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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.36B invested in NorthWestern Energy in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
107
Reduced
97
Closed
23
Calls
$1.78M
Puts
$295K
Net Calls
+$1.48M
Net Calls Change
+$750K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$317M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$13.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$28.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.63M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$105M
2
Norges Bank
2
Norges Bank
Norway
$33.7M
3
First Manhattan
3
First Manhattan
New York
$9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$113M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$8K +$60 +1 +0.8%
WA
252
Win Advisors
Florida
$7K +$3.15K +49 +82%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$6.01K – – –
BC
254
Bartlett & Co
Ohio
$6K – – –
VRM
255
Vectors Research Management
New York
$6K – – –
PTC
256
Private Trust Company
Ohio
$6K +$6K +105 New
GRP
257
Global Retirement Partners
California
$5K -$1.24K -22 -20%
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$4.1K +$2.54K +42,579 +162%
TWA
259
TCI Wealth Advisors
Arizona
$4K – – –
Bessemer Group
260
Bessemer Group
New Jersey
$4K – – –
UB
261
UMB Bank
Missouri
$3K -$628 -9 -17%
GWS
262
Glassman Wealth Services
Virginia
$2K -$10.7K -177 -84%
VCM
263
Versant Capital Management
Arizona
$2K – – –
JWA
264
JFS Wealth Advisors
Pennsylvania
$2K +$563 +9 +39%
HF
265
Halpern Financial
Virginia
$1.65K +$1.65K +28 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.33K -28 -70%
AAP
267
Arax Advisory Partners
Colorado
$1K – – –
AF
268
Allworth Financial
California
$1K – – –
S
269
Surevest
California
$1K – – –
STCOSD
270
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
DI
271
Disciplined Investments
Oklahoma
$1K +$222 +2 +29%
SC
272
Schubert & Co
Texas
$1K +$533 +8 +114%
AW
273
Avion Wealth
Texas
$1K +$1K +11 New
VWM
274
Valley Wealth Managers
New Jersey
$1K +$1K +17 New
CWM
275
Castle Wealth Management
Florida
$1K +$1K +25 New
8 9 10
11
12