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NorthWestern Energy
NWE

Overview Fund Activity

194 hedge funds and large institutions have $1.79B invested in NorthWestern Energy in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+18
Holders Change %
+10.23%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
31
Increased
60
Reduced
78
Closed
12
Calls
$2.51M
Puts
–
Net Calls
+$2.51M
Net Calls Change
+$1.26M

Top Buyers

1
TSW
1
Thompson Siegel & Walmsley
Virginia
$42.7M
2
American Century Companies
2
American Century Companies
Missouri
$53.9M
3
ICOM
3
Investment Counselors of Maryland
Maryland
$13.1M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$29.5M
5
MCM
5
Munder Capital Management
Michigan
$25.6M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$0
2
WI
2
WHV Investments
California
$6.42M
3
RFC
3
Russell Frank Company
Washington
$6.46M
4
First Manhattan
4
First Manhattan
New York
$16.1M
5
BIM
5
BlackRock Investment Management
Delaware
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$47K -$17.8K -379 -27%
DVM
177
Dreman Value Management
Florida
$47K +$47K +998 New
Nordea Investment Management
178
Nordea Investment Management
Sweden
$40K +$40K +850 New
1IC
179
1919 Investment Counsel
Maryland
$38K – – –
SO
180
STRS Ohio
Ohio
$38K +$28.5K +600 +300%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$27K +$2.7K +57 +11%
FHA
182
First Horizon Advisors
Tennessee
$25K +$1.73K +38 +7%
TRCT
183
Tower Research Capital (TRC)
New York
$15K +$15K +328 New
TWI
184
Thomas White International
Illinois
$14K +$14K +300 New
WA
185
WFG Advisors
Texas
$12K -$651 -14 -5%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$12K – – –
ST
187
Smithfield Trust
Pennsylvania
$9K +$9K +200 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
PTC
189
Private Trust Company
Ohio
$5K – – –
GAM
190
Gemmer Asset Management
California
$4K +$4K +85 New
AWM
191
Avior Wealth Management
Nebraska
$2K +$2K +47 New
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.35K -$11 -237 -0.8%
Adage Capital Partners
193
Adage Capital Partners
Massachusetts
– -$41.2M -950,010 Closed
CCIA
194
Campbell & Co Investment Adviser
Maryland
– -$2.25M -52,038 Closed
Jacobs Levy Equity Management
195
Jacobs Levy Equity Management
New Jersey
– -$1.55M -35,800 Closed
HI
196
HBK Investments
Texas
– -$799K -18,445 Closed
PAM
197
Panagora Asset Management
Massachusetts
– -$543K -12,530 Closed
MAM
198
Martingale Asset Management
Massachusetts
– -$443K -10,206 Closed
WMSA
199
Weiss Multi-Strategy Advisers
New York
– -$316K -7,290 Closed
CONA
200
Capital One National Association
New York
– -$289K -6,679 Closed
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8
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