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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
RRAM
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
Macquarie Group
Australia
$78M
5
Ameriprise
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PE
176
Point72 Europe
United Kingdom
$366K +$366K +7,188 New
SOADOR
177
State of Alaska Department of Revenue
Alaska
$343K -$21.8K -430 -6%
Capstone Investment Advisors
178
Capstone Investment Advisors
New York
$342K -$103K -2,020 -23%
AWS
179
Atria Wealth Solutions
New York
$326K +$96.2K +1,890 +42%
HWAM
180
Hennion & Walsh Asset Management
New Jersey
$309K +$309K +6,072 New
NYLIM
181
New York Life Investment Management
New York
$306K -$7.07K -139 -2%
Allianz Asset Management
182
Allianz Asset Management
Germany
$282K -$960K -18,861 -77%
Sumitomo Mitsui Trust Group
183
Sumitomo Mitsui Trust Group
Japan
$278K +$278K +5,460 New
VCA
184
Verdence Capital Advisors
Maryland
$270K +$3.1K +61 +1%
NEI
185
Northwest & Ethical Investments
Ontario, Canada
$265K +$265K +5,214 New
Creative Planning
186
Creative Planning
Kansas
$265K +$265K +5,198 New
HighTower Advisors
187
HighTower Advisors
Illinois
$264K -$60.2K -1,166 -19%
SAM
188
Securian Asset Management
Minnesota
$259K – – –
FHB
189
First Hawaiian Bank
Hawaii
$252K +$252K +4,957 New
MPM
190
Meritage Portfolio Management
Kansas
$249K -$2.56M -50,246 -91%
IF
191
Intrua Financial
Texas
$235K +$235K +4,608 New
PWA
192
Physician Wealth Advisors
Utah
$229K – – –
MAS
193
Meeder Advisory Services
Ohio
$222K +$222K +4,357 New
RJT
194
Raymond James Trust
Florida
$215K +$215K +4,234 New
CA
195
Crewe Advisors
Utah
$214K +$2.85K +56 +1%
AWM
196
Accurate Wealth Management
Florida
$211K -$48.7K -981 -19%
JF
197
Jump Financial
Illinois
$209K +$209K +4,100 New
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$207K +$207K +4,068 New
CGH
199
Crossmark Global Holdings
Texas
$207K -$7.76K -152 -4%
RJFSA
200
Raymond James Financial Services Advisors
Florida
$206K +$206K +4,048 New
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