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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
GC
126
Guggenheim Capital
Illinois
$1.21M -$553K -11,344 -32%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$1.11M -$307K -6,300 -22%
Two Sigma Investments
128
Two Sigma Investments
New York
$1.1M +$1.05M +21,565 New
APG Asset Management
129
APG Asset Management
Netherlands
$1.08M +$1.12M +22,900 New
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$1.05M -$50.9K -1,043 -5%
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$1.04M – – –
Verition Fund Management
132
Verition Fund Management
Connecticut
$1.02M +$981K +20,106 New
CIC
133
Cornercap Investment Counsel
Georgia
$1.02M +$86K +1,762 +10%
AIP
134
Ameritas Investment Partners
Nebraska
$1.01M – – –
SWS
135
SYSTM Wealth Solutions
Illinois
$1M +$251K +5,144 +35%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$985K – – –
HAI
137
Hennessy Advisors Inc
California
$932K -$48.8K -1,000 -5%
GIA
138
Gateway Investment Advisers
Ohio
$924K – – –
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$896K +$19.5K +400 +2%
ASRS
140
Arizona State Retirement System
Arizona
$857K -$14.1K -289 -2%
US Bancorp
141
US Bancorp
Minnesota
$784K -$64K -1,311 -8%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$770K -$107K -2,200 -13%
VanEck Associates
143
VanEck Associates
New York
$766K +$31.8K +652 +5%
SOMRS
144
State of Michigan Retirement System
Michigan
$765K +$14.6K +300 +2%
HCM
145
Huber Capital Management
California
$760K -$52.5K -1,076 -7%
Citigroup
146
Citigroup
New York
$756K -$618K -12,673 -46%
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$742K -$1.08M -22,139 -60%
VI
148
Versor Investments
New York
$711K -$101K -2,064 -13%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$703K +$169K +3,468 +34%
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$696K +$1.76K +36 +0.3%
4 5
6
7 8

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.