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NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$19.8M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$44.6M
2
AIG
2
American International Group
New York
$0
3
Invesco
3
Invesco
Georgia
$40.7M
4
Macquarie Group
4
Macquarie Group
Australia
$71.5M
5
WHG
5
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair Investment Management
26
William Blair Investment Management
Illinois
$27.8M -$51.7K -1,032 -0.2%
GF
27
Gabelli Funds
New York
$27.5M -$50.1K -1,000 -0.2%
RJA
28
Raymond James & Associates
Florida
$22.4M -$1.09M -21,847 -5%
Morgan Stanley
29
Morgan Stanley
New York
$21.2M -$2.58M -51,458 -11%
Ameriprise
30
Ameriprise
Minnesota
$21.1M -$490K -9,780 -2%
SEI Investments
31
SEI Investments
Pennsylvania
$20.3M -$475K -9,493 -2%
AQR Capital Management
32
AQR Capital Management
Connecticut
$19.8M +$5.3M +105,845 +36%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$18.6M -$1.71M -34,090 -8%
Legal & General Group
34
Legal & General Group
United Kingdom
$17.8M -$890K -17,769 -5%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$15.8M +$285K +5,683 +2%
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$14.1M +$14.1M +282,285 New
GI
37
GAMCO Investors
Connecticut
$14M – – –
Empower Advisory Group
38
Empower Advisory Group
Colorado
$12.9M +$175K +3,485 +1%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$12.3M +$279K +5,570 +2%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$12.2M +$4.25M +84,772 +53%
Principal Financial Group
41
Principal Financial Group
Iowa
$11.5M -$1.34M -26,852 -10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.1M +$47.7K +952 +0.4%
Goldman Sachs
43
Goldman Sachs
New York
$10.3M +$3.19M +63,681 +45%
Millennium Management
44
Millennium Management
New York
$10.3M -$1.47M -29,353 -13%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$9.56M -$741K -14,792 -7%
First Trust Advisors
46
First Trust Advisors
Illinois
$9.3M -$728K -14,539 -7%
AA
47
Ancora Advisors
Ohio
$8.69M +$2.25M +44,900 +35%
CIP
48
Chartwell Investment Partners
Pennsylvania
$8.24M -$252K -5,038 -3%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$7.26M +$1.52M +30,288 +26%
LOIM
50
Liberty One Investment Management
Illinois
$7.2M +$53K +1,059 +0.7%
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