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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 %
D.E. Shaw & Co
326
D.E. Shaw & Co
New York
– -$917K -16,034 Closed
SG Americas Securities
327
SG Americas Securities
New York
– -$890K -15,561 Closed
WG
328
Winton Group
United Kingdom
– -$775K -13,536 Closed
Man Group
329
Man Group
United Kingdom
– -$719K -12,558 Closed
XT
330
XTX Topco
Cayman Islands
– -$631K -11,026 Closed
TD Asset Management
331
TD Asset Management
Ontario, Canada
– -$619K -10,800 Closed
PCM
332
Penn Capital Management
Pennsylvania
– -$585K -10,229 Closed
NEI
333
Northwest & Ethical Investments
Ontario, Canada
– -$584K -10,204 Closed
IAIM
334
International Assets Investment Management
Florida
– -$172 -9,842 Closed
SSA
335
Schonfeld Strategic Advisors
New York
– -$540K -9,440 Closed
SPS
336
Susquehanna Portfolio Strategies
Pennsylvania
– -$502K -8,767 Closed
LCM
337
Legato Capital Management
California
– -$463K -8,090 Closed
Marshall Wace
338
Marshall Wace
United Kingdom
– -$396K -6,913 Closed
KeyBank National Association
339
KeyBank National Association
Ohio
– -$345K -6,025 Closed
PP
340
Paloma Partners
Connecticut
– -$260K -4,541 Closed
FTDI
341
First Trust Direct Indexing
Massachusetts
– -$251K -4,382 Closed
ZIC
342
ZWJ Investment Counsel
Georgia
– -$220K -3,837 Closed
MM
343
MQS Management
New York
– -$212K -3,704 Closed
AI
344
Atria Investments
North Carolina
– -$202K -3,533 Closed
CL
345
Choreo LLC
Illinois
– -$201K -3,505 Closed
NC
346
nVerses Capital
Florida
– -$57.2K -1,000 Closed
ACM
347
Aquatic Capital Management
Illinois
– -$51.5K -900 Closed
QL
348
Quarry LP
New York
– -$22.8K -399 Closed
GWP
349
Gen-Wealth Partners
Michigan
– -$20.5K -380 Closed
CPA
350
Capital Performance Advisors
California
– -$6.52K -114 Closed
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