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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.36B invested in NorthWestern Energy in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
107
Reduced
97
Closed
23
Calls
$1.78M
Puts
$295K
Net Calls
+$1.48M
Net Calls Change
+$750K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$317M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$13.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$28.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.63M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$105M
2
Norges Bank
2
Norges Bank
Norway
$33.7M
3
First Manhattan
3
First Manhattan
New York
$9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$113M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$50K +$4.3K +73 +9%
AWM
227
Avior Wealth Management
Nebraska
$47K – – –
EBA
228
Eagle Bay Advisors
New York
$45.1K +$26.7K +453 +145%
QCG
229
Quadrant Capital Group
Ohio
$43K +$11.1K +190 +35%
Nomura Asset Management
230
Nomura Asset Management
Japan
$36.5K – – –
EIP
231
Ellis Investment Partners
Pennsylvania
$31K +$343 +6 +1%
SPIA
232
Steward Partners Investment Advisory
New York
$29K – – –
CTC
233
Central Trust Company
Missouri
$29K – – –
PI
234
PineBridge Investments
New York
$27K +$21.2K +366 +366%
GWM
235
Geneos Wealth Management
Colorado
$26K – – –
IA
236
IFP Advisors
Florida
$24K – – –
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$18K +$3.6K +60 +25%
ACM
238
Aquatic Capital Management
Illinois
$18K +$6K +100 +50%
FBT
239
First Bank & Trust
South Dakota
$17K – – –
SIC
240
Salem Investment Counselors
North Carolina
$16K – – –
FHA
241
First Horizon Advisors
Tennessee
$15K +$15K +258 New
BTI
242
Blue Trust Inc
Georgia
$14K +$14K +235 New
FCA
243
FinTrust Capital Advisors
South Carolina
$13K – – –
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$12K -$57 -1 -0.5%
PA
245
Parallel Advisors
California
$12K +$887 +15 +8%
PCG
246
Private Capital Group
Connecticut
$11K +$1.12K +19 +11%
BIA
247
Bell Investment Advisors
California
$11K +$11K +194 New
CFGS
248
Concourse Financial Group Securities
Alabama
$9K -$310 -5 -3%
AA
249
Addison Advisors
Vermont
$9K – – –
LC
250
Lindbrook Capital
California
$8K -$171 -3 -2%
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