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NorthWestern Energy
NWE

Overview Fund Activity

302 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+25
Holders Change %
+9.03%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

1
State Street
1
State Street
Massachusetts
$126M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$58.4M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$31.5M
4
Millennium Management
4
Millennium Management
New York
$12M
5
BlackRock
5
BlackRock
New York
$477M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$10.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$71.9M
5
Victory Capital Management
5
Victory Capital Management
Texas
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$28.3M -$14K -275 -0%
GF
27
Gabelli Funds
New York
$28M +$229K +4,500 +0.8%
Morgan Stanley
28
Morgan Stanley
New York
$24.2M -$25.3M -496,983 -51%
RJA
29
Raymond James & Associates
Florida
$23.9M +$6.8M +133,486 +40%
Ameriprise
30
Ameriprise
Minnesota
$21.9M +$720K +14,125 +3%
SEI Investments
31
SEI Investments
Pennsylvania
$21.1M -$875K -17,180 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$20.7M -$6.42M -126,058 -24%
Legal & General Group
33
Legal & General Group
United Kingdom
$19M +$285K +5,588 +2%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$15.8M +$257K +5,043 +2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$14.7M +$2.5M +49,277 +20%
GI
36
GAMCO Investors
Connecticut
$14.3M – – –
Principal Financial Group
37
Principal Financial Group
Iowa
$13.1M +$1.43M +28,130 +12%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$13M +$479K +9,409 +4%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$12.2M +$876K +17,200 +8%
Millennium Management
40
Millennium Management
New York
$12M +$8.78M +172,478 +277%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.2M +$80.4K +1,578 +0.7%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$10.5M +$344K +6,747 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$10.2M -$63.1M -1,238,877 -86%
CIP
44
Chartwell Investment Partners
Pennsylvania
$8.64M -$2.15M -42,187 -20%
WCM
45
Wedge Capital Management
North Carolina
$8.59M +$270K +5,311 +3%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$8.11M -$20.1K -394 -0.2%
Goldman Sachs
47
Goldman Sachs
New York
$7.27M -$3.84M -75,326 -35%
LOIM
48
Liberty One Investment Management
Illinois
$7.27M +$104K +2,038 +1%
MPI
49
Mairs & Power Inc
Minnesota
$6.99M +$649K +12,750 +10%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$6.77M +$520K +10,206 +8%
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