – – –
GWM
242
Geneos Wealth Management
Colorado
$3K – – –
MOS
243
MGO One Seven
Ohio
$2K – – –
VNIM
244
Vaughan Nelson Investment Management
Texas
– -$46.6M -779,825 Closed
Natixis Advisors
245
Natixis Advisors
Massachusetts
– -$4.21M -70,502 Closed
Two Sigma Advisers
246
Two Sigma Advisers
New York
– -$3.52M -58,967 Closed
State of Tennessee, Department of Treasury
247
State of Tennessee, Department of Treasury
Tennessee
– -$2.99M -50,000 Closed
FC
248
FCA Corp
Texas
– -$2.32M -38,909 Closed
SHA
249
Shelter Harbor Advisors
Connecticut
– -$1.79M -30,000 Closed
OAM
250
Oxford Asset Management
United Kingdom
– -$1.38M -23,182 Closed
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