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NorthWestern Energy
NWE

Overview Fund Activity

289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$1.2M 21,084 -2,503 -11%
AIP
127
Ameritas Investment Partners
Nebraska
$1.13M 19,927 +331 +2%
US Bancorp
128
US Bancorp
Minnesota
$1.12M 19,664 +2,100 +12%
HAI
129
Hennessy Advisors Inc
California
$1.1M 19,298 -1,400 -7%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$1.08M 19,000 – –
CIC
131
Cornercap Investment Counsel
Georgia
$1.06M 18,721 – –
Holocene Advisors
132
Holocene Advisors
New York
$1.06M 18,718 -13,280 -42%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.05M 18,423 +3,250 +21%
GIA
134
Gateway Investment Advisers
Ohio
$1.03M 18,071 – –
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$1.01M 17,707 +7,760 +78%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$993K 17,500 +2,200 +14%
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$983K 17,312 +400 +2%
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$981K 17,288 -13,653 -44%
ASRS
139
Arizona State Retirement System
Arizona
$953K 16,788 +47 +0.3%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$934K 16,451 +5,252 +47%
IAN
141
Integrated Advisors Network
Texas
$916K 16,137 +16,137 New
Citadel Advisors
142
Citadel Advisors
Florida
$872K 15,366 +8,731 +132%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$859K 15,137 +7,781 +106%
VanEck Associates
144
VanEck Associates
New York
$854K 15,029 +1,046 +7%
SOMRS
145
State of Michigan Retirement System
Michigan
$836K 14,728 +100 +0.7%
Jane Street
146
Jane Street
New York
$823K 14,494 +10,607 +273%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$754K 13,289 +470 +4%
Truist Financial
148
Truist Financial
North Carolina
$731K 12,881 -5,613 -30%
VCS
149
Vaughan & Co Securities
New Jersey
$708K 12,476 – –
NMERB
150
New Mexico Educational Retirement Board
New Mexico
$670K 11,800 +1,300 +12%
4 5
6
7 8