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NorthWestern Energy
NWE

Overview Fund Activity

287 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
137
Reduced
75
Closed
28
Calls
$720K
Puts
$641K
Net Calls
+$79K
Net Calls Change
-$1.41M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$83.4M
2
Millennium Management
2
Millennium Management
New York
$29.8M
3
American Century Companies
3
American Century Companies
Missouri
$167M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$295M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.12M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
276
JFS Wealth Advisors
Pennsylvania
$1K -$391 -9 -28%
VWM
277
Valley Wealth Managers
New Jersey
$1K – – –
AAP
278
Arax Advisory Partners
Colorado
$1K – – –
AW
279
Avion Wealth
Texas
$1K – – –
CWM
280
Castle Wealth Management
Florida
$1K +$38 +1 +4%
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +25 New
ACM
282
Absolute Capital Management
Pennsylvania
$255 +$255 +5 New
Loomis, Sayles & Company
283
Loomis, Sayles & Company
Massachusetts
– -$8.63M -146,394 Closed
OLA
284
Oliver Luxxe Assets
New Jersey
– -$776K -13,164 Closed
TI
285
Trexquant Investment
Connecticut
– -$446K -7,560 Closed
YIH
286
Y-Intercept (HK)
Hong Kong
– -$373K -6,336 Closed
EGM
287
Engineers Gate Manager
New York
– -$352K -5,980 Closed
AA
288
ALPS Advisors
Colorado
– -$297K -5,045 Closed
SIM
289
Sandia Investment Management
Massachusetts
– -$295K -5,000 Closed
B
290
Bailard
California
– -$265K -4,500 Closed
SWP
291
Strategic Wealth Partners
Ohio
– -$254K -4,302 Closed
FRM
292
Fox Run Management
Connecticut
– -$250K -4,237 Closed
Pacer Advisors
293
Pacer Advisors
Pennsylvania
– -$229K -3,885 Closed
IFS
294
Ifrah Financial Services
Arkansas
– -$227K -3,860 Closed
FCBT
295
First Citizens Bank & Trust
North Carolina
– -$224K -3,798 Closed
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
– -$220K -3,731 Closed
CNC
297
Canandaigua National Corp
New York
– -$216K -3,662 Closed
II
298
Inspire Investing
Idaho
– -$212K -3,604 Closed
H6H
299
Hightower 6M Holding
Kansas
– -$212K -3,595 Closed
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
– -$100K -1,695 Closed
9 10 11
12
13