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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
276
Addison Advisors
Vermont
$7.64K – – –
BIA
277
Bell Investment Advisors
California
$6.62K -$2.15K -44 -25%
BCWM
278
Bartlett & Co Wealth Management
Ohio
$5.2K – – –
MG
279
Mather Group
Illinois
$4.88K +$4.68K +96 New
GWM
280
Geneos Wealth Management
Colorado
$4.53K -$13.6K -278 -76%
PPC
281
Park Place Capital
Alabama
$4.33K – – –
CA
282
Continuum Advisory
Idaho
$4.04K +$3.81K +78 New
LC
283
Lindbrook Capital
California
$3.16K -$1.56K -32 -34%
EBA
284
Eagle Bay Advisors
New York
$2.34K -$3.17K -65 -59%
AF
285
Advisornet Financial
Minnesota
$2.09K +$1.46K +30 +273%
IA
286
IFP Advisors
Florida
$1.88K – – –
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$195 +4 +13%
AF
288
Allworth Financial
California
$1.68K +$146 +3 +10%
FFA
289
Farther Finance Advisors
California
$1.47K +$732 +15 +107%
PWMG
290
Private Wealth Management Group
New Jersey
$1.38K – – –
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$1.27K – – –
AAP
292
Arax Advisory Partners
Colorado
$1.12K – – –
A
293
AlphaQuest
New York
$1.12K +$1.07K +22 New
JWA
294
JFS Wealth Advisors
Pennsylvania
$968 +$341 +7 +58%
RAM
295
Riggs Asset Management
Pennsylvania
$815 +$780 +16 New
CPG
296
Cornerstone Planning Group
New Jersey
$717 +$683 +14 New
S
297
Sachetta
Massachusetts
$713 – – –
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$611 -$293 -6 -33%
CMBA
299
C.M. Bidwell & Associates
Hawaii
$306 – – –
RIL
300
Rothschild Investment LLC
Illinois
$306 +$244 +5 +500%
10 11
12
13 14

NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.