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NorthWestern Energy
NWE

Overview Fund Activity

320 hedge funds and large institutions have $3.23B invested in NorthWestern Energy in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+11
Holders Change %
+3.56%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
124
Reduced
97
Closed
37
Calls
$962K
Puts
$390K
Net Calls
+$572K
Net Calls Change
-$659K

Top Buyers

1
BlackRock
1
BlackRock
New York
$593M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$53.5M
3
UBS Group
3
UBS Group
Switzerland
$37.3M
4
DS
4
DRW Securities
Illinois
$11.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$46.8M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$29.4M
3
American Century Companies
3
American Century Companies
Missouri
$176M
4
WHG
4
Westwood Holdings Group
Texas
$47.3M
5
Ameriprise
5
Ameriprise
Minnesota
$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
226
Squarepoint
New York
$210K +$210K +3,924 New
IC
227
IEQ Capital
California
$208K +$208K +3,898 New
SA
228
Sanctuary Advisors
Indiana
$208K -$64.9K -1,197 -24%
AWM
229
Accurate Wealth Management
Florida
$205K +$205K +4,013 New
LAM
230
Longboard Asset Management
Arizona
$205K +$205K +3,833 New
EWA
231
EP Wealth Advisors
California
$203K +$203K +3,802 New
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$203K +$203K +3,794 New
SAM
233
Shell Asset Management
Netherlands
$149K -$696 -13 -0.5%
A
234
AlphaQuest
New York
$143K +$101K +1,885 +241%
KBC Group
235
KBC Group
Belgium
$134K +$44.2K +825 +49%
AAG
236
Armstrong Advisory Group
Massachusetts
$126K – – –
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$118K +$37.8K +708 +47%
Mitsubishi UFJ Trust & Banking
238
Mitsubishi UFJ Trust & Banking
Japan
$116K -$72.8K -1,362 -39%
QT
239
Quantbot Technologies
New York
$115K +$115K +2,143 New
SOAMC
240
Spirit of America Management Corp
New York
$102K +$48.1K +900 +90%
GI
241
GAMMA Investing
California
$96.2K -$4.28K -80 -4%
VWM
242
Venturi Wealth Management
Texas
$92.2K +$92.2K +1,725 New
GRP
243
Global Retirement Partners
California
$90.6K -$17.4K -325 -16%
PS
244
Principal Securities
Iowa
$80.2K -$3.85K -72 -5%
Asset Management One
245
Asset Management One
Japan
$72.8K +$72.8K +1,373 New
EWA
246
EverSource Wealth Advisors
Alabama
$64.3K +$47.4K +887 +281%
FRA
247
Front Row Advisors
California
$60.7K – – –
HSA
248
Hussman Strategic Advisors
Maryland
$53.5K – – –
AssetMark Inc
249
AssetMark Inc
California
$52K -$107 -2 -0.2%
SPIA
250
Steward Partners Investment Advisory
New York
$51.9K +$24.9K +465 +92%
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