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NorthWestern Energy
NWE

313 hedge funds and large institutions have $3.38B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $114K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.95B → $3.38B (+$433M)

5% more funds holding

Funds holding: 298 → 313 (+15)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

0.44% more ownership

Funds ownership: 95.97% → 96.41% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
116
Reduced
110
Closed
30
Calls
$1.34M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
BlackRock
New York
+$28.6M
2
N
Nuveen
North Carolina
+$15.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.9M
4
Norges Bank
Norges Bank
Norway
+$9.16M
5
Morgan Stanley
Morgan Stanley
New York
+$8.44M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$14.2M
3
Millennium Management
Millennium Management
New York
-$8.23M
4
Macquarie Group
Macquarie Group
Australia
-$8.05M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$778K -$4.22K -79 -0.6%
WG
152
Winton Group
United Kingdom
$775K +$723K +13,536 New
ETC
153
Exchange Traded Concepts
Oklahoma
$770K -$2.24K -42 -0.3%
US Bancorp
154
US Bancorp
Minnesota
$770K -$110K -2,055 -13%
MAS
155
Meeder Advisory Services
Ohio
$755K +$82.6K +1,546 +13%
Man Group
156
Man Group
United Kingdom
$719K -$1.07M -20,055 -61%
VCS
157
Vaughan & Co Securities
New Jersey
$712K -$4.81K -90 -0.7%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$711K -$15K -280 -2%
Mariner
159
Mariner
Kansas
$708K +$19.7K +369 +3%
IIM
160
INTECH Investment Management
Florida
$703K +$656K +12,291 New
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$675K – – –
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$672K – – –
SCM
163
Sterling Capital Management
North Carolina
$648K +$605K +11,320 New
XT
164
XTX Topco
Cayman Islands
$631K +$589K +11,026 New
TD Asset Management
165
TD Asset Management
Ontario, Canada
$619K -$828K -15,500 -59%
PAG
166
Private Advisor Group
New Jersey
$615K +$1.92K +36 +0.3%
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$612K – – –
PSB
168
Passumpsic Savings Bank
Vermont
$610K +$569K +10,652 New
AWS
169
Atria Wealth Solutions
New York
$602K +$102K +1,906 +22%
HC
170
Henshaw Capital
Massachusetts
$601K – – –
HSBC Holdings
171
HSBC Holdings
United Kingdom
$587K -$2.1M -39,289 -79%
PCM
172
Penn Capital Management
Pennsylvania
$585K -$66.3K -1,241 -11%
NEI
173
Northwest & Ethical Investments
Ontario, Canada
$584K -$27.7K -518 -5%
FP
174
Foundry Partners
Minnesota
$572K +$107 +2 +0%
CB
175
Commerce Bank
Missouri
$566K +$31.3K +587 +6%
5 6
7
8 9

NWE Hedge Fund Activity: Q3 2024 in Review

313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2024, worth a combined $3.38B — up 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NWE positions and 30 closed out — a net gain of 17 holders — while 116 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $19.9M.

  • 313 institutional investors held NorthWestern Energy (NWE) as of Q3 2024, up from 298 in Q2 2024.
  • Funds reported $3.38B of NorthWestern Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 47 funds opened new NorthWestern Energy positions in Q3 2024 and 30 closed out, a net change of +17 holders.
  • The largest NorthWestern Energy buyer in Q3 2024 was BlackRock, an estimated $28.6M added.
  • The largest NorthWestern Energy seller in Q3 2024 was JP Morgan Chase, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2024.