NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

262 hedge funds and large institutions have $2.82B invested in NorthWestern Energy in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
96
Reduced
87
Closed
22
Calls
$269K
Puts
$791K
Net Calls
-$522K
Net Calls Change
-$70K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$176M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$36.8M
3
BlackRock
3
BlackRock
New York
$467M
4
Norges Bank
4
Norges Bank
Norway
$35.7M
5
UBS Group
5
UBS Group
Switzerland
$8.97M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$293K
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$18M
4
Victory Capital Management
4
Victory Capital Management
Texas
$89.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
226
Thompson Siegel & Walmsley
Virginia
$21K – – –
CA
227
Clearstead Advisors
Ohio
$18K +$18K +306 New
FBT
228
First Bank & Trust
South Dakota
$17K – – –
SIC
229
Salem Investment Counselors
North Carolina
$16K +$16K +275 New
FCA
230
FinTrust Capital Advisors
South Carolina
$14K – – –
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$14K – – –
FHA
232
First Horizon Advisors
Tennessee
$13K – – –
PCG
233
Private Capital Group
Connecticut
$12K +$120 +2 +1%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$11K -$1.32K -24 -11%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$11K +$3.69K +64 +50%
CFGS
236
Concourse Financial Group Securities
Alabama
$9K +$7.31K +125 +431%
ST
237
Sageworth Trust
Pennsylvania
$8K – – –
SWM
238
Spire Wealth Management
Virginia
$8K – – –
MCM
239
Manchester Capital Management
Vermont
$6K – – –
GWS
240
Glassman Wealth Services
Virginia
$6K – – –
VRM
241
Vectors Research Management
New York
$6K +$6K +100 New
BC
242
Bartlett & Co
Ohio
$6K +$6K +102 New
BCWM
243
Bartlett & Co Wealth Management
Ohio
$5.85K +$5.85K +102 New
GAM
244
Gemmer Asset Management
California
$5K – – –
FPS
245
Fieldpoint Private Securities
Connecticut
$5K +$690 +12 +16%
QCG
246
Quadrant Capital Group
Ohio
$4K -$1.76K -33 -31%
TWA
247
TCI Wealth Advisors
Arizona
$4K – – –
LC
248
Lindbrook Capital
California
$4K – – –
AWA
249
Arkadios Wealth Advisors
Georgia
$4K – – –
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$3.24K +$1.2K +21,000 +59%
8 9
10
11 12