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NorthWestern Energy
NWE

278 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $275K

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $2.85B → $3.07B (+$223M)

1% more funds holding

Funds holding: 274 → 278 (+4)

4% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 98.81% → 98.63% (-0.17%)

Holders
278
Holders Change
+4
Holders Change %
+1.46%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
101
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$28.9M
2
RRAM
River Road Asset Management
Kentucky
+$28.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$21.9M
4
Macquarie Group
Macquarie Group
Australia
+$17M
5
Ameriprise
Ameriprise
Minnesota
+$13.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$50.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$21.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.8M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
301
Truepoint Inc
Ohio
– -$203K -4,216 Closed
WWP
302
WR Wealth Planners
Missouri
– -$27.3K -567 Closed
SIC
303
Salem Investment Counselors
North Carolina
– -$13.2K -275 Closed
JWM
304
Janiczek Wealth Management
Colorado
– -$11.2K -234 Closed
ANBT
305
American National Bank & Trust
Texas
– -$8.12K -169 Closed
NFSG
306
Newbridge Financial Services Group
Florida
– -$4.98K -104 Closed
PTC
307
Private Trust Company
Ohio
– -$4.81K -100 Closed
MHR
308
Matthew Hamilton Rosenberg
– -$3.49K -70 Closed
NIC
309
Northwest Investment Counselors
Oregon
– -$2.62K -55 Closed
UB
310
UMB Bank
Missouri
– -$1.87K -39 Closed
FCA
311
FinTrust Capital Advisors
South Carolina
– -$1.49K -31 Closed
BAAM
312
Baker Avenue Asset Management
California
– -$817 -17 Closed
VAG
313
VisionPoint Advisory Group
Texas
– -$144 -3 Closed
9 10 11 12
13

NWE Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2023, worth a combined $3.07B — up 7.8% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NWE positions and 37 closed out — a net gain of 6 holders — while 101 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.7M.

  • 278 institutional investors held NorthWestern Energy (NWE) as of Q4 2023, up from 274 in Q3 2023.
  • Funds reported $3.07B of NorthWestern Energy stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 43 funds opened new NorthWestern Energy positions in Q4 2023 and 37 closed out, a net change of +6 holders.
  • The largest NorthWestern Energy buyer in Q4 2023 was Morgan Stanley, an estimated $28.9M added.
  • The largest NorthWestern Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $50.7M sold.

Based on aggregated 13F filings for Q4 2023.