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NorthWestern Energy
NWE

Overview Fund Activity

288 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M
2
RRAM
2
River Road Asset Management
Kentucky
$51.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$126M
2
Millennium Management
2
Millennium Management
New York
$1.25M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.68M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$30.7M
5
PCM
5
Peregrine Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$608K +$116K +2,000 +24%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$585K -$38.2K -661 -6%
CB
153
Commerce Bank
Missouri
$581K -$7.23K -125 -1%
State Board of Administration of Florida Retirement System
154
State Board of Administration of Florida Retirement System
Florida
$576K – – –
CAM
155
Connacht Asset Management
New York
$567K +$147K +2,542 +35%
PAMS
156
Pictet Asset Management (Switzerland)
Switzerland
$557K -$1.58M -27,274 -74%
VPIM
157
Vanguard Personalized Indexing Management
California
$549K +$549K +9,487 New
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$547K +$547K +9,449 New
X
159
Xponance
Pennsylvania
$524K +$2.6K +45 +0.5%
VIM
160
VELA Investment Management
Ohio
$523K – – –
KeyBank National Association
161
KeyBank National Association
Ohio
$519K -$31.2K -539 -6%
Federated Hermes
162
Federated Hermes
Pennsylvania
$518K +$52.8K +913 +11%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$510K +$148K +2,557 +41%
CSS
164
Cubist Systematic Strategies
Connecticut
$506K +$7.58K +131 +2%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$497K – – –
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$496K – – –
NYLIM
167
New York Life Investment Management
New York
$479K -$63.5K -1,098 -12%
SG Americas Securities
168
SG Americas Securities
New York
$478K -$515K -8,884 -52%
Bank of Nova Scotia
169
Bank of Nova Scotia
Ontario, Canada
$474K +$156K +2,700 +49%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$460K -$7.22K -125 -2%
PCM
171
Penn Capital Management
Pennsylvania
$452K +$452K +7,815 New
KFA
172
Krane Funds Advisors
New York
$439K +$439K +7,249 New
VI
173
Versor Investments
New York
$434K +$40.5K +700 +10%
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$433K – – –
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$426K – – –
5 6
7
8 9