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NorthWestern Energy
NWE

Overview Fund Activity

273 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$3.46K 72 -232 -76%
MHR
252
Matthew Hamilton Rosenberg
$3.36K 70 +70 New
GWS
253
Glassman Wealth Services
Virginia
$3.17K 66 +33 +100%
BTI
254
Blue Trust Inc
Georgia
$3K 53 +34 +179%
NIC
255
Northwest Investment Counselors
Oregon
$2.62K 55 +55 New
VCM
256
Versant Capital Management
Arizona
$2.31K 48 -7 -13%
RTL
257
Red Tortoise LLC
Georgia
$2.26K 47 – –
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$2.21K 46 -30 -39%
UB
259
UMB Bank
Missouri
$1.87K 39 -23 -37%
BIA
260
Bell Investment Advisors
California
$1.59K 33 -107 -76%
FCA
261
FinTrust Capital Advisors
South Carolina
$1.49K 31 -4 -11%
FFA
262
Farther Finance Advisors
California
$1.3K 27 – –
AAP
263
Arax Advisory Partners
Colorado
$1.06K 22 – –
BAAM
264
Baker Avenue Asset Management
California
$817 17 +8 +89%
TWP
265
TFO Wealth Partners
Ohio
$738 13 +13 New
JWA
266
JFS Wealth Advisors
Pennsylvania
$673 14 -18 -56%
SIC
267
SJS Investment Consulting
Ohio
$337 7 – –
AF
268
Advisornet Financial
Minnesota
$288 6 -7 -54%
VAG
269
VisionPoint Advisory Group
Texas
$144 3 +3 New
HNB
270
Huntington National Bank
Ohio
$48 1 – –
Balyasny Asset Management
271
Balyasny Asset Management
Illinois
– – -421,908 Closed
Adage Capital Partners
272
Adage Capital Partners
Massachusetts
– – -100,000 Closed
AM
273
AGF Management
Ontario, Canada
– – -60,849 Closed
Verition Fund Management
274
Verition Fund Management
Connecticut
– – -45,392 Closed
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
– – -42,604 Closed
9 10
11
12 13