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NorthWestern Energy

274 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, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79%98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 290274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% 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
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$3.75K -$213 -4 -5%
LC
252
Lindbrook Capital
California
$3.46K -$12.4K -232 -76%
MHR
253
Matthew Hamilton Rosenberg
$3.36K +$3.73K +70 New
GWS
254
Glassman Wealth Services
Virginia
$3.17K +$1.76K +33 +100%
BTI
255
Blue Trust Inc
Georgia
$3K +$1.81K +34 +179%
NIC
256
Northwest Investment Counselors
Oregon
$2.62K +$2.93K +55 New
VCM
257
Versant Capital Management
Arizona
$2.31K -$373 -7 -13%
RTL
258
Red Tortoise LLC
Georgia
$2.26K
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$2.21K -$1.6K -30 -39%
UB
260
UMB Bank
Missouri
$1.87K -$1.23K -23 -37%
BIA
261
Bell Investment Advisors
California
$1.59K -$5.7K -107 -76%
FCA
262
FinTrust Capital Advisors
South Carolina
$1.49K -$213 -4 -11%
FFA
263
Farther Finance Advisors
California
$1.3K
AAP
264
Arax Advisory Partners
Colorado
$1.06K
BAAM
265
Baker Avenue Asset Management
California
$817 +$426 +8 +89%
TWP
266
TFO Wealth Partners
Ohio
$738 +$693 +13 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$673 -$960 -18 -56%
SIC
268
SJS Investment Consulting
Ohio
$337
AF
269
Advisornet Financial
Minnesota
$288 -$373 -7 -54%
VAG
270
VisionPoint Advisory Group
Texas
$144 +$160 +3 New
HNB
271
Huntington National Bank
Ohio
$48
Balyasny Asset Management
272
Balyasny Asset Management
Illinois
-$23.9M -421,908 Closed
Adage Capital Partners
273
Adage Capital Partners
Massachusetts
-$5.68M -100,000 Closed
AM
274
AGF Management
Ontario, Canada
-$3.45M -60,849 Closed
Verition Fund Management
275
Verition Fund Management
Connecticut
-$2.58M -45,392 Closed