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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
RRAM
2
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
4
Macquarie Group
Australia
$78M
5
Ameriprise
5
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$6.94M +$5.07M +99,539 +271%
AllianceBernstein
52
AllianceBernstein
Tennessee
$6.53M -$98.2K -1,930 -1%
JAM
53
Jupiter Asset Management
United Kingdom
$6.46M -$2.76M -54,192 -30%
MPI
54
Mairs & Power Inc
Minnesota
$6.34M -$133K -2,610 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$6.24M +$1.39M +27,316 +29%
Swiss National Bank
56
Swiss National Bank
Switzerland
$6.14M -$545K -10,700 -8%
DIA
57
Dean Investment Associates
Ohio
$6.14M +$2.82M +55,503 +85%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.86M +$228K +4,480 +4%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$5.84M -$77K -1,513 -1%
KCM
60
Kennedy Capital Management
Missouri
$5.81M -$9.16K -180 -0.2%
MOACM
61
Mutual of America Capital Management
New York
$5.75M -$126K -2,483 -2%
AIG
62
American International Group
New York
$5.74M -$64.3K -1,264 -1%
ACB
63
Aristotle Capital Boston
Massachusetts
$5.67M -$580K -11,388 -9%
First Manhattan
64
First Manhattan
New York
$5.55M -$620K -12,191 -10%
FPB
65
First PREMIER Bank
South Dakota
$5.41M -$17.1K -336 -0.3%
UBS Group
66
UBS Group
Switzerland
$5.34M +$1.35M +26,610 +34%
MIM
67
MetLife Investment Management
New Jersey
$4.93M +$6.16K +121 +0.1%
DZ Bank
68
DZ Bank
Germany
$4.88M -$4.26M -83,670 -47%
UBS AM
69
UBS AM
Illinois
$4.74M +$267K +5,254 +6%
SWM
70
Stockman Wealth Management
Montana
$4.37M +$72.1K +1,416 +2%
SDIC
71
South Dakota Investment Council
South Dakota
$4.01M – – –
PAM
72
Panagora Asset Management
Massachusetts
$4M -$2.1M -41,187 -34%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.98M +$298K +5,852 +8%
CI
74
Conning Inc
Connecticut
$3.92M – – –
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$3.9M +$88.3K +1,735 +2%
1 2
3
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