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NorthWestern Energy
NWE

Overview Fund Activity

219 hedge funds and large institutions have $3.11B invested in NorthWestern Energy in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
5.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
86
Reduced
75
Closed
20
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
-$2.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$176M
2
Deutsche Bank
Deutsche Bank
Germany
$282M
3
American Century Companies
American Century Companies
Missouri
$84.6M
4
TAM
Tiverton Asset Management
Delaware
$33.9M
5
BFA
BlackRock Fund Advisors
California
$377M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$42M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$42.9M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
Goldman Sachs
Goldman Sachs
New York
$73.7M
5
VNIM
Vaughan Nelson Investment Management
Texas
$77.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$211K +$211K +3,344 New
GVT
177
Genesee Valley Trust
New York
$209K +$209K +3,306 New
RCM
178
Riverhead Capital Management
Delaware
$199K +$79.2K +5,346 +66%
FMT
179
First Mercantile Trust
Tennessee
$178K -$6.31K -100 -3%
Barclays
180
Barclays
United Kingdom
$176K -$2.18M -34,593 -93%
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$164K +$3.66K +58 +2%
AssetMark Inc
182
AssetMark Inc
California
$117K +$65.9K +1,047 +129%
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$114K +$47.2K +748 +71%
IA
184
IFP Advisors
Florida
$108K +$108K +1,715 New
LIA
185
LS Investment Advisors
Michigan
$107K +$3.66K +58 +4%
SG Americas Securities
186
SG Americas Securities
New York
$104K -$268K -4,259 -72%
SG
187
Societe Generale
$104K +$104K +1,653 New
SF
188
Synovus Financial
Georgia
$95K – – –
VCM
189
Versant Capital Management
Arizona
$95K +$5.07K +81 +6%
Zurich Cantonal Bank
190
Zurich Cantonal Bank
Switzerland
$88K – – –
SSB
191
Sandy Spring Bank
Maryland
$82K – – –
AG
192
Advisor Group
Arizona
$72K +$72K +1,153 New
CCM
193
Cribstone Capital Management
Maine
$71K +$71K +1,125 New
CG
194
Cutler Group
California
$69K +$21.4K +343 +45%
Creative Planning
195
Creative Planning
Kansas
$68K +$5.1K +81 +8%
DADC
196
D.A. Davidson & Co
Montana
$67K -$83K -1,331 -55%
SWA
197
Sutton Wealth Advisors
Florida
$59.3K – – –
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$46K -$38.7K -628 -46%
QI
199
QS Investors
New York
$39K – – –
JIC
200
Joel Isaacson & Co
New York
$35K – – –
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