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NorthWestern Energy
NWE

Overview Fund Activity

320 hedge funds and large institutions have $3.23B invested in NorthWestern Energy in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+11
Holders Change %
+3.56%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
124
Reduced
97
Closed
37
Calls
$962K
Puts
$390K
Net Calls
+$572K
Net Calls Change
-$659K

Top Buyers

1
BlackRock
BlackRock
New York
$593M
2
First Trust Advisors
First Trust Advisors
Illinois
$53.5M
3
UBS Group
UBS Group
Switzerland
$37.3M
4
DS
DRW Securities
Illinois
$11.3M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$13.2M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$46.8M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$29.4M
3
American Century Companies
American Century Companies
Missouri
$176M
4
WHG
Westwood Holdings Group
Texas
$47.3M
5
Ameriprise
Ameriprise
Minnesota
$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$2.67K +$694 +13 +35%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$2.19K +$748 +14 +52%
EBA
303
Eagle Bay Advisors
New York
$2.14K -$53 -1 -2%
CAL
304
Capital Advisors Ltd
Ohio
$2K +$2K +31 New
MEG
305
Millstone Evans Group
Colorado
$1.87K +$1.87K +35 New
NC
306
NewSquare Capital
Pennsylvania
$1.87K +$1.87K +35 New
JWA
307
JFS Wealth Advisors
Pennsylvania
$1.39K -$53 -1 -4%
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.34K – – –
AAP
309
Arax Advisory Partners
Colorado
$1.02K -$3.21K -60 -76%
CPG
310
Cornerstone Planning Group
New Jersey
$764 – – –
DPW
311
DiNuzzo Private Wealth
Pennsylvania
$482 – – –
SIC
312
SJS Investment Consulting
Ohio
$482 – – –
WA
313
WPG Advisers
Maryland
$481 +$481 +9 New
BBHC
314
Brown Brothers Harriman & Co
New York
$428 -$2.73K -51 -86%
HNB
315
Huntington National Bank
Ohio
$374 -$2.94K -55 -89%
MG
316
Mather Group
Illinois
$321 – – –
GFPC
317
Global Financial Private Client
Florida
$107 +$107 +2 New
AIM
318
Anchor Investment Management
South Carolina
$55 – – –
PWM
319
Parkworth Wealth Management
California
$53 +$53 +1 New
Millennium Management
320
Millennium Management
New York
– -$2.94M -51,368 Closed
Arrowstreet Capital
321
Arrowstreet Capital
Massachusetts
– -$1.83M -32,015 Closed
CT
322
ClearAlpha Technologies
Connecticut
– -$1.45M -25,340 Closed
Holocene Advisors
323
Holocene Advisors
New York
– -$1.3M -22,789 Closed
Balyasny Asset Management
324
Balyasny Asset Management
Illinois
– -$1.23M -21,529 Closed
Two Sigma Investments
325
Two Sigma Investments
New York
– -$1.19M -20,818 Closed
11 12
13
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