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NorthWestern Energy
NWE

Overview Fund Activity

269 hedge funds and large institutions have $2.66B invested in NorthWestern Energy in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
38
Increased
103
Reduced
101
Closed
34
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$38K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$156M
2
WCM
2
Wedge Capital Management
North Carolina
$22M
3
Norges Bank
3
Norges Bank
Norway
$55M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$48.2M
5
MFIMFI
5
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.95M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$70.8M
2
Invesco
2
Invesco
Georgia
$4.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$35.9M
4
Cohen & Steers
4
Cohen & Steers
New York
$72.1M
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
276
6 Meridian
Kansas
– -$489K -8,173 Closed
B
277
Bailard
California
– -$431K -7,200 Closed
AIL
278
AGF Investments LLC
Ontario, Canada
– -$352K -5,891 Closed
Bank of Nova Scotia
279
Bank of Nova Scotia
Ontario, Canada
– -$319K -5,332 Closed
PIA
280
Piedmont Investment Advisors
North Carolina
– -$280K -4,684 Closed
MFG
281
Magnus Financial Group
New York
– -$254K -4,248 Closed
FQ
282
First Quadrant
California
– -$207K -3,462 Closed
CWM
283
Cornerstone Wealth Management
Missouri
– -$206K -3,447 Closed
Stifel Financial
284
Stifel Financial
Missouri
– -$202K -3,398 Closed
FMT
285
First Mercantile Trust
Tennessee
– -$111K -1,852 Closed
BAM
286
Belpointe Asset Management
Nevada
– -$102K -1,700 Closed
OAM
287
Oppenheimer Asset Management
New York
– -$71K -1,184 Closed
CMBA
288
C.M. Bidwell & Associates
Hawaii
– -$52K -865 Closed
BL
289
Balentine LLC
Georgia
– -$28K -471 Closed
NICM
290
Neo Ivy Capital Management
New York
– -$16K -262 Closed
ASN
291
Advisory Services Network
Georgia
– -$8K -131 Closed
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
– -$7K -111 Closed
CAW
293
Cornerstone Advisors (Washington)
Washington
– -$5K -86 Closed
Kayne Anderson Rudnick Investment Management
294
Kayne Anderson Rudnick Investment Management
California
– -$4K -59 Closed
PRC
295
Pearl River Capital
Michigan
– -$3K -55 Closed
CFGS
296
Concourse Financial Group Securities
Alabama
– -$3K -48 Closed
SFSIG
297
San Francisco Sentry Investment Group
California
– -$3K -48 Closed
LWA
298
Lenox Wealth Advisors
New York
– -$3K -45 Closed
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