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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
RRAM
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
Macquarie Group
Australia
$78M
5
Ameriprise
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$1.06M -$2.29K -45 -0.2%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$1.06M +$277K +5,443 +35%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$1.04M +$1.04M +20,443 New
Russell Investments Group
129
Russell Investments Group
United Kingdom
$1.01M -$2.58M -50,764 -72%
AIP
130
Ameritas Investment Partners
Nebraska
$1.01M +$20.4K +401 +2%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$985K – – –
HAI
132
Hennessy Advisors Inc
California
$982K – – –
CIC
133
Cornercap Investment Counsel
Georgia
$925K – – –
GIA
134
Gateway Investment Advisers
Ohio
$923K +$3.56K +70 +0.4%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$906K – – –
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$881K +$25.4K +500 +3%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$875K +$10.2K +200 +1%
ASRS
138
Arizona State Retirement System
Arizona
$871K +$4.84K +95 +0.6%
US Bancorp
139
US Bancorp
Minnesota
$850K -$69.2K -1,359 -8%
VI
140
Versor Investments
New York
$816K +$816K +16,034 New
HCM
141
Huber Capital Management
California
$814K – – –
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$785K -$649K -12,759 -45%
SPS
143
Susquehanna Portfolio Strategies
Pennsylvania
$752K +$752K +14,780 New
SOMRS
144
State of Michigan Retirement System
Michigan
$750K +$20.4K +400 +3%
SWS
145
SYSTM Wealth Solutions
Illinois
$741K +$741K +14,570 New
Pacer Advisors
146
Pacer Advisors
Pennsylvania
$740K +$481K +9,459 +186%
VanEck Associates
147
VanEck Associates
New York
$732K -$2.64K -52 -0.4%
BCM
148
Bayesian Capital Management
New York
$713K +$713K +14,006 New
NMIMC
149
Northwestern Mutual Investment Management Company
Wisconsin
$693K +$15.7K +308 +2%
VCS
150
Vaughan & Co Securities
New Jersey
$644K +$11.8K +231 +2%
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