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NorthWestern Energy

298 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 98 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $626K

27% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 96.19%95.97% (-0.22%)

2% less capital invested

Capital invested by funds: $3B → $2.95B (-$56.3M)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 304298 (-6)

Holders
298
Holders Change
-6
Holders Change %
-1.97%
% of All Funds
4.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
124
Reduced
98
Closed
37
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
276
Farther Finance Advisors
California
$3.54K +$2.17K +43 +148%
EBA
277
Eagle Bay Advisors
New York
$3.15K +$859 +17 +37%
NA
278
NewEdge Advisors
Louisiana
$3.1K -$6.37K -126 -67%
CFB
279
Cullen/Frost Bankers
Texas
$3.1K +$3.13K +62 New
ATPW
280
Ashton Thomas Private Wealth
Arizona
$2.85K +$2.88K +57 New
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$2.75K +$2.17K +43 +358%
AF
282
Allworth Financial
California
$2.42K +$657 +13 +39%
SC
283
Stephens Consulting
Michigan
$2.05K +$2.07K +41 New
IA
284
IFP Advisors
Florida
$1.85K
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.3K +$354 +7 +37%
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$1.25K
TWP
287
Triad Wealth Partners
Kansas
$1.15K +$1.16K +23 New
RAM
288
Riggs Asset Management
Pennsylvania
$802
RIL
289
Rothschild Investment LLC
Illinois
$801 +$505 +10 +167%
CPG
290
Cornerstone Planning Group
New Jersey
$721
SIC
291
SJS Investment Consulting
Ohio
$401 +$152 +3 +60%
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$351 +$101 +2 +40%
LFG
293
Larson Financial Group
Missouri
$351 +$354 +7 New
HNB
294
Huntington National Bank
Ohio
$350 +$303 +6 +600%
CMBA
295
C.M. Bidwell & Associates
Hawaii
$300
CP
296
Castleview Partners
Texas
$150
IC
297
Innealta Capital
Texas
$100 +$101 +2 New
AIG
298
American International Group
New York
-$5.65M -110,966 Closed
OTPPB
299
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$3.78M -74,277 Closed
TI
300
Trexquant Investment
Connecticut
-$2.74M -53,797 Closed