We are live on ! Find out more
NWE icon

NorthWestern Energy

274 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79%98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 290274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$6.26M -$3.41M -64,029 -33%
Comerica Bank
52
Comerica Bank
Texas
$6.12M +$1.45M +27,141 +27%
MPI
53
Mairs & Power Inc
Minnesota
$6.11M +$514K +9,645 +8%
ACB
54
Aristotle Capital Boston
Massachusetts
$5.9M -$124K -2,320 -2%
First Manhattan
55
First Manhattan
New York
$5.83M -$338K -6,346 -5%
PAM
56
Panagora Asset Management
Massachusetts
$5.75M +$6.38M +119,713 New
HSBC Holdings
57
HSBC Holdings
United Kingdom
$5.74M -$567K -10,636 -8%
AAM
58
Advisors Asset Management
Colorado
$5.62M -$2.36M -44,237 -27%
RJA
59
Raymond James & Associates
Florida
$5.6M +$931K +17,456 +18%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$5.59M -$1.08M -20,193 -15%
MOACM
61
Mutual of America Capital Management
New York
$5.55M -$134K -2,508 -2%
KCM
62
Kennedy Capital Management
Missouri
$5.5M -$30.5K -572 -0.5%
AIG
63
American International Group
New York
$5.49M -$240K -4,501 -4%
COPPSERS
64
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.31M -$975K -18,298 -14%
FPB
65
First PREMIER Bank
South Dakota
$5.12M -$217K -4,068 -4%
AG
66
Algert Global
California
$4.87M +$1.04M +19,481 +24%
MIM
67
MetLife Investment Management
New Jersey
$4.65M -$76.3K -1,431 -1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$4.58M -$403K -7,559 -7%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$4.37M -$789K -14,800 -14%
Two Sigma Investments
70
Two Sigma Investments
New York
$4.3M +$2.57M +48,185 +117%
UBS AM
71
UBS AM
Illinois
$4.23M +$41.4K +777 +0.9%
SWM
72
Stockman Wealth Management
Montana
$4.06M +$6.02K +113 +0.1%
SDIC
73
South Dakota Investment Council
South Dakota
$3.79M -$58.6K -1,100 -1%
UBS Group
74
UBS Group
Switzerland
$3.77M -$977K -18,321 -19%
CI
75
Conning Inc
Connecticut
$3.7M