We are live on ! Find out more
NWE icon

NorthWestern Energy
NWE

289 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,173% more call options, than puts

Call options by funds: $955K | Put options by funds: $75K

19% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 93

1% more capital invested

Capital invested by funds: $3.32B → $3.37B (+$47.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.12% less ownership

Funds ownership: 98.54% → 97.42% (-1.1%)

4% less funds holding

Funds holding: 301 → 289 (-12)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
289
Holders Change
-12
Holders Change %
-3.99%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$55.8M
2
RRAM
River Road Asset Management
Kentucky
+$50.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$16.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$13.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$25.7M
2
Millennium Management
Millennium Management
New York
-$19.1M
3
N
Nuveen
North Carolina
-$12.1M
4
PCM
Peregrine Capital Management
Minnesota
-$11.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$2.62M +$179K +3,139 +7%
Prudential Financial
102
Prudential Financial
New Jersey
$2.6M -$1.06M -18,525 -30%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$2.52M +$414K +7,259 +20%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.37M – – –
ClearBridge Investments
105
ClearBridge Investments
New York
$2.28M +$285K +4,993 +15%
MAM
106
Martingale Asset Management
Massachusetts
$2.21M -$233K -4,079 -10%
AB
107
Amalgamated Bank
New York
$2.12M -$135K -2,357 -6%
Barclays
108
Barclays
United Kingdom
$2.08M -$373K -6,540 -15%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$1.99M +$31.8K +557 +2%
Wells Fargo
110
Wells Fargo
California
$1.92M +$464K +8,130 +32%
MAM
111
Magellan Asset Management
Australia
$1.89M -$511K -8,958 -22%
Holocene Advisors
112
Holocene Advisors
New York
$1.85M -$291K -5,100 -14%
Allspring Global Investments
113
Allspring Global Investments
North Carolina
$1.79M +$5.08K +89 +0.3%
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$1.76M -$644K -11,280 -27%
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$1.76M +$1.04M +18,210 +149%
YCM
116
Yousif Capital Management
Michigan
$1.69M -$9.99K -175 -0.6%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$1.58M +$1.09M +19,015 +230%
NGA
118
Naples Global Advisors
Florida
$1.54M +$122K +2,140 +9%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$1.45M +$290K +5,077 +25%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$1.4M -$642K -11,235 -32%
GC
121
Guggenheim Capital
Illinois
$1.4M -$120K -2,096 -8%
Two Sigma Investments
122
Two Sigma Investments
New York
$1.37M +$406K +7,117 +43%
Allianz Asset Management
123
Allianz Asset Management
Germany
$1.27M -$115K -2,017 -8%
Millennium Management
124
Millennium Management
New York
$1.25M -$19.1M -333,862 -94%
HAI
125
Hennessy Advisors Inc
California
$1.2M – – –
3 4
5
6 7

NWE Hedge Fund Activity: Q1 2023 in Review

289 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2023, worth a combined $3.37B — up 1.4% from $3.32B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of NWE and 27 opened new positions — a net loss of 6 holders — while 93 trimmed existing stakes and 111 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $55.8M. The largest seller was State Street, cutting an estimated $25.7M.

  • 289 institutional investors held NorthWestern Energy (NWE) as of Q1 2023, down from 301 in Q4 2022.
  • Funds reported $3.37B of NorthWestern Energy stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 27 funds opened new NorthWestern Energy positions in Q1 2023 and 33 closed out, a net change of -6 holders.
  • The largest NorthWestern Energy buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $55.8M added.
  • The largest NorthWestern Energy seller in Q1 2023 was State Street, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2023.