We are live on ! Find out more
NWE icon

NorthWestern Energy

274 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79%98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 290274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$27.5M -$589K -11,049 -2%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$27.3M -$2.21M -41,546 -7%
GF
28
Gabelli Funds
New York
$26.2M
Bank of America
29
Bank of America
North Carolina
$25M +$1.46M +27,336 +6%
SEI Investments
30
SEI Investments
Pennsylvania
$20.9M +$1.39M +26,056 +6%
Morgan Stanley
31
Morgan Stanley
New York
$18.9M -$11.3M -212,046 -35%
AQR Capital Management
32
AQR Capital Management
Connecticut
$15.9M -$3.55M -66,557 -17%
Legal & General Group
33
Legal & General Group
United Kingdom
$15.8M -$82.7K -1,552 -0.5%
Renaissance Technologies
34
Renaissance Technologies
New York
$14.1M +$9.49M +177,986 +155%
GI
35
GAMCO Investors
Connecticut
$13.4M
N
36
Nuveen
North Carolina
$11.7M +$3.94M +73,992 +43%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$11.4M +$484K +9,088 +4%
Principal Financial Group
38
Principal Financial Group
Iowa
$10.8M -$43.6K -817 -0.4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$10.6M +$307K +5,751 +3%
CIP
40
Chartwell Investment Partners
Pennsylvania
$10.6M -$568K -10,647 -5%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$10M +$1.2M +22,540 +12%
JAM
42
Jupiter Asset Management
United Kingdom
$8.71M +$9.66M +181,144 New
DZ Bank
43
DZ Bank
Germany
$8.63M -$94K -1,763 -1%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$8.3M -$197K -3,691 -2%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$7.33M +$3.58M +67,083 +79%
Ameriprise
46
Ameriprise
Minnesota
$7.28M -$656K -12,299 -8%
WCM
47
Wedge Capital Management
North Carolina
$7.2M -$2.28M -42,859 -22%
Goldman Sachs
48
Goldman Sachs
New York
$6.99M -$5.78M -108,350 -43%
LOIM
49
Liberty One Investment Management
Illinois
$6.6M -$3.75M -70,420 -34%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.31M +$69.3K +1,300 +1%