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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
RRAM
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
Macquarie Group
Australia
$78M
5
Ameriprise
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
151
Allspring Global Investments
North Carolina
$622K -$93.9K -1,845 -13%
NMERB
152
New Mexico Educational Retirement Board
New Mexico
$601K – – –
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$600K -$406K -7,980 -40%
VPIM
154
Vanguard Personalized Indexing Management
California
$597K +$378K +7,429 +173%
ETC
155
Exchange Traded Concepts
Oklahoma
$562K +$102 +2 +0%
AA
156
ALPS Advisors
Colorado
$551K +$78.2K +1,536 +17%
LCM
157
Legato Capital Management
California
$549K +$195K +3,838 +55%
DCM
158
Dean Capital Management
Kansas
$549K +$195K +3,838 +55%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$548K +$9.57K +188 +2%
LPL Financial
160
LPL Financial
California
$526K +$4.94K +97 +0.9%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$526K +$104K +2,040 +25%
PCM
162
Penn Capital Management
Pennsylvania
$507K +$507K +9,970 New
DTL
163
Dynamic Technology Lab
Singapore
$507K +$507K +9,959 New
TRCT
164
Tower Research Capital (TRC)
New York
$500K +$432K +8,496 +643%
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$491K – – –
CB
166
Commerce Bank
Missouri
$491K – – –
X
167
Xponance
Pennsylvania
$451K +$11.1K +219 +3%
KeyBank National Association
168
KeyBank National Association
Ohio
$438K -$6.57K -129 -1%
FP
169
Foundry Partners
Minnesota
$437K +$165K +3,245 +61%
SGI
170
Summit Global Investments
Utah
$434K +$434K +8,531 New
JWM
171
Jeppson Wealth Management
California
$425K +$425K +8,354 New
VIM
172
VELA Investment Management
Ohio
$419K -$40.7K -799 -9%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$403K -$34.6K -679 -8%
Mariner
174
Mariner
Kansas
$378K +$103K +2,017 +37%
CAN
175
Cetera Advisor Networks
California
$376K +$67.5K +1,327 +22%
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7
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