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NorthWestern Energy
NWE

Overview Fund Activity

309 hedge funds and large institutions have $3.33B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+12
Holders Change %
+4.04%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
115
Reduced
110
Closed
32
Calls
$1.35M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
1
BlackRock
New York
$567M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.3M
5
SFM
5
Systematic Financial Management
New Jersey
$61.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$107M
3
Millennium Management
3
Millennium Management
New York
$2.94M
4
Macquarie Group
4
Macquarie Group
Australia
$73.1M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
176
Cornercap Investment Counsel
Georgia
$508K -$623K -10,887 -55%
VI
177
Versor Investments
New York
$504K -$275K -4,803 -35%
SPS
178
Susquehanna Portfolio Strategies
Pennsylvania
$502K – – –
X
179
Xponance
Pennsylvania
$475K -$1.09K -19 -0.2%
B
180
Bailard
California
$469K – – –
II
181
IFM Investors
Australia
$466K -$23.1K -403 -5%
LCM
182
Legato Capital Management
California
$463K -$212K -3,701 -31%
Creative Planning
183
Creative Planning
Kansas
$454K +$8.18K +143 +2%
OAM
184
Oppenheimer Asset Management
New York
$452K +$20.5K +359 +5%
JWM
185
Jeppson Wealth Management
California
$451K +$7.15K +125 +2%
VPIM
186
Vanguard Personalized Indexing Management
California
$447K +$36.6K +639 +9%
Cerity Partners
187
Cerity Partners
New York
$439K +$122K +2,125 +38%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$413K +$27.4K +480 +7%
Marshall Wace
189
Marshall Wace
United Kingdom
$396K +$396K +6,913 New
VCA
190
Verdence Capital Advisors
Maryland
$387K +$76.8K +1,343 +25%
RAM
191
Resona Asset Management
Japan
$386K – – –
HWAM
192
Hennion & Walsh Asset Management
New Jersey
$382K +$114 +2 +0%
OSAM
193
O'Shaughnessy Asset Management
Connecticut
$368K +$90K +1,619 +32%
RJT
194
Raymond James Trust
Florida
$360K +$6.58K +115 +2%
IF
195
Intrua Financial
Texas
$354K +$2.98K +52 +0.8%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$352K – – –
KeyBank National Association
197
KeyBank National Association
Ohio
$345K -$55.2K -965 -14%
PCG
198
Prosperity Consulting Group
Maryland
$328K -$158K -2,759 -33%
HighTower Advisors
199
HighTower Advisors
Illinois
$318K -$6.35K -109 -2%
BF
200
BOK Financial
Oklahoma
$311K -$29.3K -523 -9%
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