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NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
$19.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.6M
2
AIG
American International Group
New York
$0
3
Invesco
Invesco
Georgia
$40.7M
4
Macquarie Group
Macquarie Group
Australia
$71.5M
5
WHG
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
176
Prosperity Consulting Group
Maryland
$425K +$52.1K +1,041 +14%
X
177
Xponance
Pennsylvania
$417K -$25.6K -511 -6%
SGI
178
Summit Global Investments
Utah
$417K -$174K -3,469 -29%
VIM
179
VELA Investment Management
Ohio
$413K – – –
B
180
Bailard
California
$411K – – –
TRCT
181
Tower Research Capital (TRC)
New York
$411K +$324K +6,465 +373%
Creative Planning
182
Creative Planning
Kansas
$390K +$42.6K +851 +12%
JWM
183
Jeppson Wealth Management
California
$388K -$6.11K -122 -2%
OAM
184
Oppenheimer Asset Management
New York
$378K +$112K +2,229 +42%
VPIM
185
Vanguard Personalized Indexing Management
California
$359K +$64.2K +1,281 +22%
KeyBank National Association
186
KeyBank National Association
Ohio
$350K -$7.56K -151 -2%
CPC
187
Consolidated Planning Corp
Georgia
$343K +$124K +2,479 +57%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$338K – – –
RAM
189
Resona Asset Management
Japan
$338K -$252K -5,040 -43%
HWAM
190
Hennion & Walsh Asset Management
New Jersey
$335K -$1.7K -34 -0.5%
RJT
191
Raymond James Trust
Florida
$309K -$1.45K -29 -0.5%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$308K -$27.3K -545 -8%
IF
193
Intrua Financial
Texas
$307K -$15K -299 -5%
BF
194
BOK Financial
Oklahoma
$305K +$148K +2,963 +95%
SG Americas Securities
195
SG Americas Securities
New York
$303K -$1.45K -29 -0.5%
DWT
196
Dorsey & Whitney Trust
South Dakota
$293K – – –
HighTower Advisors
197
HighTower Advisors
Illinois
$287K +$9.74K +189 +4%
Cerity Partners
198
Cerity Partners
New York
$278K +$61.2K +1,222 +28%
CC
199
Centiva Capital
New York
$277K +$277K +5,540 New
VCA
200
Verdence Capital Advisors
Maryland
$271K -$5.71K -114 -2%
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8
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