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NorthWestern Energy
NWE

Overview Fund Activity

289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
51
HSBC Holdings
United Kingdom
$7.4M 130,238 +50,090 +62%
Swiss National Bank
52
Swiss National Bank
Switzerland
$7.38M 130,083 +5,300 +4%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.31M 128,871 +14,758 +13%
First Manhattan
54
First Manhattan
New York
$7.24M 127,582 -7,763 -6%
ACB
55
Aristotle Capital Boston
Massachusetts
$7.1M 125,043 +5,450 +5%
AIG
56
American International Group
New York
$6.73M 118,649 +2,072 +2%
MOACM
57
Mutual of America Capital Management
New York
$6.7M 117,992 -1,386 -1%
MPI
58
Mairs & Power Inc
Minnesota
$6.67M 117,495 +6,375 +6%
KCM
59
Kennedy Capital Management
Missouri
$6.53M 114,974 -2,320 -2%
Renaissance Technologies
60
Renaissance Technologies
New York
$6.52M 114,940 -96,786 -46%
FPB
61
First PREMIER Bank
South Dakota
$6.28M 110,612 -795 -0.7%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$6M 105,700 -7,700 -7%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$5.84M 102,922 +14,883 +17%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$5.68M 100,000 +100,000 New
RJA
65
Raymond James & Associates
Florida
$5.62M 99,033 +15,750 +19%
MIM
66
MetLife Investment Management
New Jersey
$5.57M 98,201 +1,973 +2%
UBS Group
67
UBS Group
Switzerland
$5.49M 96,679 -11,236 -10%
UBS AM
68
UBS AM
Illinois
$5.04M 87,178 – –
MPM
69
Meritage Portfolio Management
Kansas
$4.95M 87,194 +4,158 +5%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$4.85M 85,371 +37,982 +80%
SWM
71
Stockman Wealth Management
Montana
$4.79M 84,307 +3,034 +4%
AG
72
Algert Global
California
$4.64M 81,799 – –
SDIC
73
South Dakota Investment Council
South Dakota
$4.53M 79,854 -1,400 -2%
CI
74
Conning Inc
Connecticut
$4.37M 77,076 – –
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$4.37M 77,058 +1,562 +2%
1 2
3
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