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NorthWestern Energy
NWE

Overview Fund Activity

273 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, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% 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
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
S
226
SignatureFD
Georgia
$22.8K 474 -586 -55%
IA
227
IFP Advisors
Florida
$21.8K 454 +2 +0.4%
PA
228
Parallel Advisors
California
$19.3K 401 -225 -36%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$18.8K 392 +96 +32%
GWM
230
Geneos Wealth Management
Colorado
$17.6K 366 +91 +33%
AF
231
Allworth Financial
California
$14.2K 296 +233 +370%
SIC
232
Salem Investment Counselors
North Carolina
$13.2K 275 – –
FHA
233
First Horizon Advisors
Tennessee
$12.4K 258 – –
JWM
234
Janiczek Wealth Management
Colorado
$11.2K 234 +234 New
HT
235
Headlands Technologies
Illinois
$11.1K 231 +231 New
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$10.8K 225 +200 +800%
HCP
237
Hexagon Capital Partners
Arkansas
$9.18K 191 -62 -25%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$9K 188 -101 -35%
ANBT
239
American National Bank & Trust
Texas
$8.12K 169 +169 New
BBHC
240
Brown Brothers Harriman & Co
New York
$7.21K 150 – –
AA
241
Addison Advisors
Vermont
$7.21K 150 – –
CFGS
242
Concourse Financial Group Securities
Alabama
$6.82K 142 – –
BC
243
Bartlett & Co
Ohio
$5K 102 – –
NFSG
244
Newbridge Financial Services Group
Florida
$4.98K 104 +2 +2%
BCWM
245
Bartlett & Co Wealth Management
Ohio
$4.9K 102 – –
PTC
246
Private Trust Company
Ohio
$4.81K 100 – –
NA
247
NewEdge Advisors
Louisiana
$4.34K 90 +28 +45%
PPC
248
Park Place Capital
Alabama
$4.09K 85 – –
Bessemer Group
249
Bessemer Group
New Jersey
$4K 82 -41 -33%
EWA
250
EverSource Wealth Advisors
Alabama
$3.75K 78 -4 -5%
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