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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$3.88M +$255K +5,222 +7%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$3.86M +$39.5K +809 +1%
OTPPB
78
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.78M +$632K +12,958 +21%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.73M +$103K +2,112 +3%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.7M -$271K -5,563 -7%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$3.48M +$800K +16,400 +32%
AG
82
Algert Global
California
$3.35M -$299K -6,130 -9%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$3.22M +$1.74M +35,628 +129%
CS
84
Credit Suisse
Switzerland
$3.13M +$1.02M +20,926 +52%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$3.12M -$166K -3,410 -5%
DDPIC
86
Deroy & Devereaux Private Investment Counsel
Michigan
$3.1M +$43.9K +900 +2%
Citadel Advisors
87
Citadel Advisors
Florida
$3.07M +$913K +18,724 +45%
Voloridge Investment Management
88
Voloridge Investment Management
Florida
$3.04M +$2.91M +59,672 New
Deutsche Bank
89
Deutsche Bank
Germany
$3.02M -$145K -2,965 -5%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.95M +$434K +8,905 +18%
AAM
91
Advisors Asset Management
Colorado
$2.88M -$817K -16,757 -23%
SFI
92
Susquehanna Fundamental Investments
Pennsylvania
$2.86M +$2.74M +56,195 New
TI
93
Trexquant Investment
Connecticut
$2.74M +$2.62M +53,797 New
TPSF
94
Texas Permanent School Fund
Texas
$2.73M +$29.5K +604 +1%
NSIM
95
North Star Investment Management
Illinois
$2.53M +$289K +5,920 +14%
MSRPS
96
Maryland State Retirement & Pension System
Maryland
$2.52M +$40K +819 +2%
OLA
97
Oliver Luxxe Assets
New Jersey
$2.49M +$386K +7,913 +19%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$2.44M +$234K +4,787 +11%
Federated Hermes
99
Federated Hermes
Pennsylvania
$2.42M +$51.7K +1,060 +2%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$2.32M +$1.47M +30,101 +195%
2 3
4
5 6

NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.