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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
176
Assenagon Asset Management
Luxembourg
$445K -$1.15M -23,630 -73%
II
177
IFM Investors
Australia
$435K +$417K +8,539 New
FRM
178
Fox Run Management
Connecticut
$421K +$404K +8,272 New
VIM
179
VELA Investment Management
Ohio
$420K – – –
B
180
Bailard
California
$418K +$400K +8,200 New
CT
181
ClearAlpha Technologies
Connecticut
$416K +$398K +8,164 New
JWM
182
Jeppson Wealth Management
California
$401K -$23.4K -480 -6%
PCG
183
Prosperity Consulting Group
Maryland
$379K +$363K +7,448 New
Capstone Investment Advisors
184
Capstone Investment Advisors
New York
$376K +$32.9K +674 +10%
CAN
185
Cetera Advisor Networks
California
$376K -$98 -2 -0%
Man Group
186
Man Group
United Kingdom
$372K +$356K +7,304 New
NYLIM
187
New York Life Investment Management
New York
$371K +$61.7K +1,264 +21%
Allspring Global Investments
188
Allspring Global Investments
North Carolina
$367K -$245K -5,028 -41%
KeyBank National Association
189
KeyBank National Association
Ohio
$364K -$71.9K -1,473 -17%
AWS
190
Atria Wealth Solutions
New York
$362K +$30.2K +619 +10%
FP
191
Foundry Partners
Minnesota
$362K -$71.8K -1,471 -17%
HSBC Holdings
192
HSBC Holdings
United Kingdom
$360K +$345K +7,076 New
Creative Planning
193
Creative Planning
Kansas
$354K +$85.1K +1,744 +34%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$343K – – –
HWAM
195
Hennion & Walsh Asset Management
New Jersey
$342K +$31.4K +644 +11%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$341K -$59.2K -1,214 -15%
IF
197
Intrua Financial
Texas
$328K +$89.2K +1,828 +40%
MAS
198
Meeder Advisory Services
Ohio
$324K +$97.4K +1,997 +46%
Mariner
199
Mariner
Kansas
$320K -$55.4K -1,135 -15%
RJT
200
Raymond James Trust
Florida
$316K +$96K +1,968 +46%
6 7
8
9 10

NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.