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NorthWestern Energy
NWE

Overview Fund Activity

288 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M
2
RRAM
2
River Road Asset Management
Kentucky
$51.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$126M
2
Millennium Management
2
Millennium Management
New York
$1.25M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.68M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$30.7M
5
PCM
5
Peregrine Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
276
JFS Wealth Advisors
Pennsylvania
$1.85K +$289 +5 +19%
FFA
277
Farther Finance Advisors
California
$1.56K -$868 -15 -36%
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$1.45K – – –
Commonwealth Equity Services
279
Commonwealth Equity Services
Massachusetts
$1.36K -$65 -1,123 -5%
AAP
280
Arax Advisory Partners
Colorado
$1.27K – – –
Toronto Dominion Bank
281
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +10 New
SC
282
Schubert & Co
Texas
$811 +$116 +2 +17%
AF
283
Advisornet Financial
Minnesota
$636 +$116 +2 +22%
DI
284
Disciplined Investments
Oklahoma
$521 +$58 +1 +13%
BAAM
285
Baker Avenue Asset Management
California
$463 – – –
SIC
286
SJS Investment Consulting
Ohio
$348 – – –
HNB
287
Huntington National Bank
Ohio
$58 – – –
PCM
288
Peregrine Capital Management
Minnesota
– -$11.5M -193,877 Closed
SSA
289
Schonfeld Strategic Advisors
New York
– -$8.73M -147,141 Closed
ECM
290
ExodusPoint Capital Management
New York
– -$6.65M -112,063 Closed
CC
291
Covalis Capital
United Kingdom
– -$2.11M -35,515 Closed
Voloridge Investment Management
292
Voloridge Investment Management
Florida
– -$1.62M -27,220 Closed
ZCM
293
Ziegler Capital Management
Illinois
– -$1.07M -18,108 Closed
Pacer Advisors
294
Pacer Advisors
Pennsylvania
– -$946K -15,950 Closed
OTPPB
295
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$843K -14,211 Closed
LP
296
LMR Partners
United Kingdom
– -$742K -12,500 Closed
GCM
297
Graham Capital Management
Connecticut
– -$718K -12,093 Closed
Point72 Asset Management
298
Point72 Asset Management
Connecticut
– -$629K -10,600 Closed
Mackenzie Financial
299
Mackenzie Financial
Ontario, Canada
– -$522K -8,791 Closed
TI
300
Trexquant Investment
Connecticut
– -$404K -6,808 Closed
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