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NorthWestern Energy
NWE

Overview Fund Activity

289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
176
IFM Investors
Australia
$419K +$419K +7,387 New
XT
177
XTX Topco
Cayman Islands
$419K +$419K +7,382 New
CAN
178
Cetera Advisor Networks
California
$410K +$11.5K +203 +3%
NYLIM
179
New York Life Investment Management
New York
$404K -$65.8K -1,160 -14%
LCM
180
Legato Capital Management
California
$381K +$48.6K +856 +15%
DCM
181
Dean Capital Management
Kansas
$381K +$48.6K +856 +15%
Squarepoint
182
Squarepoint
New York
$381K +$381K +6,707 New
BC
183
Burney Company
Virginia
$359K -$23.6K -416 -6%
BI
184
Ballast Inc
Kentucky
$352K +$352K +6,200 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
185
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$341K – – –
CC
186
Centiva Capital
New York
$337K +$35.2K +621 +12%
HighTower Advisors
187
HighTower Advisors
Illinois
$331K +$74.1K +1,290 +29%
SG Americas Securities
188
SG Americas Securities
New York
$325K -$143K -2,527 -31%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$322K -$8.8K -155 -3%
VI
190
Versor Investments
New York
$318K -$108K -1,897 -25%
ZIM
191
Zacks Investment Management
Illinois
$309K +$80.4K +1,417 +35%
FP
192
Foundry Partners
Minnesota
$303K +$79.2K +1,395 +35%
SAM
193
Securian Asset Management
Minnesota
$302K +$6.64K +117 +2%
Corient Private Wealth
194
Corient Private Wealth
Florida
$300K +$300K +5,285 New
AWS
195
Atria Wealth Solutions
New York
$297K +$76.1K +1,340 +34%
JGUA
196
John G. Ullman & Associates
New York
$295K – – –
KBC Group
197
KBC Group
Belgium
$294K – – –
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$294K +$81.8K +1,441 +39%
DTL
199
Dynamic Technology Lab
Singapore
$292K +$43.7K +771 +18%
AA
200
ALPS Advisors
Colorado
$286K +$88.5K +1,560 +45%
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