NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

320 hedge funds and large institutions have $3.23B invested in NorthWestern Energy in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 37 closing their positions.

Holders
320
Holders Change
+11
Holders Change %
+3.56%
% of All Funds
4.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
51
Increased
124
Reduced
97
Closed
37
Calls
$962K
Puts
$390K
Net Calls
+$572K
Net Calls Change
-$659K

Top Buyers

1
BlackRock
1
BlackRock
New York
$593M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$53.5M
3
UBS Group
3
UBS Group
Switzerland
$37.3M
4
DS
4
DRW Securities
Illinois
$11.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$46.8M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$29.4M
3
American Century Companies
3
American Century Companies
Missouri
$176M
4
WHG
4
Westwood Holdings Group
Texas
$47.3M
5
Ameriprise
5
Ameriprise
Minnesota
$7.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$35.6M -$1.07M -19,963 -3%
Morgan Stanley
27
Morgan Stanley
New York
$31.3M +$154K +2,886 +0.5%
Raymond James Financial
28
Raymond James Financial
Florida
$30M +$30M +560,771 New
William Blair Investment Management
29
William Blair Investment Management
Illinois
$29.5M +$714K +13,352 +2%
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$29.4M -$34.8M -650,676 -54%
GF
31
Gabelli Funds
New York
$29.2M – – –
Goldman Sachs
32
Goldman Sachs
New York
$29.2M +$6.18M +115,687 +27%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$23.7M +$4.07M +76,114 +21%
AQR Capital Management
34
AQR Capital Management
Connecticut
$22.4M -$575K -10,763 -2%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$22.2M -$5.54M -103,647 -20%
SEI Investments
36
SEI Investments
Pennsylvania
$19.1M -$2.03M -37,937 -10%
Legal & General Group
37
Legal & General Group
United Kingdom
$18.1M -$407K -7,621 -2%
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$16.1M +$958K +17,918 +6%
Empower Advisory Group
39
Empower Advisory Group
Colorado
$15.1M +$653K +12,218 +5%
GI
40
GAMCO Investors
Connecticut
$14.6M – – –
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$13.3M +$1.24M +23,200 +10%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$13.2M +$10.4M +195,457 +387%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$11.5M +$51.2K +957 +0.4%
DS
44
DRW Securities
Illinois
$11.3M +$11.3M +210,900 New
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$11.2M -$1.51M -28,335 -12%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$11.2M -$412K -7,713 -4%
AA
47
Ancora Advisors
Ohio
$11.1M +$1.8M +33,580 +19%
Principal Financial Group
48
Principal Financial Group
Iowa
$9.3M +$142K +2,653 +2%
Barclays
49
Barclays
United Kingdom
$8.06M +$2.14M +40,124 +36%
OLA
50
Oliver Luxxe Assets
New Jersey
$7.62M +$3.9M +70,483 +105%
1
2
3 4 5