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NorthWestern Energy
NWE

Overview Fund Activity

287 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
137
Reduced
75
Closed
28
Calls
$720K
Puts
$641K
Net Calls
+$79K
Net Calls Change
-$1.41M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$83.4M
2
Millennium Management
2
Millennium Management
New York
$29.8M
3
American Century Companies
3
American Century Companies
Missouri
$167M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$295M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.12M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$145K -$23.7K -482 -14%
SO
227
STRS Ohio
Ohio
$137K -$19.6K -400 -13%
DAC
228
Dividend Assets Capital
South Carolina
$136K – – –
EWA
229
EverSource Wealth Advisors
Alabama
$106K +$29.9K +610 +39%
ACM
230
Aquatic Capital Management
Illinois
$99K +$84.2K +1,700 +567%
VI
231
Vestcor Inc
New Brunswick, Canada
$90K – – –
MAM
232
Meeder Asset Management
Ohio
$89K -$30.1K -604 -25%
FRA
233
Front Row Advisors
California
$56K – – –
QCG
234
Quadrant Capital Group
Ohio
$53K +$16.8K +340 +46%
BSB
235
Bangor Savings Bank
Maine
$52K – – –
MFA
236
McClarren Financial Advisors
Pennsylvania
$50K +$50K +1,023 New
HSA
237
Hussman Strategic Advisors
Maryland
$49K – – –
HIA
238
Harbor Investment Advisory
Maryland
$44K – – –
AssetMark Inc
239
AssetMark Inc
California
$43K – – –
AWM
240
Avior Wealth Management
Nebraska
$39K – – –
WFA
241
Wipfli Financial Advisors
Wisconsin
$39K +$39K +796 New
S
242
SignatureFD
Georgia
$37K -$4.66K -95 -11%
Nomura Asset Management
243
Nomura Asset Management
Japan
$30.6K – – –
EIP
244
Ellis Investment Partners
Pennsylvania
$27K +$296 +6 +1%
SPIA
245
Steward Partners Investment Advisory
New York
$25K – – –
CTC
246
Central Trust Company
Missouri
$25K – – –
IA
247
IFP Advisors
Florida
$24K – – –
PI
248
PineBridge Investments
New York
$23K – – –
EBA
249
Eagle Bay Advisors
New York
$22K -$15.3K -314 -41%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$20K -$1.09M -22,619 -98%
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