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NorthWestern Energy
NWE

290 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.37% more ownership

Funds ownership: 97.42% → 97.79% (+0.37%)

0% more funds holding

Funds holding: 289 → 290 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.37B → $3.31B (-$54.6M)

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
+$25.3M
2
Millennium Management
Millennium Management
New York
+$20M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13M
4
BlackRock
BlackRock
New York
+$7.04M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.89M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$24.4M
2
CIC
Crawford Investment Counsel
Georgia
-$12.7M
3
Invesco
Invesco
Georgia
-$12.3M
4
MCC
Money Concepts Capital
Florida
-$12.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$8.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
276
Glassman Wealth Services
Virginia
$1.87K – – –
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.82K – – –
FFA
278
Farther Finance Advisors
California
$1.53K – – –
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$1.42K – – –
AAP
280
Arax Advisory Partners
Colorado
$1.25K – – –
BTI
281
Blue Trust Inc
Georgia
$1K -$43.7K -747 -98%
AF
282
Advisornet Financial
Minnesota
$738 +$117 +2 +18%
2L
283
25 LLC
Missouri
$517 +$526 +9 New
BAAM
284
Baker Avenue Asset Management
California
$490 +$58 +1 +13%
DI
285
Disciplined Investments
Oklahoma
$454 -$58 -1 -11%
SIC
286
SJS Investment Consulting
Ohio
$398 +$58 +1 +17%
HNB
287
Huntington National Bank
Ohio
$57 – – –
CIC
288
Crawford Investment Counsel
Georgia
– -$12.7M -219,333 Closed
Walleye Capital
289
Walleye Capital
New York
– -$7.56M -130,693 Closed
Tudor Investment Corp
290
Tudor Investment Corp
Connecticut
– -$2.52M -43,461 Closed
E
291
Ergoteles
New York
– -$824K -14,235 Closed
IA
292
Inspire Advisors
Idaho
– -$739K -12,774 Closed
TCM
293
Teza Capital Management
Illinois
– -$734K -12,692 Closed
ACM
294
Acrisure Capital Management
Texas
– -$613K -10,596 Closed
D.E. Shaw & Co
295
D.E. Shaw & Co
New York
– -$547K -9,449 Closed
CSS
296
Cubist Systematic Strategies
Connecticut
– -$506K -8,748 Closed
PCM
297
Penn Capital Management
Pennsylvania
– -$452K -7,815 Closed
WG
298
Winton Group
United Kingdom
– -$411K -7,104 Closed
BCM
299
Bayesian Capital Management
New York
– -$372K -6,426 Closed
TI
300
Tidal Investments
Wisconsin
– -$369K -6,386 Closed
9 10 11
12
13

NWE Hedge Fund Activity: Q2 2023 in Review

290 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q2 2023, worth a combined $3.31B — down 1.6% from $3.37B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NWE positions and 28 closed out — a net gain of 1 holder — while 126 added to existing stakes and 88 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $25.3M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $24.4M.

  • 290 institutional investors held NorthWestern Energy (NWE) as of Q2 2023, up from 289 in Q1 2023.
  • Funds reported $3.31B of NorthWestern Energy stock for Q2 2023, down 1.6% quarter-over-quarter.
  • 29 funds opened new NorthWestern Energy positions in Q2 2023 and 28 closed out, a net change of +1 holder.
  • The largest NorthWestern Energy buyer in Q2 2023 was River Road Asset Management, an estimated $25.3M added.
  • The largest NorthWestern Energy seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2023.