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NorthWestern Energy
NWE

Overview Fund Activity

273 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, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% 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
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.04M 21,723 +3,300 +18%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$1.01M 20,941 -143 -0.7%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$951K 19,779 +4,642 +31%
AIP
129
Ameritas Investment Partners
Nebraska
$935K 19,451 -476 -2%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$931K 19,352 +9,842 +103%
HAI
131
Hennessy Advisors Inc
California
$927K 19,298 – –
Boston Partners
132
Boston Partners
Massachusetts
$896K 18,637 +6,957 +60%
CIC
133
Cornercap Investment Counsel
Georgia
$874K 18,182 -539 -3%
GIA
134
Gateway Investment Advisers
Ohio
$868K 18,071 – –
US Bancorp
135
US Bancorp
Minnesota
$868K 18,065 -1,599 -8%
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$855K 17,797 +90 +0.5%
ASRS
137
Arizona State Retirement System
Arizona
$818K 17,025 +237 +1%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$817K 17,000 -500 -3%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$808K 16,812 -500 -3%
HCM
140
Huber Capital Management
California
$769K 16,000 +16,000 New
Cetera Investment Advisers
141
Cetera Investment Advisers
Illinois
$737K 15,335 -1,116 -7%
VanEck Associates
142
VanEck Associates
New York
$694K 14,448 -581 -4%
SOMRS
143
State of Michigan Retirement System
Michigan
$689K 14,328 -400 -3%
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$676K 14,070 -3,218 -19%
Citadel Advisors
145
Citadel Advisors
Florida
$645K 13,419 -1,947 -13%
SG Americas Securities
146
SG Americas Securities
New York
$644K 13,390 +7,664 +134%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$640K 13,316 +27 +0.2%
Millennium Management
148
Millennium Management
New York
$612K 12,734 -350,798 -96%
VCS
149
Vaughan & Co Securities
New Jersey
$597K 12,419 -57 -0.5%
Canada Pension Plan Investment Board
150
Canada Pension Plan Investment Board
Ontario, Canada
$577K 12,000 -7,000 -37%
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6
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