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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
118
Reduced
74
Closed
32
Calls
$1.09M
Puts
$829K
Net Calls
+$263K
Net Calls Change
+$785K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$194M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$61.2M
3
BlackRock
BlackRock
New York
$502M
4
Marshall Wace
Marshall Wace
United Kingdom
$23.6M
5
WHG
Westwood Holdings Group
Texas
$74.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
2
UBS Group
UBS Group
Switzerland
$3.35M
3
FWC
First Washington Corp
Washington
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$430K – – –
NGA
177
Naples Global Advisors
Florida
$406K +$7.15K +125 +2%
CC
178
Centiva Capital
New York
$399K +$89.5K +1,567 +29%
Man Group
179
Man Group
United Kingdom
$388K +$173K +3,033 +81%
SIM
180
Sandia Investment Management
Massachusetts
$383K +$383K +6,700 New
AIM
181
Aigen Investment Management
New York
$373K +$373K +6,663 New
JF
182
Jump Financial
Illinois
$372K +$372K +6,500 New
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$357K +$76K +1,331 +27%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$356K -$264K -4,614 -43%
OC
185
Oppenheimer & Co
New York
$354K – – –
PA
186
Profund Advisors
Maryland
$343K +$20.5K +358 +6%
SWP
187
Strategic Wealth Partners
Ohio
$337K +$337K +5,897 New
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$328K +$328K +5,736 New
PWA
189
Physician Wealth Advisors
Utah
$315K – – –
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$301K +$3.6K +63 +1%
JGUA
191
John G. Ullman & Associates
New York
$297K -$685K -12,000 -70%
TI
192
Trexquant Investment
Connecticut
$296K -$657K -11,511 -69%
HSA
193
Hussman Strategic Advisors
Maryland
$286K – – –
AG
194
Algert Global
California
$284K – – –
Mitsubishi UFJ Trust & Banking
195
Mitsubishi UFJ Trust & Banking
Japan
$284K +$34.2K +600 +14%
VCA
196
Verdence Capital Advisors
Maryland
$284K +$284K +4,970 New
LPL Financial
197
LPL Financial
California
$281K +$4.35K +76 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$279K -$22.9K -400 -8%
SAM
199
Securian Asset Management
Minnesota
$270K +$6.99K +122 +3%
CGH
200
Crossmark Global Holdings
Texas
$264K +$264K +4,610 New
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