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NorthWestern Energy

290 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.37% more ownership

Funds ownership: 97.42%97.79% (+0.37%)

0% more funds holding

Funds holding: 289290 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $3.37B → $3.31B (-$54.6M)

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$403K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
151
Boston Partners
Massachusetts
$663K +$1.17K +20 +0.2%
JMPWA
152
JP Morgan Private Wealth Advisors
California
$652K -$529K -9,043 -44%
ETC
153
Exchange Traded Concepts
Oklahoma
$625K -$21.4K -366 -3%
Jennison Associates
154
Jennison Associates
New York
$616K +$635K +10,854 New
CAM
155
Connacht Asset Management
New York
$603K +$47.8K +818 +8%
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$590K +$608K +10,400 New
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$574K
Man Group
158
Man Group
United Kingdom
$571K +$588K +10,062 New
CB
159
Commerce Bank
Missouri
$561K -$8.77K -150 -1%
LPL Financial
160
LPL Financial
California
$551K +$187K +3,207 +49%
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$548K +$1.64K +28 +0.3%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$540K +$54.1K +926 +11%
VIM
163
VELA Investment Management
Ohio
$513K
KeyBank National Association
164
KeyBank National Association
Ohio
$507K -$1.99K -34 -0.4%
X
165
Xponance
Pennsylvania
$498K -$16.3K -278 -3%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$488K
VPIM
167
Vanguard Personalized Indexing Management
California
$485K -$54.8K -938 -10%
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$485K +$21.3K +364 +4%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$483K -$17.8K -304 -3%
Federated Hermes
170
Federated Hermes
Pennsylvania
$450K -$60.3K -1,032 -12%
KFA
171
Krane Funds Advisors
New York
$449K +$38.6K +661 +9%
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
$442K -$534K -9,133 -54%
DFCM
173
Dark Forest Capital Management
Puerto Rico
$433K +$348K +5,948 +354%
Mariner
174
Mariner
Kansas
$429K +$36.4K +623 +9%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$420K -$32K -548 -7%