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NorthWestern Energy
NWE

Overview Fund Activity

260 hedge funds and large institutions have $2.89B invested in NorthWestern Energy in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+10
Holders Change %
+4%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
34
Increased
85
Reduced
101
Closed
22
Calls
$301K
Puts
$753K
Net Calls
-$452K
Net Calls Change
-$99K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$116M
2
Victory Capital Management
2
Victory Capital Management
Texas
$102M
3
Invesco
3
Invesco
Georgia
$42.9M
4
WHG
4
Westwood Holdings Group
Texas
$59.2M
5
BlackRock
5
BlackRock
New York
$464M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$47K
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.11M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$18.1M
4
Northern Trust
4
Northern Trust
Illinois
$49.8M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$30K – – –
CTC
227
Central Trust Company
Missouri
$30K – – –
EBA
228
Eagle Bay Advisors
New York
$25K +$25K +385 New
TSW
229
Thompson Siegel & Walmsley
Virginia
$23K – – –
PA
230
Parallel Advisors
California
$20K +$7.17K +119 +56%
FBT
231
First Bank & Trust
South Dakota
$18K – – –
FCA
232
FinTrust Capital Advisors
South Carolina
$15K -$1.18K -19 -7%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$15K – – –
FHA
234
First Horizon Advisors
Tennessee
$13K -$6.19K -110 -32%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$13K +$1.45K +25 +13%
ASN
236
Advisory Services Network
Georgia
$13K +$13K +214 New
PCG
237
Private Capital Group
Connecticut
$12K +$1.94K +32 +19%
Barclays
238
Barclays
United Kingdom
$11K +$8.71K +152 +380%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$8K -$2.71K -43 -25%
SWM
240
Spire Wealth Management
Virginia
$8K -$60 -1 -0.7%
ST
241
Sageworth Trust
Pennsylvania
$8K +$8K +140 New
AIG
242
American International Group
New York
$7.1K -$172 -2,862 -2%
QCG
243
Quadrant Capital Group
Ohio
$7K +$2.07K +32 +42%
GWS
244
Glassman Wealth Services
Virginia
$6K – – –
MCM
245
Manchester Capital Management
Vermont
$6K – – –
TWA
246
TCI Wealth Advisors
Arizona
$5K – – –
GAM
247
Gemmer Asset Management
California
$5K – – –
FPS
248
Fieldpoint Private Securities
Connecticut
$5K – – –
LC
249
Lindbrook Capital
California
$4K – – –
AWA
250
Arkadios Wealth Advisors
Georgia
$4K +$4K +75 New
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10
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