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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 74 reducing their positions, and 32 closing their positions.

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
118
Reduced
74
Closed
32
Calls
$1.09M
Puts
$829K
Net Calls
+$263K
Net Calls Change
+$785K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$194M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$61.2M
3
BlackRock
3
BlackRock
New York
$502M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$23.6M
5
WHG
5
Westwood Holdings Group
Texas
$74.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$162M
2
UBS Group
2
UBS Group
Switzerland
$3.35M
3
FWC
3
First Washington Corp
Washington
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
SFI
5
Susquehanna Fundamental Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$2.02M +$371K +6,486 +22%
AB
102
Amalgamated Bank
New York
$2M +$47.9K +838 +2%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$2M -$419K -7,337 -17%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$1.95M +$1.95M +34,073 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1.94M -$247K -4,313 -11%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$1.93M -$46.6K -815 -2%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.88M +$48.7K +853 +3%
HAI
108
Hennessy Advisors Inc
California
$1.85M -$131K -2,300 -7%
MAM
109
Martingale Asset Management
Massachusetts
$1.75M -$286 -5 -0%
CSS
110
Cubist Systematic Strategies
Connecticut
$1.74M +$701K +12,271 +67%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$1.73M +$1.73M +30,303 New
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$1.62M +$1.62M +28,420 New
YCM
113
Yousif Capital Management
Michigan
$1.57M +$1.57M +27,487 New
Allspring Global Investments
114
Allspring Global Investments
North Carolina
$1.56M +$1.56M +27,323 New
GCP
115
GSA Capital Partners
United Kingdom
$1.55M -$779K -13,635 -33%
AAM
116
Advisors Asset Management
Colorado
$1.55M +$1.45M +25,312 +1,415%
TD Asset Management
117
TD Asset Management
Ontario, Canada
$1.48M +$273K +4,770 +23%
Osaic Holdings
118
Osaic Holdings
Arizona
$1.44M +$218K +3,806 +18%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$1.42M +$259K +4,513 +22%
CCM
120
Cox Capital Management
Massachusetts
$1.39M +$73.5K +1,286 +6%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$1.37M -$1.18M -20,640 -46%
ZCM
122
Ziegler Capital Management
Illinois
$1.36M -$440K -7,697 -24%
MCC
123
Money Concepts Capital
Florida
$1.3M +$1.3M +22,756 New
ACI
124
AMP Capital Investors
Australia
$1.3M -$558K -9,765 -30%
Jennison Associates
125
Jennison Associates
New York
$1.29M +$1.29M +22,593 New
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5
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