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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
RRAM
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
Macquarie Group
Australia
$78M
5
Ameriprise
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPC
251
Park Place Capital
Alabama
$4.33K – – –
FFO
252
Fortitude Family Office
Arizona
$4.07K +$4.07K +80 New
VCM
253
Versant Capital Management
Arizona
$2.75K +$305 +6 +13%
RTL
254
Red Tortoise LLC
Georgia
$2.39K – – –
IA
255
IFP Advisors
Florida
$1.88K -$21.2K -417 -92%
GWS
256
Glassman Wealth Services
Virginia
$1.68K -$1.68K -33 -50%
SNB
257
Security National Bank
Nebraska
$1.63K +$1.63K +32 New
AF
258
Allworth Financial
California
$1.53K -$13.5K -266 -90%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$1.53K +$1.53K +30 New
PWMG
260
Private Wealth Management Group
New Jersey
$1.38K +$1.38K +27 New
AT
261
Arlington Trust
Alabama
$1.32K +$1.32K +26 New
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$1.27K -$10.2K -200 -89%
AAP
263
Arax Advisory Partners
Colorado
$1.12K – – –
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$916 -$1.43K -28 -61%
S
265
Sachetta
Massachusetts
$713 +$713 +14 New
FFA
266
Farther Finance Advisors
California
$712 -$661 -13 -48%
JWA
267
JFS Wealth Advisors
Pennsylvania
$611 -$102 -2 -14%
TWP
268
TFO Wealth Partners
Ohio
$611 -$51 -1 -8%
AF
269
Advisornet Financial
Minnesota
$560 +$255 +5 +83%
FDCP
270
Foster Dykema Cabot & Partners
Massachusetts
$356 +$356 +7 New
CMBA
271
C.M. Bidwell & Associates
Hawaii
$305 -$133K -2,620 -100%
SIC
272
SJS Investment Consulting
Ohio
$255 -$102 -2 -29%
HNB
273
Huntington National Bank
Ohio
$255 +$204 +4 +400%
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$255 +$255 +5 New
CP
275
Castleview Partners
Texas
$153 +$153 +3 New
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11
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