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NorthWestern Energy
NWE

Overview Fund Activity

243 hedge funds and large institutions have $2.51B invested in NorthWestern Energy in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 72 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-3
Holders Change %
-1.22%
% of All Funds
5.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
33
Increased
98
Reduced
72
Closed
32
Calls
$264K
Puts
$404K
Net Calls
-$140K
Net Calls Change
-$1.23M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$72.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$48.5M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M
4
CC
4
Carlson Capital
Texas
$25.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$13.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$364M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
PPL
3
PATRIZIA Pty Ltd
Australia
$6.03M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$3.03M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Systematic Financial Management
New Jersey
$19.2M -$1.21M -22,538 -6%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M +$19.2M +356,000 New
Morgan Stanley
28
Morgan Stanley
New York
$19.1M +$7.98M +148,405 +72%
Charles Schwab
29
Charles Schwab
California
$18.7M +$1.37M +25,523 +8%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$18.3M +$4.96M +92,179 +37%
CIP
31
Chartwell Investment Partners
Pennsylvania
$17.6M +$1.29M +23,975 +8%
First Manhattan
32
First Manhattan
New York
$16M -$641K -11,910 -4%
GI
33
GAMCO Investors
Connecticut
$15.7M – – –
DIA
34
Denver Investment Advisors
Colorado
$15.6M -$1.24M -23,142 -7%
Goldman Sachs
35
Goldman Sachs
New York
$15M +$2.7M +50,110 +22%
SI
36
Sapience Investments
California
$14.6M +$4.2M +78,090 +40%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$14.2M -$424K -7,884 -3%
LSV Asset Management
38
LSV Asset Management
Illinois
$13.9M +$13.3M +247,614 +2,336%
Ameriprise
39
Ameriprise
Minnesota
$13.4M +$377K +7,012 +3%
DIA
40
Dean Investment Associates
Ohio
$13.1M +$2.62M +48,791 +25%
Deutsche Bank
41
Deutsche Bank
Germany
$13.1M +$922K +17,135 +8%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$12.9M +$1.77M +32,867 +16%
Legal & General Group
43
Legal & General Group
United Kingdom
$12.6M +$1.29M +23,929 +11%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$12.4M -$2.75M -51,183 -18%
Principal Financial Group
45
Principal Financial Group
Iowa
$11.7M +$632K +11,750 +6%
Wells Fargo
46
Wells Fargo
California
$10.7M -$2.08M -38,741 -16%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$9.8M +$56.5K +1,050 +0.6%
CA
48
Cortland Advisers
Delaware
$9.15M – – –
PPA
49
Parametric Portfolio Associates
Washington
$9.01M +$692K +12,871 +8%
HAM
50
Hillcrest Asset Management
Texas
$8.98M -$345K -6,407 -4%
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