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NorthWestern Energy
NWE

Overview Fund Activity

289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
– – -6,101 Closed
EGM
302
Engineers Gate Manager
New York
– – -4,538 Closed
Cerity Partners
303
Cerity Partners
New York
– – -4,515 Closed
RL
304
Retireful LLC
Michigan
– – -4,478 Closed
ASN
305
Advisory Services Network
Georgia
– – -2,217 Closed
VI
306
Vestcor Inc
New Brunswick, Canada
– – -1,821 Closed
SWM
307
Spire Wealth Management
Virginia
– – -1,459 Closed
Lazard Asset Management
308
Lazard Asset Management
New York
– – -900 Closed
Mitsubishi UFJ Trust & Banking
309
Mitsubishi UFJ Trust & Banking
Japan
– – -471 Closed
QL
310
Quarry LP
New York
– – -291 Closed
DCM
311
Dupont Capital Management
Delaware
– – -227 Closed
BAM
312
Belpointe Asset Management
Nevada
– – -85 Closed
TWA
313
TCI Wealth Advisors
Arizona
– – -75 Closed
SC
314
Schubert & Co
Texas
– – -14 Closed
Toronto Dominion Bank
315
Toronto Dominion Bank
Ontario, Canada
$0 4 -6 -60%
AW
316
Avion Wealth
Texas
$0 11 – –
PI
317
PEAK6 Investments
Illinois
– – – –
Comerica Bank
318
Comerica Bank
Texas
$0 100,231 +100,231 New
9 10 11 12
13