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NorthWestern Energy

274 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79%98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 290274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
226
Central Trust Company
Missouri
$24K
S
227
SignatureFD
Georgia
$22.8K -$31.2K -586 -55%
IA
228
IFP Advisors
Florida
$21.8K +$107 +2 +0.4%
PA
229
Parallel Advisors
California
$19.3K -$12K -225 -36%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$18.8K +$5.12K +96 +32%
GWM
231
Geneos Wealth Management
Colorado
$17.6K +$4.85K +91 +33%
AF
232
Allworth Financial
California
$14.2K +$12.4K +233 +370%
SIC
233
Salem Investment Counselors
North Carolina
$13.2K
FHA
234
First Horizon Advisors
Tennessee
$12.4K
JWM
235
Janiczek Wealth Management
Colorado
$11.2K +$12.5K +234 New
HT
236
Headlands Technologies
Illinois
$11.1K +$12.3K +231 New
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$10.8K +$10.7K +200 +800%
HCP
238
Hexagon Capital Partners
Arkansas
$9.18K -$3.31K -62 -25%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$9K -$5.38K -101 -35%
ANBT
240
American National Bank & Trust
Texas
$8.12K +$9.01K +169 New
AA
241
Addison Advisors
Vermont
$7.21K
BBHC
242
Brown Brothers Harriman & Co
New York
$7.21K
CFGS
243
Concourse Financial Group Securities
Alabama
$6.82K
BC
244
Bartlett & Co
Ohio
$5K
NFSG
245
Newbridge Financial Services Group
Florida
$4.98K +$107 +2 +2%
BCWM
246
Bartlett & Co Wealth Management
Ohio
$4.9K
PTC
247
Private Trust Company
Ohio
$4.81K
NA
248
NewEdge Advisors
Louisiana
$4.34K +$1.49K +28 +45%
PPC
249
Park Place Capital
Alabama
$4.08K
Bessemer Group
250
Bessemer Group
New Jersey
$4K -$2.19K -41 -33%