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NorthWestern Energy

313 hedge funds and large institutions have $3.38B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $114K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.95B → $3.38B (+$433M)

5% more funds holding

Funds holding: 298313 (+15)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

0.44% more ownership

Funds ownership: 95.97%96.41% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
116
Reduced
110
Closed
30
Calls
$1.34M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
276
Sound Income Strategies
Florida
$8.25K +$53 +1 +0.7%
CFGS
277
Concourse Financial Group Securities
Alabama
$8.07K -$7.85K -147 -51%
GM
278
GeoWealth Management
Illinois
$7.78K +$7.26K +136 New
CPA
279
Capital Performance Advisors
California
$6.52K +$6.09K +114 New
PWMG
280
Private Wealth Management Group
New Jersey
$6.12K
VCM
281
Versant Capital Management
Arizona
$6.01K -$2.19K -41 -28%
BCWM
282
Bartlett & Co Wealth Management
Ohio
$5.84K
GWM
283
Geneos Wealth Management
Colorado
$5.29K +$53 +1 +1%
PPC
284
Park Place Capital
Alabama
$4.86K
LC
285
Lindbrook Capital
California
$4.75K -$374 -7 -8%
AAP
286
Arax Advisory Partners
Colorado
$4.52K -$534 -10 -11%
CA
287
Continuum Advisory
Idaho
$4.28K
CMBA
288
C.M. Bidwell & Associates
Hawaii
$4.23K +$3.63K +68 +1,133%
LI
289
LRI Investments
Florida
$3.73K -$5.13K -96 -59%
NA
290
NewEdge Advisors
Louisiana
$3.55K
HNB
291
Huntington National Bank
Ohio
$3.55K +$2.94K +55 +786%
ATS
292
Ashton Thomas Securities
New York
$3.38K +$3.15K +59 New
BBHC
293
Brown Brothers Harriman & Co
New York
$3.38K +$3.15K +59 New
RIL
294
Rothschild Investment LLC
Illinois
$2.92K +$1.87K +35 +219%
UB
295
UMB Bank
Missouri
$2.8K +$2.62K +49 New
EBA
296
Eagle Bay Advisors
New York
$2.35K -$1.18K -22 -35%
AF
297
Allworth Financial
California
$2.12K -$481 -9 -20%
IA
298
IFP Advisors
Florida
$2.12K
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$1.66K +$1.55K +29 New
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$1.54K -$1.5K -28 -51%