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NorthWestern Energy
NWE

Overview Fund Activity

273 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, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-16
Holders Change %
-5.54%
% 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
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMERB
151
New Mexico Educational Retirement Board
New Mexico
$567K – – –
CSS
152
Cubist Systematic Strategies
Connecticut
$559K +$559K +11,637 New
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$548K +$548K +11,409 New
ETC
154
Exchange Traded Concepts
Oklahoma
$530K +$1.49K +31 +0.3%
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$508K +$99.1K +2,063 +24%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$502K -$49.6K -1,031 -9%
LPL Financial
157
LPL Financial
California
$492K +$26K +542 +6%
YIH
158
Y-Intercept (HK)
Hong Kong
$465K +$465K +9,679 New
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$464K +$464K +9,657 New
CB
160
Commerce Bank
Missouri
$464K -$11.8K -245 -2%
AA
161
ALPS Advisors
Colorado
$447K +$205K +4,259 +85%
DFCM
162
Dark Forest Capital Management
Puerto Rico
$436K +$69.9K +1,454 +19%
VIM
163
VELA Investment Management
Ohio
$434K – – –
KeyBank National Association
164
KeyBank National Association
Ohio
$420K -$9.08K -189 -2%
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$420K +$420K +8,732 New
X
166
Xponance
Pennsylvania
$415K -$6.1K -127 -1%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$413K – – –
Walleye Trading
168
Walleye Trading
New York
$405K +$405K +8,427 New
Federated Hermes
169
Federated Hermes
Pennsylvania
$404K +$23.3K +485 +6%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$399K +$399K +8,297 New
II
171
IFM Investors
Australia
$385K +$30.3K +631 +9%
SOADOR
172
State of Alaska Department of Revenue
Alaska
$345K -$11K -230 -3%
LCM
173
Legato Capital Management
California
$334K +$11.7K +243 +4%
DCM
174
Dean Capital Management
Kansas
$334K +$11.7K +243 +4%
Neuberger Berman Group
175
Neuberger Berman Group
New York
$307K +$307K +6,379 New
5 6
7
8 9