NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
$19.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.6M
2
AIG
American International Group
New York
$0
3
Invesco
Invesco
Georgia
$40.7M
4
Macquarie Group
Macquarie Group
Australia
$71.5M
5
WHG
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$14.4K +$6.91K +138 +92%
FHA
252
First Horizon Advisors
Tennessee
$13.8K +$901 +18 +7%
BTI
253
Blue Trust Inc
Georgia
$12.4K +$3.01K +59 +32%
HCP
254
Hexagon Capital Partners
Arkansas
$11.6K +$3.61K +72 +45%
SAM
255
Smartleaf Asset Management
Massachusetts
$8.75K +$8.75K +175 New
IAIM
256
International Assets Investment Management
Florida
$8.61K +$8.61K +172 New
BIA
257
Bell Investment Advisors
California
$8.56K +$2.05K +41 +32%
HWA
258
HHM Wealth Advisors
Tennessee
$8.56K +$8.56K +171 New
LI
259
LRI Investments
Florida
$8.21K +$8.21K +164 New
Jones Financial Companies
260
Jones Financial Companies
Missouri
$7.56K +$7.56K +151 New
AA
261
Addison Advisors
Vermont
$7.51K – – –
VCM
262
Versant Capital Management
Arizona
$7.31K -$1.35K -27 -16%
SIS
263
Sound Income Strategies
Florida
$7.15K -$25K -500 -78%
Bessemer Group
264
Bessemer Group
New Jersey
$7K – – –
MCM
265
Manchester Capital Management
Vermont
$6.56K +$6.56K +131 New
QL
266
Quarry LP
New York
$6.51K -$4.21K -84 -39%
PWMG
267
Private Wealth Management Group
New Jersey
$5.36K +$4.01K +80 +296%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$5.11K – – –
MG
269
Mather Group
Illinois
$4.89K – – –
GWM
270
Geneos Wealth Management
Colorado
$4.58K +$101 +2 +2%
LC
271
Lindbrook Capital
California
$4.51K +$1.4K +28 +45%
AAP
272
Arax Advisory Partners
Colorado
$4.46K +$3.36K +67 +305%
PPC
273
Park Place Capital
Alabama
$4.26K – – –
CA
274
Continuum Advisory
Idaho
$3.91K – – –
FFA
275
Farther Finance Advisors
California
$3.54K +$2.12K +43 +148%
9 10
11
12 13