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NorthWestern Energy

290 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.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.37% more ownership

Funds ownership: 97.42%97.79% (+0.37%)

0% more funds holding

Funds holding: 289290 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $3.37B → $3.31B (-$54.6M)

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$34.3M -$1.47M -25,191 -4%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$33.1M +$129K +2,212 +0.4%
GF
28
Gabelli Funds
New York
$30.9M
Bank of America
29
Bank of America
North Carolina
$28M -$970K -16,591 -3%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$23.9M +$13M +221,775 +111%
SEI Investments
31
SEI Investments
Pennsylvania
$23.3M +$1.78M +30,432 +8%
AQR Capital Management
32
AQR Capital Management
Connecticut
$22.6M -$8.02M -137,167 -26%
Millennium Management
33
Millennium Management
New York
$20.6M +$20M +341,960 +1,585%
Legal & General Group
34
Legal & General Group
United Kingdom
$18.8M +$922K +15,762 +5%
GI
35
GAMCO Investors
Connecticut
$15.8M
Goldman Sachs
36
Goldman Sachs
New York
$14.4M +$662K +11,315 +5%
CIP
37
Chartwell Investment Partners
Pennsylvania
$13.1M +$3.44M +58,802 +34%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$13M +$324K +5,534 +2%
Principal Financial Group
39
Principal Financial Group
Iowa
$12.9M -$179K -3,057 -1%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$12.2M +$609K +10,416 +5%
LOIM
41
Liberty One Investment Management
Illinois
$11.8M +$9.71K +166 +0.1%
AllianceBernstein
42
AllianceBernstein
Tennessee
$11M +$201K +3,442 +2%
WCM
43
Wedge Capital Management
North Carolina
$10.9M -$1.14M -19,512 -9%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$10.5M +$273K +4,670 +3%
DZ Bank
45
DZ Bank
Germany
$10.3M +$4.57M +78,102 +76%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$10M -$4.18M -71,545 -29%
N
47
Nuveen
North Carolina
$9.67M +$183K +3,125 +2%
Ameriprise
48
Ameriprise
Minnesota
$9.3M -$9.35K -160 -0.1%
AAM
49
Advisors Asset Management
Colorado
$9.15M -$1.99M -33,994 -17%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$7.75M +$910K +15,562 +13%