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NorthWestern Energy
NWE

274 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79% → 98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 290 → 274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$40.5M
2
RRAM
River Road Asset Management
Kentucky
+$15.3M
3
American Century Companies
American Century Companies
Missouri
+$11.3M
4
JAM
Jupiter Asset Management
United Kingdom
+$9.66M
5
Renaissance Technologies
Renaissance Technologies
New York
+$9.49M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$23.3M
3
Millennium Management
Millennium Management
New York
-$18.7M
4
Morgan Stanley
Morgan Stanley
New York
-$11.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$567K – – –
CSS
152
Cubist Systematic Strategies
Connecticut
$559K +$620K +11,637 New
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$548K +$608K +11,409 New
ETC
154
Exchange Traded Concepts
Oklahoma
$530K +$1.65K +31 +0.3%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$508K +$110K +2,063 +24%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$502K -$55K -1,031 -9%
LPL Financial
157
LPL Financial
California
$492K +$28.9K +542 +6%
YIH
158
Y-Intercept (HK)
Hong Kong
$465K +$516K +9,679 New
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$464K +$515K +9,657 New
CB
160
Commerce Bank
Missouri
$464K -$13.1K -245 -2%
HC
161
Henshaw Capital
Massachusetts
$447K +$249K +4,678 +101%
AA
162
ALPS Advisors
Colorado
$447K +$227K +4,259 +85%
DFCM
163
Dark Forest Capital Management
Puerto Rico
$436K +$77.5K +1,454 +19%
VIM
164
VELA Investment Management
Ohio
$434K – – –
KeyBank National Association
165
KeyBank National Association
Ohio
$420K -$10.1K -189 -2%
Capstone Investment Advisors
166
Capstone Investment Advisors
New York
$420K +$465K +8,732 New
X
167
Xponance
Pennsylvania
$415K -$6.77K -127 -1%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$413K – – –
Walleye Trading
169
Walleye Trading
New York
$405K +$449K +8,427 New
Federated Hermes
170
Federated Hermes
Pennsylvania
$404K +$25.9K +485 +6%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$399K +$442K +8,297 New
II
172
IFM Investors
Australia
$385K +$33.6K +631 +9%
SOADOR
173
State of Alaska Department of Revenue
Alaska
$345K -$12.3K -230 -3%
DCM
174
Dean Capital Management
Kansas
$334K +$13K +243 +4%
LCM
175
Legato Capital Management
California
$334K +$13K +243 +4%
5 6
7
8 9

NWE Hedge Fund Activity: Q3 2023 in Review

274 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2023, worth a combined $2.85B — down 14% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of NWE and 29 opened new positions — a net loss of 15 holders — while 110 trimmed existing stakes and 96 added.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $40.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.9M sold.

  • 274 institutional investors held NorthWestern Energy (NWE) as of Q3 2023, down from 290 in Q2 2023.
  • Funds reported $2.85B of NorthWestern Energy stock for Q3 2023, down 14% quarter-over-quarter.
  • 29 funds opened new NorthWestern Energy positions in Q3 2023 and 44 closed out, a net change of -15 holders.
  • The largest NorthWestern Energy buyer in Q3 2023 was Massachusetts Financial Services, an estimated $40.5M added.
  • The largest NorthWestern Energy seller in Q3 2023 was Balyasny Asset Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.