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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
301
DiNuzzo Private Wealth
Pennsylvania
$255 – – –
SIC
302
SJS Investment Consulting
Ohio
$255 – – –
CP
303
Castleview Partners
Texas
$153 – – –
HNB
304
Huntington National Bank
Ohio
$51 -$195 -4 -80%
T. Rowe Price Investment Management
305
T. Rowe Price Investment Management
Maryland
– -$21M -412,490 Closed
Balyasny Asset Management
306
Balyasny Asset Management
Illinois
– -$12.7M -249,252 Closed
JAM
307
Jupiter Asset Management
United Kingdom
– -$6.46M -126,952 Closed
Renaissance Technologies
308
Renaissance Technologies
New York
– -$2.86M -56,226 Closed
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
– -$1.54M -30,328 Closed
BCM
310
Bayesian Capital Management
New York
– -$713K -14,006 Closed
DTL
311
Dynamic Technology Lab
Singapore
– -$507K -9,959 Closed
PE
312
Point72 Europe
United Kingdom
– -$366K -7,188 Closed
Allianz Asset Management
313
Allianz Asset Management
Germany
– -$282K -5,540 Closed
Pathstone Holdings
314
Pathstone Holdings
New Jersey
– -$207K -4,068 Closed
CNBT
315
Canandaigua National Bank & Trust
New York
– -$204K -4,000 Closed
Cambridge Investment Research Advisors
316
Cambridge Investment Research Advisors
Iowa
– -$200K -3,937 Closed
ACM
317
Aquatic Capital Management
Illinois
– -$173K -3,400 Closed
ASN
318
Advisory Services Network
Georgia
– -$168K -3,304 Closed
DAC
319
Dividend Assets Capital
South Carolina
– -$140K -2,750 Closed
Lazard Asset Management
320
Lazard Asset Management
New York
– -$62K -1,228 Closed
HT
321
Headlands Technologies
Illinois
– -$28K -550 Closed
Group One Trading
322
Group One Trading
Illinois
– -$26K -510 Closed
BBHC
323
Brown Brothers Harriman & Co
New York
– -$7.63K -150 Closed
CSS
324
Cubist Systematic Strategies
Connecticut
– -$4.83K -95 Closed
FFO
325
Fortitude Family Office
Arizona
– -$4.07K -80 Closed
10 11 12
13
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NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.