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NorthWestern Energy
NWE

278 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, 101 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $275K

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $2.85B → $3.07B (+$223M)

1% more funds holding

Funds holding: 274 → 278 (+4)

4% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 98.81% → 98.63% (-0.17%)

Holders
278
Holders Change
+4
Holders Change %
+1.46%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
101
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
+$28.9M
2
RRAM
River Road Asset Management
Kentucky
+$28.1M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$21.9M
4
Macquarie Group
Macquarie Group
Australia
+$17M
5
Ameriprise
Ameriprise
Minnesota
+$13.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$50.7M
2
JP Morgan Chase
JP Morgan Chase
New York
-$21.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.5M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.8M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
176
Cetera Advisor Networks
California
$376K +$66.2K +1,327 +22%
PE
177
Point72 Europe
United Kingdom
$366K +$359K +7,188 New
SOADOR
178
State of Alaska Department of Revenue
Alaska
$343K -$21.5K -430 -6%
Capstone Investment Advisors
179
Capstone Investment Advisors
New York
$342K -$101K -2,020 -23%
AWS
180
Atria Wealth Solutions
New York
$326K +$94.3K +1,890 +42%
HWAM
181
Hennion & Walsh Asset Management
New Jersey
$309K +$303K +6,072 New
NYLIM
182
New York Life Investment Management
New York
$306K -$6.94K -139 -2%
Allianz Asset Management
183
Allianz Asset Management
Germany
$282K -$941K -18,861 -77%
Sumitomo Mitsui Trust Group
184
Sumitomo Mitsui Trust Group
Japan
$278K +$273K +5,460 New
VCA
185
Verdence Capital Advisors
Maryland
$270K +$3.04K +61 +1%
NEI
186
Northwest & Ethical Investments
Ontario, Canada
$265K +$260K +5,214 New
Creative Planning
187
Creative Planning
Kansas
$265K +$259K +5,198 New
HighTower Advisors
188
HighTower Advisors
Illinois
$264K -$58.2K -1,166 -19%
SAM
189
Securian Asset Management
Minnesota
$259K – – –
FHB
190
First Hawaiian Bank
Hawaii
$252K +$247K +4,957 New
MPM
191
Meritage Portfolio Management
Kansas
$249K -$2.51M -50,246 -91%
IF
192
Intrua Financial
Texas
$235K +$230K +4,608 New
PWA
193
Physician Wealth Advisors
Utah
$229K – – –
MAS
194
Meeder Advisory Services
Ohio
$222K +$217K +4,357 New
RJT
195
Raymond James Trust
Florida
$215K +$211K +4,234 New
CA
196
Crewe Advisors
Utah
$214K +$2.79K +56 +1%
AWM
197
Accurate Wealth Management
Florida
$211K -$49K -981 -19%
JF
198
Jump Financial
Illinois
$209K +$205K +4,100 New
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$207K +$203K +4,068 New
CGH
200
Crossmark Global Holdings
Texas
$207K -$7.59K -152 -4%
6 7
8
9 10

NWE Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q4 2023, worth a combined $3.07B — up 7.8% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new NWE positions and 37 closed out — a net gain of 6 holders — while 101 added to existing stakes and 97 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $28.9M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $50.7M.

  • 278 institutional investors held NorthWestern Energy (NWE) as of Q4 2023, up from 274 in Q3 2023.
  • Funds reported $3.07B of NorthWestern Energy stock for Q4 2023, up 7.8% quarter-over-quarter.
  • 43 funds opened new NorthWestern Energy positions in Q4 2023 and 37 closed out, a net change of +6 holders.
  • The largest NorthWestern Energy buyer in Q4 2023 was Morgan Stanley, an estimated $28.9M added.
  • The largest NorthWestern Energy seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $50.7M sold.

Based on aggregated 13F filings for Q4 2023.