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NorthWestern Energy

313 hedge funds and large institutions have $3.38B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $114K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.95B → $3.38B (+$433M)

5% more funds holding

Funds holding: 298313 (+15)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

0.44% more ownership

Funds ownership: 95.97%96.41% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
116
Reduced
110
Closed
30
Calls
$1.34M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$33.3M +$8.44M +158,046 +37%
GF
27
Gabelli Funds
New York
$31.3M -$80.1K -1,500 -0.3%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$30.8M -$873K -16,341 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$29.7M -$19.9M -372,287 -42%
RJA
30
Raymond James & Associates
Florida
$24.7M -$798K -14,944 -3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$24.6M +$1.83M +34,270 +9%
Goldman Sachs
32
Goldman Sachs
New York
$24.6M +$11.9M +223,099 +108%
SEI Investments
33
SEI Investments
Pennsylvania
$22.6M -$554K -10,377 -3%
Ameriprise
34
Ameriprise
Minnesota
$21.1M -$2.77M -51,886 -12%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$21M -$264K -4,936 -1%
Legal & General Group
36
Legal & General Group
United Kingdom
$19.8M -$469K -8,775 -2%
Mirae Asset Global ETFs Holdings
37
Mirae Asset Global ETFs Holdings
Hong Kong
$16.2M +$83.6K +1,566 +0.6%
GI
38
GAMCO Investors
Connecticut
$15.6M -$347K -6,500 -2%
Empower Advisory Group
39
Empower Advisory Group
Colorado
$15.4M +$610K +11,422 +4%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$13.2M -$330K -6,173 -3%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$12.9M -$1.06M -19,800 -8%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$12.4M +$1.39M +26,001 +14%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$12.2M -$381K -7,134 -3%
First Trust Advisors
44
First Trust Advisors
Illinois
$11.6M +$943K +17,654 +10%
AA
45
Ancora Advisors
Ohio
$9.99M +$53.4K +1,000 +0.6%
Principal Financial Group
46
Principal Financial Group
Iowa
$9.81M -$3.13M -58,668 -26%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$9.41M +$1.05M +19,574 +14%
CIP
48
Chartwell Investment Partners
Pennsylvania
$8.46M -$885K -16,579 -10%
LOIM
49
Liberty One Investment Management
Illinois
$8.06M -$163K -3,043 -2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$7.88M +$926K +17,348 +14%