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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
MAM
101
Magellan Asset Management
Australia
$2.23M +$405K +8,302 +23%
MAM
102
Martingale Asset Management
Massachusetts
$2.02M +$146 +3 +0%
Wells Fargo
103
Wells Fargo
California
$2.02M +$131K +2,690 +7%
Prudential Financial
104
Prudential Financial
New Jersey
$1.99M +$885K +18,146 +87%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$1.94M -$54.8K -1,124 -3%
Capital Fund Management (CFM)
106
Capital Fund Management (CFM)
France
$1.88M +$557K +11,413 +45%
MCC
107
Money Concepts Capital
Florida
$1.85M +$5.8K +119 +0.3%
Holocene Advisors
108
Holocene Advisors
New York
$1.81M +$1.73M +35,524 New
TD Asset Management
109
TD Asset Management
Ontario, Canada
$1.76M -$317K -6,500 -16%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$1.68M +$590K +12,105 +58%
DekaBank Deutsche Girozentrale
111
DekaBank Deutsche Girozentrale
Germany
$1.67M -$294K -6,019 -15%
AB
112
Amalgamated Bank
New York
$1.64M -$116K -2,385 -7%
ClearBridge Investments
113
ClearBridge Investments
New York
$1.62M +$2K +41 +0.1%
BCI
114
Brinker Capital Investments
Pennsylvania
$1.61M +$131K +2,684 +9%
OPS
115
Orion Portfolio Solutions
Nebraska
$1.61M +$131K +2,684 +9%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$1.58M +$497K +10,185 +49%
DIM
117
DC Investments Management
Virginia
$1.56M +$1.5M +30,670 New
Marshall Wace
118
Marshall Wace
United Kingdom
$1.47M +$1.41M +28,843 New
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$1.46M +$874K +17,917 +166%
YCM
120
Yousif Capital Management
Michigan
$1.42M -$30K -615 -2%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$1.39M – – –
Jane Street
122
Jane Street
New York
$1.33M -$659K -13,517 -34%
NGA
123
Naples Global Advisors
Florida
$1.29M -$65.9K -1,350 -5%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$1.28M -$49 -1 -0%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.21M +$48.8K +1,000 +4%
3 4
5
6 7

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.