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NorthWestern Energy
NWE

Overview Fund Activity

203 hedge funds and large institutions have $2.63B invested in NorthWestern Energy in 2014 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 83 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+14
Holders Change %
+7.41%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
83
Reduced
61
Closed
17
Calls
$2.05M
Puts
$113K
Net Calls
+$1.94M
Net Calls Change
+$1.9M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$295M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$104M
3
BFA
BlackRock Fund Advisors
California
$154M
4
Franklin Resources
Franklin Resources
California
$34M
5
Victory Capital Management
Victory Capital Management
Texas
$60.4M

Top Sellers

1
TSW
Thompson Siegel & Walmsley
Virginia
$46.5M
2
BA
BlackRock Advisors
Delaware
$22.1M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$0
4
WI
WHV Investments
California
$0
5
APG Asset Management
APG Asset Management
Netherlands
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
176
First Mercantile Trust
Tennessee
$133K -$7.36K -130 -5%
HIM
177
Hillsdale Investment Management
Ontario, Canada
$108K -$79.6K -1,400 -42%
SF
178
Synovus Financial
Georgia
$86K – – –
WIL
179
Winifred I. Li
$80K – – –
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$75K +$1.31K +23 +2%
SSB
181
Sandy Spring Bank
Maryland
$74K – – –
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$67K -$11.8K -208 -15%
Creative Planning
183
Creative Planning
Kansas
$57K – – –
FHA
184
First Horizon Advisors
Tennessee
$47K +$1.03K +18 +2%
CAW
185
Cornerstone Advisors (Washington)
Washington
$42K +$42K +750 New
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$26K +$12.1K +218 +87%
TWI
187
Thomas White International
Illinois
$17K – – –
AC
188
Alexandria Capital
Virginia
$16K – – –
WA
189
WFG Advisors
Texas
$16K +$110 +2 +0.7%
WA
190
Waverly Advisors
Alabama
$14K – – –
ST
191
Smithfield Trust
Pennsylvania
$11K – – –
NSIM
192
North Star Investment Management
Illinois
$10K +$10K +170 New
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$9K +$2.29K +42 +34%
SC
194
Searle & Co
Connecticut
$7K +$7K +136 New
GAM
195
Gemmer Asset Management
California
$5K – – –
MCM
196
MV Capital Management
Maryland
$5K +$5K +90 New
DADC
197
D.A. Davidson & Co
Montana
$5K +$5K +100 New
RNS
198
Robert N. Shapiro
$4K +$4K +74 New
NES
199
New England Securities
New York
$2K +$2K +30 New
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.54K +$108 +1,909 +8%
5 6 7
8
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