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NorthWestern Energy
NWE

Overview Fund Activity

309 hedge funds and large institutions have $3.33B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+12
Holders Change %
+4.04%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
115
Reduced
110
Closed
32
Calls
$1.35M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
1
BlackRock
New York
$567M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.3M
5
SFM
5
Systematic Financial Management
New Jersey
$61.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$107M
3
Millennium Management
3
Millennium Management
New York
$2.94M
4
Macquarie Group
4
Macquarie Group
Australia
$73.1M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
276
Capital Performance Advisors
California
$6.52K +$6.52K +114 New
PWMG
277
Private Wealth Management Group
New Jersey
$6.12K – – –
VCM
278
Versant Capital Management
Arizona
$6.01K -$2.35K -41 -28%
BCWM
279
Bartlett & Co Wealth Management
Ohio
$5.84K – – –
GWM
280
Geneos Wealth Management
Colorado
$5.29K +$57 +1 +1%
PPC
281
Park Place Capital
Alabama
$4.86K – – –
LC
282
Lindbrook Capital
California
$4.75K -$401 -7 -8%
AAP
283
Arax Advisory Partners
Colorado
$4.52K -$572 -10 -11%
CA
284
Continuum Advisory
Idaho
$4.28K – – –
CMBA
285
C.M. Bidwell & Associates
Hawaii
$4.23K +$3.89K +68 +1,133%
LI
286
LRI Investments
Florida
$3.73K -$5.27K -96 -59%
NA
287
NewEdge Advisors
Louisiana
$3.55K – – –
HNB
288
Huntington National Bank
Ohio
$3.55K +$3.15K +55 +786%
BBHC
289
Brown Brothers Harriman & Co
New York
$3.38K +$3.38K +59 New
ATS
290
Ashton Thomas Securities
New York
$3.38K +$3.38K +59 New
RIL
291
Rothschild Investment LLC
Illinois
$2.92K +$2K +35 +219%
UB
292
UMB Bank
Missouri
$2.8K +$2.8K +49 New
EBA
293
Eagle Bay Advisors
New York
$2.35K -$1.26K -22 -35%
AF
294
Allworth Financial
California
$2.12K -$515 -9 -20%
IA
295
IFP Advisors
Florida
$2.12K – – –
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$1.66K +$1.66K +29 New
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$1.55K -$1.6K -28 -51%
JWA
298
JFS Wealth Advisors
Pennsylvania
$1.55K +$57 +1 +4%
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$1.43K – – –
HPC
300
HM Payson & Co
Maine
$973 +$973 +17 New
10 11
12
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