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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
RRAM
2
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
4
Macquarie Group
Australia
$78M
5
Ameriprise
5
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$29M +$2.51M +49,411 +9%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$28.3M -$544K -10,684 -2%
GF
28
Gabelli Funds
New York
$27.7M – – –
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$27.1M -$2.03M -39,868 -7%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$22.7M +$22.4M +439,621 +6,892%
SEI Investments
31
SEI Investments
Pennsylvania
$22M -$179K -3,523 -0.8%
Ameriprise
32
Ameriprise
Minnesota
$21.2M +$13.5M +264,969 +175%
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$21M -$51.7M -1,016,185 -71%
Legal & General Group
34
Legal & General Group
United Kingdom
$18.7M +$1.98M +38,855 +12%
RJA
35
Raymond James & Associates
Florida
$17.1M +$11.2M +219,145 +188%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$15.5M +$3.09M +60,807 +25%
GI
37
GAMCO Investors
Connecticut
$14.2M +$76.3K +1,500 +0.5%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$12.7M +$12.7M +249,252 New
Empower Advisory Group
39
Empower Advisory Group
Colorado
$12.5M +$377K +7,416 +3%
AQR Capital Management
40
AQR Capital Management
Connecticut
$12.3M -$4.6M -90,355 -27%
Principal Financial Group
41
Principal Financial Group
Iowa
$11.6M +$158K +3,106 +1%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$11.3M +$697K +13,700 +7%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$11.1M -$136K -2,682 -1%
Goldman Sachs
44
Goldman Sachs
New York
$11.1M +$3.7M +72,754 +50%
CIP
45
Chartwell Investment Partners
Pennsylvania
$10.8M -$405K -7,960 -4%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$10.1M +$2.37M +46,540 +31%
WCM
47
Wedge Capital Management
North Carolina
$8.32M +$695K +13,659 +9%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$8.12M -$667K -13,103 -8%
Comerica Bank
49
Comerica Bank
Texas
$7.4M +$916K +18,003 +14%
LOIM
50
Liberty One Investment Management
Illinois
$7.16M +$174K +3,411 +2%
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