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NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
$19.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.6M
2
AIG
American International Group
New York
$0
3
Invesco
Invesco
Georgia
$40.7M
4
Macquarie Group
Macquarie Group
Australia
$71.5M
5
WHG
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
151
Versor Investments
New York
$681K -$18.4K -367 -3%
ETC
152
Exchange Traded Concepts
Oklahoma
$676K +$32.5K +648 +5%
Balyasny Asset Management
153
Balyasny Asset Management
Illinois
$653K +$653K +13,031 New
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$637K -$120K -2,400 -16%
VCS
155
Vaughan & Co Securities
New Jersey
$628K +$46.2K +922 +8%
Truist Financial
156
Truist Financial
North Carolina
$626K +$161K +3,210 +35%
Mariner
157
Mariner
Kansas
$601K +$286K +5,710 +91%
NMERB
158
New Mexico Educational Retirement Board
New Mexico
$591K – – –
LCM
159
Legato Capital Management
California
$590K +$5.96K +119 +1%
DCM
160
Dean Capital Management
Kansas
$590K +$5.96K +119 +1%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$588K +$82.2K +1,641 +16%
MAS
162
Meeder Advisory Services
Ohio
$583K +$265K +5,289 +83%
PCM
163
Penn Capital Management
Pennsylvania
$574K -$37.5K -748 -6%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$545K +$545K +10,877 New
NEI
165
Northwest & Ethical Investments
Ontario, Canada
$537K -$22K -440 -4%
PAG
166
Private Advisor Group
New Jersey
$536K -$601 -12 -0.1%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$536K +$49.2K +982 +10%
FP
168
Foundry Partners
Minnesota
$501K +$144K +2,885 +41%
CB
169
Commerce Bank
Missouri
$466K +$401 +8 +0.1%
SC
170
Savant Capital
Illinois
$456K +$456K +9,110 New
YIH
171
Y-Intercept (HK)
Hong Kong
$455K +$455K +9,086 New
SPS
172
Susquehanna Portfolio Strategies
Pennsylvania
$439K – – –
SCM
173
Schnieders Capital Management
California
$433K +$433K +8,648 New
AWS
174
Atria Wealth Solutions
New York
$431K +$79.3K +1,583 +23%
II
175
IFM Investors
Australia
$428K – – –
5 6
7
8 9