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NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
$19.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.6M
2
AIG
American International Group
New York
$0
3
Invesco
Invesco
Georgia
$40.7M
4
Macquarie Group
Macquarie Group
Australia
$71.5M
5
WHG
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$1.1M -$336K -6,704 -23%
GC
127
Guggenheim Capital
Illinois
$1.09M -$101K -2,022 -9%
CIP
128
Convergence Investment Partners
Florida
$1.07M +$1.07M +21,321 New
LPL Financial
129
LPL Financial
California
$1.06M +$454K +9,057 +75%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$1.04M – – –
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$1.02M – – –
CIC
132
Cornercap Investment Counsel
Georgia
$990K -$9.06K -181 -0.9%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$970K – – –
AIP
134
Ameritas Investment Partners
Nebraska
$961K -$33K -659 -3%
HAI
135
Hennessy Advisors Inc
California
$956K +$40.1K +800 +4%
PIM
136
Pullen Investment Management
Florida
$912K +$912K +18,202 New
Citigroup
137
Citigroup
New York
$889K +$146K +2,913 +20%
Envestnet Portfolio Solutions
138
Envestnet Portfolio Solutions
Illinois
$876K +$185K +3,691 +27%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$866K -$15K -300 -2%
ASRS
140
Arizona State Retirement System
Arizona
$859K +$16.2K +323 +2%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$848K +$350K +6,983 +70%
VanEck Associates
142
VanEck Associates
New York
$821K +$67K +1,337 +9%
Pacer Advisors
143
Pacer Advisors
Pennsylvania
$820K +$363K +7,247 +79%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$815K -$2.35M -47,010 -74%
US Bancorp
145
US Bancorp
Minnesota
$777K +$5.71K +114 +0.7%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$760K +$30.1K +600 +4%
AA
147
ALPS Advisors
Colorado
$739K +$98.8K +1,973 +15%
SOMRS
148
State of Michigan Retirement System
Michigan
$738K -$15K -300 -2%
HCM
149
Huber Capital Management
California
$722K -$25.9K -517 -3%
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$685K +$952 +19 +0.1%
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