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NorthWestern Energy
NWE

Overview Fund Activity

288 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M
2
RRAM
2
River Road Asset Management
Kentucky
$51.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$126M
2
Millennium Management
2
Millennium Management
New York
$1.25M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.68M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$30.7M
5
PCM
5
Peregrine Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
176
Winton Group
United Kingdom
$411K +$1.22K +21 +0.3%
CAN
177
Cetera Advisor Networks
California
$406K +$118K +2,033 +41%
Mariner
178
Mariner
Kansas
$402K +$114K +1,962 +39%
Citigroup
179
Citigroup
New York
$395K -$24.5K -424 -6%
BC
180
Burney Company
Virginia
$391K -$4.22K -73 -1%
Citadel Advisors
181
Citadel Advisors
Florida
$384K -$668K -11,542 -63%
LPL Financial
182
LPL Financial
California
$376K +$6.19K +107 +2%
BCM
183
Bayesian Capital Management
New York
$372K +$372K +6,426 New
TI
184
Tidal Investments
Wisconsin
$369K +$29.1K +504 +9%
OC
185
Oppenheimer & Co
New York
$359K – – –
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$353K +$353K +6,101 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$347K – – –
LCM
188
Legato Capital Management
California
$339K +$405 +7 +0.1%
DCM
189
Dean Capital Management
Kansas
$339K +$405 +7 +0.1%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$337K -$52K -900 -13%
VCA
191
Verdence Capital Advisors
Maryland
$317K +$19.6K +338 +7%
CC
192
Centiva Capital
New York
$307K +$307K +5,313 New
SAM
193
Securian Asset Management
Minnesota
$301K -$5.79K -100 -2%
JGUA
194
John G. Ullman & Associates
New York
$301K – – –
KBC Group
195
KBC Group
Belgium
$300K +$300K +5,182 New
PWA
196
Physician Wealth Advisors
Utah
$281K – – –
HighTower Advisors
197
HighTower Advisors
Illinois
$267K -$12.5K -210 -4%
EGM
198
Engineers Gate Manager
New York
$263K +$263K +4,538 New
Cerity Partners
199
Cerity Partners
New York
$262K +$14.9K +258 +6%
RL
200
Retireful LLC
Michigan
$259K +$259K +4,478 New
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