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NorthWestern Energy
NWE

Overview Fund Activity

297 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, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
$19.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.6M
2
AIG
American International Group
New York
$0
3
Invesco
Invesco
Georgia
$40.7M
4
Macquarie Group
Macquarie Group
Australia
$71.5M
5
WHG
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
276
Eagle Bay Advisors
New York
$3.16K +$851 +17 +37%
NA
277
NewEdge Advisors
Louisiana
$3.11K -$6.31K -126 -67%
CFB
278
Cullen/Frost Bankers
Texas
$3.11K +$3.11K +62 New
ATPW
279
Ashton Thomas Private Wealth
Arizona
$2.86K +$2.86K +57 New
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$2.75K +$2.15K +43 +358%
AF
281
Allworth Financial
California
$2.42K +$683 +13 +39%
SC
282
Stephens Consulting
Michigan
$2.05K +$2.05K +41 New
IA
283
IFP Advisors
Florida
$1.85K – – –
JWA
284
JFS Wealth Advisors
Pennsylvania
$1.3K +$351 +7 +37%
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$1.25K – – –
TWP
286
Triad Wealth Partners
Kansas
$1.15K +$1.15K +23 New
RAM
287
Riggs Asset Management
Pennsylvania
$802 – – –
RIL
288
Rothschild Investment LLC
Illinois
$801 +$501 +10 +167%
CPG
289
Cornerstone Planning Group
New Jersey
$721 – – –
SIC
290
SJS Investment Consulting
Ohio
$401 +$150 +3 +60%
DPW
291
DiNuzzo Private Wealth
Pennsylvania
$351 +$100 +2 +40%
LFG
292
Larson Financial Group
Missouri
$351 +$351 +7 New
HNB
293
Huntington National Bank
Ohio
$350 +$300 +6 +600%
CMBA
294
C.M. Bidwell & Associates
Hawaii
$300 – – –
CP
295
Castleview Partners
Texas
$150 – – –
IC
296
Innealta Capital
Texas
$100 +$100 +2 New
AIG
297
American International Group
New York
– -$5.65M -110,966 Closed
OTPPB
298
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$3.78M -74,277 Closed
TI
299
Trexquant Investment
Connecticut
– -$2.74M -53,797 Closed
Capital Fund Management (CFM)
300
Capital Fund Management (CFM)
France
– -$1.88M -37,007 Closed
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