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NorthWestern Energy
NWE

Overview Fund Activity

215 hedge funds and large institutions have $2.99B invested in NorthWestern Energy in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
5.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
85
Reduced
75
Closed
20
Calls
$4.01M
Puts
$315K
Net Calls
+$3.69M
Net Calls Change
+$163K

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$78.5M
2
EIP
2
Epoch Investment Partners
New York
$30.5M
3
Invesco
3
Invesco
Georgia
$26.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$244M
5
LM
5
Luminus Management
Texas
$9.14M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$7.8M
2
BFA
2
BlackRock Fund Advisors
California
$352M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$65M
4
Deutsche Bank
4
Deutsche Bank
Germany
$246M
5
KAM
5
Keeley Asset Management
Illinois
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Systematic Financial Management
New Jersey
$27.1M -$4.52M -73,179 -14%
Invesco
27
Invesco
Georgia
$26.2M +$13.8M +222,893 +111%
VFA
28
Virtus Fund Advisers
Connecticut
$25.9M +$259K +4,195 +1%
TA
29
Teachers Advisors
New York
$23.8M -$1.36K -22 -0%
TAM
30
Tiverton Asset Management
Delaware
$23.6M -$2.63M -42,580 -10%
CIP
31
Chartwell Investment Partners
Pennsylvania
$23.4M +$169K +2,736 +0.7%
ICOM
32
Investment Counselors of Maryland
Maryland
$23M – – –
GI
33
GAMCO Investors
Connecticut
$22.5M -$926K -15,000 -4%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$21M -$1.46M -23,625 -6%
Principal Financial Group
35
Principal Financial Group
Iowa
$21M +$834K +13,503 +4%
First Manhattan
36
First Manhattan
New York
$20.4M -$61.7K -1,000 -0.3%
Norges Bank
37
Norges Bank
Norway
$19.4M – – –
PCA
38
Personal Capital Advisors
California
$17.9M +$1.82M +29,534 +11%
CRM
39
Cramer Rosenthal McGlynn
Connecticut
$16.5M -$2.14M -34,700 -11%
BIM
40
BlackRock Investment Management
Delaware
$15.4M +$2.45M +39,729 +19%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$15.1M -$1.55M -25,034 -9%
Ameriprise
42
Ameriprise
Minnesota
$14.4M +$713K +11,539 +5%
Bank of America
43
Bank of America
North Carolina
$14.1M +$2.91M +47,076 +26%
Charles Schwab
44
Charles Schwab
California
$14M +$1.32M +21,307 +10%
RFC
45
Russell Frank Company
Washington
$12.9M -$6.53M -105,780 -34%
CCM
46
Copeland Capital Management
Pennsylvania
$11.6M +$5.88M +95,174 +102%
FPB
47
First PREMIER Bank
South Dakota
$10.8M +$274K +4,430 +3%
Morgan Stanley
48
Morgan Stanley
New York
$9.69M +$5.23M +84,633 +117%
LM
49
Luminus Management
Texas
$9.14M +$9.14M +148,000 New
TCIM
50
TIAA CREF Investment Management
New York
$9.11M -$352K -5,696 -4%
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