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NorthWestern Energy
NWE

Overview Fund Activity

287 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
137
Reduced
75
Closed
28
Calls
$720K
Puts
$641K
Net Calls
+$79K
Net Calls Change
-$1.41M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$83.4M
2
Millennium Management
2
Millennium Management
New York
$29.8M
3
American Century Companies
3
American Century Companies
Missouri
$167M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$295M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.12M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$20K +$16.5K +338 +469%
SIC
252
Salem Investment Counselors
North Carolina
$14K – – –
BTI
253
Blue Trust Inc
Georgia
$14K +$461 +8 +3%
PA
254
Parallel Advisors
California
$14K +$3.96K +80 +39%
GWM
255
Geneos Wealth Management
Colorado
$13K -$7.94K -168 -38%
FHA
256
First Horizon Advisors
Tennessee
$12K – – –
LC
257
Lindbrook Capital
California
$11K +$3.94K +78 +56%
GRP
258
Global Retirement Partners
California
$11K +$6.38K +123 +138%
FCA
259
FinTrust Capital Advisors
South Carolina
$7K -$4.88K -99 -41%
CFGS
260
Concourse Financial Group Securities
Alabama
$7K -$98 -2 -1%
AA
261
Addison Advisors
Vermont
$7K – – –
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$6K -$9.39K -183 -61%
BIA
263
Bell Investment Advisors
California
$6K -$3.62K -73 -38%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$5.03K – – –
BC
265
Bartlett & Co
Ohio
$5K – – –
PTC
266
Private Trust Company
Ohio
$5K – – –
HCP
267
Hexagon Capital Partners
Arkansas
$5K +$3.85K +84 +336%
TWA
268
TCI Wealth Advisors
Arizona
$4K – – –
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.35K +62 +517%
UB
270
UMB Bank
Missouri
$3K +$919 +19 +44%
Simplex Trading
271
Simplex Trading
Illinois
$3K +$3K +75 New
VCM
272
Versant Capital Management
Arizona
$2K -$54 -1 -3%
GWS
273
Glassman Wealth Services
Virginia
$2K – – –
Bank of Montreal
274
Bank of Montreal
Ontario, Canada
$1.79K -$1.67K -33,228 -48%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$1K -$6.03K -181 -86%
9 10
11
12 13