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NorthWestern Energy
NWE

Overview Fund Activity

287 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
137
Reduced
75
Closed
28
Calls
$720K
Puts
$641K
Net Calls
+$79K
Net Calls Change
-$1.41M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$83.4M
2
Millennium Management
2
Millennium Management
New York
$29.8M
3
American Century Companies
3
American Century Companies
Missouri
$167M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$295M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.12M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
SDIC
76
South Dakota Investment Council
South Dakota
$4M 81,254 +20,269 +33%
CC
77
Covalis Capital
United Kingdom
$3.97M 80,600 +80,600 New
UBS Group
78
UBS Group
Switzerland
$3.97M 80,508 +65,140 +424%
SWM
79
Stockman Wealth Management
Montana
$3.97M 80,487 +5,755 +8%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.86M 78,393 +14,096 +22%
MPM
81
Meritage Portfolio Management
Kansas
$3.84M 77,890 +25,228 +48%
CI
82
Conning Inc
Connecticut
$3.8M 77,076 – –
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$3.79M 76,816 +30,835 +67%
Marshall Wace
84
Marshall Wace
United Kingdom
$3.76M 76,203 +76,203 New
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$3.62M 73,511 +2,192 +3%
Holocene Advisors
86
Holocene Advisors
New York
$3.58M 72,676 +13,844 +24%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$3.58M 72,569 +100 +0.1%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$3.39M 68,852 -294 -0.4%
SIS
89
Sound Income Strategies
Florida
$3.35M 67,903 +8,248 +14%
CSS
90
Cubist Systematic Strategies
Connecticut
$3.31M 67,172 +22,933 +52%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.27M 66,268 -149 -0.2%
TD Asset Management
92
TD Asset Management
Ontario, Canada
$3.2M 63,600 +43,400 +215%
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$3.18M 64,476 +25,112 +64%
Canada Life
94
Canada Life
Manitoba, Canada
$3.06M 62,188 -6,269 -9%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$2.96M 60,057 +7,302 +14%
DDPIC
96
Deroy & Devereaux Private Investment Counsel
Michigan
$2.77M 56,150 +75 +0.1%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$2.59M 52,688 -22,513 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.53M 51,264 +51,264 New
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$2.49M 50,451 +2,310 +5%
PAMS
100
Pictet Asset Management (Switzerland)
Switzerland
$2.45M 49,641 +22,760 +85%
2 3
4
5 6