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NorthWestern Energy
NWE

Overview Fund Activity

193 hedge funds and large institutions have $2.02B invested in NorthWestern Energy in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 76 increasing their positions, 69 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-1
Holders Change %
-0.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
76
Reduced
69
Closed
15
Calls
$1.99M
Puts
–
Net Calls
+$1.99M
Net Calls Change
-$520K

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$57.4M
2
Norges Bank
Norges Bank
Norway
$36.9M
3
ICOM
Investment Counselors of Maryland
Maryland
$25.2M
4
American Century Companies
American Century Companies
Missouri
$68.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$138M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$105M
2
TSW
Thompson Siegel & Walmsley
Virginia
$41.3M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$39.8M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$93.5M
5
Morgan Stanley
Morgan Stanley
New York
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$52K – – –
1IC
177
1919 Investment Counsel
Maryland
$42K – – –
GSC
178
Ground Swell Capital
South Carolina
$39K +$39K +750 New
FHA
179
First Horizon Advisors
Tennessee
$32K +$6.5K +140 +26%
QT
180
Quantbot Technologies
New York
$26K -$62.4K -1,200 -71%
TWI
181
Thomas White International
Illinois
$16K – – –
WEC
182
Winslow Evans & Crocker
Massachusetts
$15.7K +$15.7K +300 New
AC
183
Alexandria Capital
Virginia
$15K +$15K +285 New
WA
184
WFG Advisors
Texas
$13K – – –
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$13K +$154 +3 +1%
ST
186
Smithfield Trust
Pennsylvania
$10K – – –
BRWA
187
B. Riley Wealth Advisors
Florida
$9.81K +$9.81K +188 New
TRCT
188
Tower Research Capital (TRC)
New York
$8K -$9.26K -176 -54%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
PTC
190
Private Trust Company
Ohio
$5K – – –
GAM
191
Gemmer Asset Management
California
$4K – – –
AWM
192
Avior Wealth Management
Nebraska
$2K – – –
Bessemer Group
193
Bessemer Group
New Jersey
$2K +$2K +47 New
Millennium Management
194
Millennium Management
New York
– -$2.08M -43,742 Closed
Two Sigma Investments
195
Two Sigma Investments
New York
– -$661K -13,941 Closed
SCA
196
SAC Capital Advisors
Connecticut
– -$520K -10,957 Closed
AW
197
Alpha Windward
Massachusetts
– -$472K -9,960 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
– -$377K -7,955 Closed
NCCM
199
Nine Chapters Capital Management
New Jersey
– -$351K -7,400 Closed
PCM
200
Prelude Capital Management
New York
– -$317K -6,693 Closed
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