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NorthWestern Energy
NWE

278 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $275K

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $2.85B → $3.07B (+$223M)

1% more funds holding

Funds holding: 274 → 278 (+4)

4% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 98.81% → 98.63% (-0.17%)

Holders
278
Holders Change
+4
Holders Change %
+1.46%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
101
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.9M
2
RRAM
River Road Asset Management
Kentucky
+$28.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$21.9M
4
Macquarie Group
Macquarie Group
Australia
+$17M
5
Ameriprise
Ameriprise
Minnesota
+$13.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$50.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$21.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.8M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
276
Castleview Partners
Texas
$153 +$150 +3 New
RIL
277
Rothschild Investment LLC
Illinois
$51 +$50 +1 New
HSBC Holdings
278
HSBC Holdings
United Kingdom
– -$5.74M -119,602 Closed
Two Sigma Investments
279
Two Sigma Investments
New York
– -$4.3M -89,397 Closed
ECM
280
ExodusPoint Capital Management
New York
– -$3.5M -72,919 Closed
PPL
281
PATRIZIA Pty Ltd
Australia
– -$2.55M -52,992 Closed
Marshall Wace
282
Marshall Wace
United Kingdom
– -$1.92M -39,976 Closed
Voloridge Investment Management
283
Voloridge Investment Management
Florida
– -$1.48M -30,733 Closed
ECM
284
Element Capital Management
New York
– -$1.2M -25,035 Closed
Boston Partners
285
Boston Partners
Massachusetts
– -$896K -18,637 Closed
SG Americas Securities
286
SG Americas Securities
New York
– -$644K -13,390 Closed
Canada Pension Plan Investment Board
287
Canada Pension Plan Investment Board
Ontario, Canada
– -$577K -12,000 Closed
D.E. Shaw & Co
288
D.E. Shaw & Co
New York
– -$548K -11,409 Closed
YIH
289
Y-Intercept (HK)
Hong Kong
– -$465K -9,679 Closed
DFCM
290
Dark Forest Capital Management
Puerto Rico
– -$436K -9,080 Closed
Walleye Trading
291
Walleye Trading
New York
– -$405K -8,427 Closed
II
292
IFM Investors
Australia
– -$385K -8,018 Closed
BC
293
Burney Company
Virginia
– -$301K -6,271 Closed
BI
294
Ballast Inc
Kentucky
– -$298K -6,200 Closed
SFI
295
Susquehanna Fundamental Investments
Pennsylvania
– -$293K -6,101 Closed
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
– -$274K -5,699 Closed
JGUA
297
John G. Ullman & Associates
New York
– -$250K -5,200 Closed
NC
298
NinePointTwo Capital
California
– -$233K -4,866 Closed
MM
299
MQS Management
New York
– -$225K -4,674 Closed
DADC
300
D.A. Davidson & Co
Montana
– -$203K -4,225 Closed
9 10 11
12
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NWE Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2023, worth a combined $3.07B — up 7.8% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NWE positions and 37 closed out — a net gain of 6 holders — while 101 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.7M.

  • 278 institutional investors held NorthWestern Energy (NWE) as of Q4 2023, up from 274 in Q3 2023.
  • Funds reported $3.07B of NorthWestern Energy stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 43 funds opened new NorthWestern Energy positions in Q4 2023 and 37 closed out, a net change of +6 holders.
  • The largest NorthWestern Energy buyer in Q4 2023 was Morgan Stanley, an estimated $28.9M added.
  • The largest NorthWestern Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $50.7M sold.

Based on aggregated 13F filings for Q4 2023.