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NorthWestern Energy

274 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79%98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 290274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.04M +$176K +3,300 +18%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$1.01M -$7.62K -143 -0.7%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$951K +$247K +4,642 +31%
AIP
129
Ameritas Investment Partners
Nebraska
$935K -$25.4K -476 -2%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$931K +$525K +9,842 +103%
HAI
131
Hennessy Advisors Inc
California
$927K
Boston Partners
132
Boston Partners
Massachusetts
$896K +$371K +6,957 +60%
CIC
133
Cornercap Investment Counsel
Georgia
$874K -$28.7K -539 -3%
GIA
134
Gateway Investment Advisers
Ohio
$868K
US Bancorp
135
US Bancorp
Minnesota
$868K -$85.2K -1,599 -8%
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$855K +$4.8K +90 +0.5%
ASRS
137
Arizona State Retirement System
Arizona
$818K +$12.6K +237 +1%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$817K -$26.7K -500 -3%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$808K -$26.7K -500 -3%
HCM
140
Huber Capital Management
California
$769K +$853K +16,000 New
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$737K -$59.5K -1,116 -7%
VanEck Associates
142
VanEck Associates
New York
$694K -$31K -581 -4%
SOMRS
143
State of Michigan Retirement System
Michigan
$689K -$21.3K -400 -3%
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$676K -$172K -3,218 -19%
Citadel Advisors
145
Citadel Advisors
Florida
$645K -$104K -1,947 -13%
SG Americas Securities
146
SG Americas Securities
New York
$644K +$409K +7,664 +134%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$640K +$1.44K +27 +0.2%
Millennium Management
148
Millennium Management
New York
$612K -$18.7M -350,798 -96%
VCS
149
Vaughan & Co Securities
New Jersey
$597K -$3.04K -57 -0.5%
Canada Pension Plan Investment Board
150
Canada Pension Plan Investment Board
Ontario, Canada
$577K -$373K -7,000 -37%