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NorthWestern Energy
NWE

Overview Fund Activity

289 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.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
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

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Boston Partners
151
Boston Partners
Massachusetts
$663K 11,680 +20 +0.2%
JPMPWA
152
J.P. Morgan Private Wealth Advisors
California
$652K 11,484 -9,043 -44%
ETC
153
Exchange Traded Concepts
Oklahoma
$625K 11,003 -366 -3%
Jennison Associates
154
Jennison Associates
New York
$616K 10,854 +10,854 New
CAM
155
Connacht Asset Management
New York
$603K 10,621 +818 +8%
Pacer Advisors
156
Pacer Advisors
Pennsylvania
$590K 10,400 +10,400 New
State of Tennessee, Department of Treasury
157
State of Tennessee, Department of Treasury
Tennessee
$574K 10,117 – –
Man Group
158
Man Group
United Kingdom
$571K 10,062 +10,062 New
CB
159
Commerce Bank
Missouri
$561K 9,890 -150 -1%
LPL Financial
160
LPL Financial
California
$551K 9,699 +3,207 +49%
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$548K 9,657 +28 +0.3%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$540K 9,510 +926 +11%
VIM
163
VELA Investment Management
Ohio
$513K 9,036 – –
KeyBank National Association
164
KeyBank National Association
Ohio
$507K 8,932 -34 -0.4%
X
165
Xponance
Pennsylvania
$498K 8,771 -278 -3%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$488K 8,595 – –
VPIM
167
Vanguard Personalized Indexing Management
California
$485K 8,549 -938 -10%
Bank of Nova Scotia
168
Bank of Nova Scotia
Ontario, Canada
$485K 8,548 +364 +4%
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$483K 8,514 -304 -3%
Federated Hermes
170
Federated Hermes
Pennsylvania
$450K 7,923 -1,032 -12%
KFA
171
Krane Funds Advisors
New York
$449K 7,910 +661 +9%
SFI
172
Susquehanna Fundamental Investments
Pennsylvania
$442K 7,789 -9,133 -54%
DFCM
173
Dark Forest Capital Management
Puerto Rico
$433K 7,626 +5,948 +354%
Mariner
174
Mariner
Kansas
$429K 7,567 +623 +9%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$420K 7,414 -548 -7%
5 6
7
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