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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
118
Reduced
74
Closed
32
Calls
$1.09M
Puts
$829K
Net Calls
+$263K
Net Calls Change
+$785K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$194M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$61.2M
3
BlackRock
BlackRock
New York
$502M
4
Marshall Wace
Marshall Wace
United Kingdom
$23.6M
5
WHG
Westwood Holdings Group
Texas
$74.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
2
UBS Group
UBS Group
Switzerland
$3.35M
3
FWC
First Washington Corp
Washington
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
251
Vectors Research Management
New York
$6K – – –
ACM
252
Aquatic Capital Management
Illinois
$6K +$6K +100 New
STCOSD
253
Sageworth Trust Company of South Dakota
South Dakota
$6K +$6K +101 New
GAM
254
Gemmer Asset Management
California
$5K – – –
Manulife (Manufacturers Life Insurance)
255
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.82K +$11 +201 +0.2%
TWA
256
TCI Wealth Advisors
Arizona
$4K – – –
Bessemer Group
257
Bessemer Group
New Jersey
$4K +$4K +67 New
UB
258
UMB Bank
Missouri
$4K +$4K +81 New
FPS
259
Fieldpoint Private Securities
Connecticut
$3K -$2.02K -35 -40%
ST
260
Sageworth Trust
Pennsylvania
$2K -$6.75K -108 -77%
GWS
261
Glassman Wealth Services
Virginia
$2K -$4.18K -69 -68%
JWM
262
Janiczek Wealth Management
Colorado
$2K -$1.79K -25 -47%
VCM
263
Versant Capital Management
Arizona
$2K -$182 -3 -8%
Barclays
264
Barclays
United Kingdom
$2K – – –
IA
265
IFP Advisors
Florida
$2K – – –
LC
266
Lindbrook Capital
California
$1K -$3.33K -50 -77%
LAS
267
Lloyd Advisory Services
Georgia
$1K +$48 +1 +5%
AF
268
Allworth Financial
California
$1K +$1K +10 New
JWA
269
JFS Wealth Advisors
Pennsylvania
$1K +$1K +10 New
BIA
270
Bell Investment Advisors
California
$1K +$1K +13 New
AAP
271
Arax Advisory Partners
Colorado
$1K +$1K +22 New
S
272
Surevest
California
$1K +$1K +23 New
NFG
273
Next Financial Group
Texas
$1K +$1K +23 New
MP
274
McDonald Partners
Ohio
$229 +$229 +4 New
ACM
275
Absolute Capital Management
Pennsylvania
$229 +$229 +4 New
9 10
11
12 13