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NorthWestern Energy
NWE

Overview Fund Activity

288 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M
2
RRAM
2
River Road Asset Management
Kentucky
$51.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$126M
2
Millennium Management
2
Millennium Management
New York
$1.25M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.68M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$30.7M
5
PCM
5
Peregrine Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$34.6M +$126K +2,183 +0.4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$33.6M +$4.39M +75,849 +15%
GF
28
Gabelli Funds
New York
$31.5M – – –
AQR Capital Management
29
AQR Capital Management
Connecticut
$30.7M -$11.6M -201,327 -27%
Bank of America
30
Bank of America
North Carolina
$29.5M +$5.88M +101,702 +25%
SEI Investments
31
SEI Investments
Pennsylvania
$21.9M +$503K +8,687 +2%
Legal & General Group
32
Legal & General Group
United Kingdom
$18.2M +$441K +7,618 +2%
GI
33
GAMCO Investors
Connecticut
$16.1M – – –
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$14.3M +$9.02M +155,960 +169%
Goldman Sachs
35
Goldman Sachs
New York
$14M -$672K -11,611 -5%
MCC
36
Money Concepts Capital
Florida
$14M -$226K -3,899 -2%
Principal Financial Group
37
Principal Financial Group
Iowa
$13.3M +$270K +4,671 +2%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$12.8M +$12.8M +223,057 New
CIC
39
Crawford Investment Counsel
Georgia
$12.7M -$9.86M -170,339 -44%
WCM
40
Wedge Capital Management
North Carolina
$12.3M -$574K -9,915 -4%
Renaissance Technologies
41
Renaissance Technologies
New York
$12.3M +$7.31M +126,400 +148%
LOIM
42
Liberty One Investment Management
Illinois
$12M +$195K +3,376 +2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$11.9M +$40.7K +703 +0.3%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$11.6M +$11.6M +200,133 New
AAM
45
Advisors Asset Management
Colorado
$11.3M -$1.07M -18,410 -9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$11M -$116K -2,004 -1%
Hotchkis & Wiley Capital Management
47
Hotchkis & Wiley Capital Management
California
$10.5M +$708K +12,230 +7%
CIP
48
Chartwell Investment Partners
Pennsylvania
$9.92M -$84.6K -1,463 -0.8%
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$9.68M -$12.3M -211,983 -56%
Ameriprise
50
Ameriprise
Minnesota
$9.48M +$366K +6,334 +4%
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