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NorthWestern Energy
NWE

Overview Fund Activity

193 hedge funds and large institutions have $2.02B invested in NorthWestern Energy in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
76
Reduced
69
Closed
15
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
-$520K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$57.4M
2
Norges Bank
2
Norges Bank
Norway
$36.9M
3
ICOM
3
Investment Counselors of Maryland
Maryland
$25.2M
4
American Century Companies
4
American Century Companies
Missouri
$68.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$138M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$105M
2
TSW
2
Thompson Siegel & Walmsley
Virginia
$41.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$39.8M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$93.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
151
Virtu KCG Holdings
New York
$321K +$321K +6,158 New
STC
152
SEI Trust Company
Pennsylvania
$298K +$75.7K +1,450 +34%
OC
153
Oppenheimer & Co
New York
$287K – – –
SAS
154
Spectrum Advisory Services
Georgia
$271K – – –
PFS
155
Prospera Financial Services
Texas
$269K +$269K +5,150 New
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$259K +$17.5K +335 +7%
TG
157
TCW Group
California
$254K – – –
U
158
UBS
Switzerland
$235K +$46.7K +893 +25%
ARC
159
Absolute Return Capital
Massachusetts
$231K -$248K -4,751 -52%
GVT
160
Genesee Valley Trust
New York
$226K -$1.3K -25 -0.6%
ARTA
161
A.R.T. Advisors
New York
$204K +$204K +3,919 New
DCM
162
Dean Capital Management
Kansas
$201K – – –
Asset Management One
163
Asset Management One
Japan
$198K -$52.1K -1,000 -21%
HIM
164
Hillsdale Investment Management
Ontario, Canada
$183K -$20.9K -400 -10%
VFA
165
Virtus Fund Advisers
Connecticut
$174K +$174K +3,339 New
Canada Life
166
Canada Life
Manitoba, Canada
$155K – – –
RFA
167
Reilly Financial Advisors
California
$143K +$52.6K +1,010 +58%
SO
168
STRS Ohio
Ohio
$84K +$42K +800 +100%
SF
169
Synovus Financial
Georgia
$79K – – –
FMT
170
First Mercantile Trust
Tennessee
$77K +$2.08K +40 +3%
BJ
171
BlackRock Japan
Japan
$75K -$7.01K -135 -9%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$74K – – –
WIL
173
Winifred I. Li
$74K – – –
SSB
174
Sandy Spring Bank
Maryland
$68K – – –
Envestnet Asset Management
175
Envestnet Asset Management
Illinois
$55K +$25.4K +489 +86%
5 6
7
8 9