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NorthWestern Energy
NWE

Overview Fund Activity

274 hedge funds and large institutions have $3.41B invested in NorthWestern Energy in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 127 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-5
Holders Change %
-1.79%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
127
Reduced
76
Closed
33
Calls
$1.4M
Puts
$663K
Net Calls
+$734K
Net Calls Change
+$471K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$307M
2
State Street
State Street
Massachusetts
$145M
3
Victory Capital Management
Victory Capital Management
Texas
$111M
4
Norges Bank
Norges Bank
Norway
$48.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.72M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$124M
2
American Century Companies
American Century Companies
Missouri
$180M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$124M
5
IM
Islet Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
176
SG Americas Securities
New York
$370K -$744K -12,296 -67%
Citigroup
177
Citigroup
New York
$369K -$778K -12,896 -68%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$359K +$12.4K +205 +4%
GC
179
Guggenheim Capital
Illinois
$354K +$114K +1,879 +47%
YIH
180
Y-Intercept (HK)
Hong Kong
$340K +$340K +5,621 New
PWA
181
Physician Wealth Advisors
Utah
$325K – – –
LPL Financial
182
LPL Financial
California
$325K +$27.7K +458 +9%
VCA
183
Verdence Capital Advisors
Maryland
$317K +$15.9K +263 +5%
JGUA
184
John G. Ullman & Associates
New York
$315K – – –
SIM
185
Sandia Investment Management
Massachusetts
$302K -$103K -1,700 -25%
Mitsubishi UFJ Trust & Banking
186
Mitsubishi UFJ Trust & Banking
Japan
$301K – – –
SAM
187
Securian Asset Management
Minnesota
$293K +$8.21K +136 +3%
OSIA
188
O'Shares Investment Advisers
Massachusetts
$290K +$15.4K +255 +6%
WGCA
189
Wolf Group Capital Advisors
Virginia
$288K -$5.66M -93,747 -95%
CGH
190
Crossmark Global Holdings
Texas
$282K +$3.03K +50 +1%
SWP
191
Strategic Wealth Partners
Ohio
$277K -$79.9K -1,320 -22%
AIM
192
Aigen Investment Management
New York
$275K -$128K -2,112 -32%
B
193
Bailard
California
$272K – – –
PAMS
194
Pictet Asset Management (Switzerland)
Switzerland
$262K +$50.4K +834 +24%
Millennium Management
195
Millennium Management
New York
$257K +$257K +4,241 New
TI
196
Tidal Investments
Wisconsin
$254K +$20.3K +336 +9%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$243K +$15.9K +262 +7%
IFS
198
Ifrah Financial Services
Arkansas
$240K +$302 +5 +0.1%
II
199
Inspire Investing
Idaho
$236K -$29.8K -493 -11%
FCBT
200
First Citizens Bank & Trust
North Carolina
$236K +$236K +3,906 New
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