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NorthWestern Energy

290 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.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.37% more ownership

Funds ownership: 97.42%97.79% (+0.37%)

0% more funds holding

Funds holding: 289290 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $3.37B → $3.31B (-$54.6M)

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$7.4M +$2.93M +50,090 +62%
Swiss National Bank
52
Swiss National Bank
Switzerland
$7.38M +$310K +5,300 +4%
COPPSERS
53
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.31M +$863K +14,758 +13%
First Manhattan
54
First Manhattan
New York
$7.24M -$454K -7,763 -6%
ACB
55
Aristotle Capital Boston
Massachusetts
$7.1M +$319K +5,450 +5%
AIG
56
American International Group
New York
$6.73M +$121K +2,072 +2%
MOACM
57
Mutual of America Capital Management
New York
$6.7M -$81K -1,386 -1%
MPI
58
Mairs & Power Inc
Minnesota
$6.67M +$373K +6,375 +6%
KCM
59
Kennedy Capital Management
Missouri
$6.53M -$136K -2,320 -2%
Renaissance Technologies
60
Renaissance Technologies
New York
$6.52M -$5.66M -96,786 -46%
FPB
61
First PREMIER Bank
South Dakota
$6.28M -$46.5K -795 -0.7%
Two Sigma Advisers
62
Two Sigma Advisers
New York
$6M -$450K -7,700 -7%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$5.84M +$870K +14,883 +17%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$5.68M +$5.85M +100,000 New
RJA
65
Raymond James & Associates
Florida
$5.62M +$921K +15,750 +19%
MIM
66
MetLife Investment Management
New Jersey
$5.57M +$115K +1,973 +2%
UBS Group
67
UBS Group
Switzerland
$5.49M -$657K -11,236 -10%
UBS AM
68
UBS AM
Illinois
$5.04M
MPM
69
Meritage Portfolio Management
Kansas
$4.95M +$243K +4,158 +5%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$4.85M +$2.22M +37,982 +80%
SWM
71
Stockman Wealth Management
Montana
$4.79M +$177K +3,034 +4%
AG
72
Algert Global
California
$4.64M
SDIC
73
South Dakota Investment Council
South Dakota
$4.53M -$81.9K -1,400 -2%
CI
74
Conning Inc
Connecticut
$4.37M
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$4.37M +$91.3K +1,562 +2%