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NorthWestern Energy
NWE

Overview Fund Activity

273 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Burney Company
Virginia
$301K -$2.98K -62 -1%
BI
177
Ballast Inc
Kentucky
$298K – – –
HighTower Advisors
178
HighTower Advisors
Illinois
$296K +$24.5K +521 +9%
NYLIM
179
New York Life Investment Management
New York
$296K -$46.5K -967 -14%
SFI
180
Susquehanna Fundamental Investments
Pennsylvania
$293K -$81.1K -1,688 -22%
CAN
181
Cetera Advisor Networks
California
$291K -$55.9K -1,164 -16%
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
$274K +$274K +5,699 New
Mariner
183
Mariner
Kansas
$260K -$104K -2,159 -29%
FP
184
Foundry Partners
Minnesota
$257K – – –
AWM
185
Accurate Wealth Management
Florida
$255K +$30.8K +632 +14%
VCA
186
Verdence Capital Advisors
Maryland
$252K +$12K +249 +5%
JGUA
187
John G. Ullman & Associates
New York
$250K – – –
SAM
188
Securian Asset Management
Minnesota
$244K -$11.6K -241 -5%
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$244K -$256K -5,326 -51%
PWA
190
Physician Wealth Advisors
Utah
$236K – – –
NC
191
NinePointTwo Capital
California
$233K +$233K +4,866 New
MM
192
MQS Management
New York
$225K +$225K +4,674 New
AWS
193
Atria Wealth Solutions
New York
$217K -$34.6K -719 -14%
SAM
194
Shell Asset Management
Netherlands
$207K -$3.32K -69 -2%
VPIM
195
Vanguard Personalized Indexing Management
California
$207K -$204K -4,252 -50%
CGH
196
Crossmark Global Holdings
Texas
$206K – – –
Cambridge Investment Research Advisors
197
Cambridge Investment Research Advisors
Iowa
$204K -$44.4K -925 -18%
DADC
198
D.A. Davidson & Co
Montana
$203K +$6.01K +125 +3%
TI
199
Truepoint Inc
Ohio
$203K +$203K +4,216 New
CA
200
Crewe Advisors
Utah
$199K +$2.21K +46 +1%
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