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NorthWestern Energy
NWE

Overview Fund Activity

289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$34.3M 604,437 -25,191 -4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$33.1M 583,035 +2,212 +0.4%
GF
28
Gabelli Funds
New York
$30.9M 545,000 – –
Bank of America
29
Bank of America
North Carolina
$28M 492,958 -16,591 -3%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$23.9M 421,908 +221,775 +111%
SEI Investments
31
SEI Investments
Pennsylvania
$23.3M 409,744 +30,432 +8%
AQR Capital Management
32
AQR Capital Management
Connecticut
$22.6M 398,199 -137,167 -26%
Millennium Management
33
Millennium Management
New York
$20.6M 363,532 +341,960 +1,585%
Legal & General Group
34
Legal & General Group
United Kingdom
$18.8M 330,356 +15,762 +5%
GI
35
GAMCO Investors
Connecticut
$15.8M 278,350 – –
Goldman Sachs
36
Goldman Sachs
New York
$14.4M 253,739 +11,315 +5%
CIP
37
Chartwell Investment Partners
Pennsylvania
$13.1M 230,326 +58,802 +34%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$13M 228,591 +5,534 +2%
Principal Financial Group
39
Principal Financial Group
Iowa
$12.9M 226,463 -3,057 -1%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$12.2M 215,551 +10,416 +5%
LOIM
41
Liberty One Investment Management
Illinois
$11.8M 207,752 +166 +0.1%
AllianceBernstein
42
AllianceBernstein
Tennessee
$11M 194,373 +3,442 +2%
WCM
43
Wedge Capital Management
North Carolina
$10.9M 192,624 -19,512 -9%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$10.5M 185,870 +4,670 +3%
DZ Bank
45
DZ Bank
Germany
$10.3M 181,384 +78,102 +76%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$10M 176,430 -71,545 -29%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$9.67M 170,410 +3,125 +2%
Ameriprise
48
Ameriprise
Minnesota
$9.3M 163,760 -160 -0.1%
AAM
49
Advisors Asset Management
Colorado
$9.15M 161,154 -33,994 -17%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$7.75M 136,435 +15,562 +13%
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