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NorthWestern Energy
NWE

Overview Fund Activity

274 hedge funds and large institutions have $3.41B invested in NorthWestern Energy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-5
Holders Change %
-1.79%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
127
Reduced
76
Closed
33
Calls
$1.4M
Puts
$663K
Net Calls
+$734K
Net Calls Change
+$471K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$307M
2
State Street
State Street
Massachusetts
$145M
3
Victory Capital Management
Victory Capital Management
Texas
$111M
4
Norges Bank
Norges Bank
Norway
$48.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.72M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$124M
2
American Century Companies
American Century Companies
Missouri
$180M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$124M
5
IM
Islet Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
251
Vectors Research Management
New York
$6K – – –
BC
252
Bartlett & Co
Ohio
$6K +$6K +102 New
GAM
253
Gemmer Asset Management
California
$5K – – –
Barclays
254
Barclays
United Kingdom
$5K +$2.7K +47 +118%
UB
255
UMB Bank
Missouri
$4K -$2.23K -29 -36%
TWA
256
TCI Wealth Advisors
Arizona
$4K – – –
Bessemer Group
257
Bessemer Group
New Jersey
$4K +$278 +5 +7%
WA
258
Win Advisors
Florida
$4K +$4K +60 New
FPS
259
Fieldpoint Private Securities
Connecticut
$3K -$319 -5 -10%
JWM
260
Janiczek Wealth Management
Colorado
$2K – – –
VCM
261
Versant Capital Management
Arizona
$2K +$263 +5 +15%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +40 New
STCOSD
263
Sageworth Trust Company of South Dakota
South Dakota
$1K -$5.31K -85 -84%
AAP
264
Arax Advisory Partners
Colorado
$1K – – –
AF
265
Allworth Financial
California
$1K – – –
S
266
Surevest
California
$1K – – –
LAS
267
Lloyd Advisory Services
Georgia
$1K – – –
JWA
268
JFS Wealth Advisors
Pennsylvania
$1K +$565 +13 +130%
CI
269
Cordant Inc
Oregon
$1K +$1K +13 New
Marshall Wace
270
Marshall Wace
United Kingdom
– -$23.6M -412,441 Closed
IM
271
Islet Management
New York
– -$17.1M -300,000 Closed
Adage Capital Partners
272
Adage Capital Partners
Massachusetts
– -$10.3M -180,000 Closed
HHAM
273
HITE Hedge Asset Management
Massachusetts
– -$6.46M -113,023 Closed
Nomura Holdings
274
Nomura Holdings
Japan
– -$3.51M -61,287 Closed
RBA
275
Richard Bernstein Advisors
New York
– -$2.45M -42,890 Closed
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