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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% 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
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$28.3M -$13.4K -275 -0%
GF
27
Gabelli Funds
New York
$28M +$220K +4,500 +0.8%
Morgan Stanley
28
Morgan Stanley
New York
$24.2M -$24.2M -496,983 -51%
RJA
29
Raymond James & Associates
Florida
$23.9M +$6.51M +133,486 +40%
Ameriprise
30
Ameriprise
Minnesota
$21.9M +$689K +14,125 +3%
SEI Investments
31
SEI Investments
Pennsylvania
$21.1M -$838K -17,180 -4%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$20.7M -$6.15M -126,058 -24%
Legal & General Group
33
Legal & General Group
United Kingdom
$19M +$273K +5,588 +2%
N
34
Nuveen
North Carolina
$15.8M +$246K +5,043 +2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$14.7M +$2.4M +49,277 +20%
GI
36
GAMCO Investors
Connecticut
$14.3M – – –
Principal Financial Group
37
Principal Financial Group
Iowa
$13.1M +$1.37M +28,130 +12%
Empower Advisory Group
38
Empower Advisory Group
Colorado
$13M +$459K +9,409 +4%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$12.2M +$839K +17,200 +8%
Millennium Management
40
Millennium Management
New York
$12M +$8.41M +172,478 +277%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.2M +$77K +1,578 +0.7%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$10.5M +$329K +6,747 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$10.2M -$60.4M -1,238,877 -86%
CIP
44
Chartwell Investment Partners
Pennsylvania
$8.63M -$2.06M -42,187 -20%
WCM
45
Wedge Capital Management
North Carolina
$8.59M +$259K +5,311 +3%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$8.11M -$19.2K -394 -0.2%
Goldman Sachs
47
Goldman Sachs
New York
$7.27M -$3.67M -75,326 -35%
LOIM
48
Liberty One Investment Management
Illinois
$7.27M +$99.4K +2,038 +1%
MPI
49
Mairs & Power Inc
Minnesota
$6.99M +$622K +12,750 +10%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$6.77M +$498K +10,206 +8%
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NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.