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NorthWestern Energy
NWE

274 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, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79% → 98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 290 → 274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% 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
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$40.5M
2
RRAM
River Road Asset Management
Kentucky
+$15.3M
3
American Century Companies
American Century Companies
Missouri
+$11.3M
4
JAM
Jupiter Asset Management
United Kingdom
+$9.66M
5
Renaissance Technologies
Renaissance Technologies
New York
+$9.49M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$23.3M
3
Millennium Management
Millennium Management
New York
-$18.7M
4
Morgan Stanley
Morgan Stanley
New York
-$11.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Neuberger Berman Group
176
Neuberger Berman Group
New York
$307K +$340K +6,379 New
BC
177
Burney Company
Virginia
$301K -$3.31K -62 -1%
BI
178
Ballast Inc
Kentucky
$298K – – –
HighTower Advisors
179
HighTower Advisors
Illinois
$296K +$27.8K +521 +9%
NYLIM
180
New York Life Investment Management
New York
$296K -$51.5K -967 -14%
SFI
181
Susquehanna Fundamental Investments
Pennsylvania
$293K -$90K -1,688 -22%
CAN
182
Cetera Advisor Networks
California
$291K -$62K -1,164 -16%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$274K +$304K +5,699 New
Mariner
184
Mariner
Kansas
$260K -$115K -2,159 -29%
FP
185
Foundry Partners
Minnesota
$257K – – –
AWM
186
Accurate Wealth Management
Florida
$255K +$33.7K +632 +14%
VCA
187
Verdence Capital Advisors
Maryland
$252K +$13.3K +249 +5%
JGUA
188
John G. Ullman & Associates
New York
$250K – – –
SAM
189
Securian Asset Management
Minnesota
$244K -$12.8K -241 -5%
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$244K -$284K -5,326 -51%
PWA
191
Physician Wealth Advisors
Utah
$236K – – –
NC
192
NinePointTwo Capital
California
$233K +$259K +4,866 New
MM
193
MQS Management
New York
$225K +$249K +4,674 New
AWS
194
Atria Wealth Solutions
New York
$217K -$38.3K -719 -14%
SAM
195
Shell Asset Management
Netherlands
$207K -$3.68K -69 -2%
VPIM
196
Vanguard Personalized Indexing Management
California
$207K -$227K -4,252 -50%
CGH
197
Crossmark Global Holdings
Texas
$206K – – –
Cambridge Investment Research Advisors
198
Cambridge Investment Research Advisors
Iowa
$204K -$49.3K -925 -18%
DADC
199
D.A. Davidson & Co
Montana
$203K +$6.66K +125 +3%
TI
200
Truepoint Inc
Ohio
$203K +$225K +4,216 New
6 7
8
9 10

NWE Hedge Fund Activity: Q3 2023 in Review

274 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2023, worth a combined $2.85B — down 14% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of NWE and 29 opened new positions — a net loss of 15 holders — while 110 trimmed existing stakes and 96 added.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $40.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.9M sold.

  • 274 institutional investors held NorthWestern Energy (NWE) as of Q3 2023, down from 290 in Q2 2023.
  • Funds reported $2.85B of NorthWestern Energy stock for Q3 2023, down 14% quarter-over-quarter.
  • 29 funds opened new NorthWestern Energy positions in Q3 2023 and 44 closed out, a net change of -15 holders.
  • The largest NorthWestern Energy buyer in Q3 2023 was Massachusetts Financial Services, an estimated $40.5M added.
  • The largest NorthWestern Energy seller in Q3 2023 was Balyasny Asset Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.