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NorthWestern Energy
NWE

Overview Fund Activity

273 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, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% 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
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$27.5M 571,986 -11,049 -2%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$27.3M 567,032 -41,546 -7%
GF
28
Gabelli Funds
New York
$26.2M 545,000 – –
Bank of America
29
Bank of America
North Carolina
$25M 520,294 +27,336 +6%
SEI Investments
30
SEI Investments
Pennsylvania
$20.9M 435,800 +26,056 +6%
Morgan Stanley
31
Morgan Stanley
New York
$18.9M 392,391 -212,046 -35%
AQR Capital Management
32
AQR Capital Management
Connecticut
$15.9M 331,642 -66,557 -17%
Legal & General Group
33
Legal & General Group
United Kingdom
$15.8M 328,804 -1,552 -0.5%
Renaissance Technologies
34
Renaissance Technologies
New York
$14.1M 292,926 +177,986 +155%
GI
35
GAMCO Investors
Connecticut
$13.4M 278,350 – –
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$11.7M 244,402 +73,992 +43%
Empower Advisory Group
37
Empower Advisory Group
Colorado
$11.4M 237,679 +9,088 +4%
Principal Financial Group
38
Principal Financial Group
Iowa
$10.8M 225,646 -817 -0.4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$10.6M 221,302 +5,751 +3%
CIP
40
Chartwell Investment Partners
Pennsylvania
$10.6M 219,679 -10,647 -5%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$10M 208,410 +22,540 +12%
JAM
42
Jupiter Asset Management
United Kingdom
$8.71M 181,144 +181,144 New
DZ Bank
43
DZ Bank
Germany
$8.63M 179,621 -1,763 -1%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$8.3M 172,739 -3,691 -2%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$7.33M 152,454 +67,083 +79%
Ameriprise
46
Ameriprise
Minnesota
$7.28M 151,461 -12,299 -8%
WCM
47
Wedge Capital Management
North Carolina
$7.2M 149,765 -42,859 -22%
Goldman Sachs
48
Goldman Sachs
New York
$6.99M 145,389 -108,350 -43%
LOIM
49
Liberty One Investment Management
Illinois
$6.6M 137,332 -70,420 -34%
Swiss National Bank
50
Swiss National Bank
Switzerland
$6.31M 131,383 +1,300 +1%
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