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NorthWestern Energy
NWE

313 hedge funds and large institutions have $3.38B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $114K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.95B → $3.38B (+$433M)

5% more funds holding

Funds holding: 298 → 313 (+15)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

0.44% more ownership

Funds ownership: 95.97% → 96.41% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
116
Reduced
110
Closed
30
Calls
$1.34M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
BlackRock
New York
+$28.6M
2
N
Nuveen
North Carolina
+$15.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.9M
4
Norges Bank
Norges Bank
Norway
+$9.16M
5
Morgan Stanley
Morgan Stanley
New York
+$8.44M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$14.2M
3
Millennium Management
Millennium Management
New York
-$8.23M
4
Macquarie Group
Macquarie Group
Australia
-$8.05M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
176
Schonfeld Strategic Advisors
New York
$540K +$504K +9,440 New
SC
177
Savant Capital
Illinois
$538K +$16K +299 +3%
CIC
178
Cornercap Investment Counsel
Georgia
$508K -$581K -10,887 -55%
VI
179
Versor Investments
New York
$504K -$256K -4,803 -35%
SPS
180
Susquehanna Portfolio Strategies
Pennsylvania
$502K – – –
X
181
Xponance
Pennsylvania
$475K -$1.01K -19 -0.2%
B
182
Bailard
California
$469K – – –
II
183
IFM Investors
Australia
$466K -$21.5K -403 -5%
LCM
184
Legato Capital Management
California
$463K -$198K -3,701 -31%
Creative Planning
185
Creative Planning
Kansas
$454K +$7.64K +143 +2%
OAM
186
Oppenheimer Asset Management
New York
$452K +$19.2K +359 +5%
JWM
187
Jeppson Wealth Management
California
$451K +$6.67K +125 +2%
VPIM
188
Vanguard Personalized Indexing Management
California
$447K +$34.1K +639 +9%
Cerity Partners
189
Cerity Partners
New York
$439K +$113K +2,125 +38%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$413K +$25.6K +480 +7%
Marshall Wace
191
Marshall Wace
United Kingdom
$396K +$369K +6,913 New
VCA
192
Verdence Capital Advisors
Maryland
$387K +$71.7K +1,343 +25%
RAM
193
Resona Asset Management
Japan
$386K – – –
HWAM
194
Hennion & Walsh Asset Management
New Jersey
$382K +$107 +2 +0%
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$368K +$86.5K +1,619 +32%
RJT
196
Raymond James Trust
Florida
$360K +$6.14K +115 +2%
IF
197
Intrua Financial
Texas
$354K +$2.78K +52 +0.8%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$352K – – –
KeyBank National Association
199
KeyBank National Association
Ohio
$345K -$51.5K -965 -14%
PCG
200
Prosperity Consulting Group
Maryland
$328K -$147K -2,759 -33%
6 7
8
9 10

NWE Hedge Fund Activity: Q3 2024 in Review

313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2024, worth a combined $3.38B — up 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NWE positions and 30 closed out — a net gain of 17 holders — while 116 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $19.9M.

  • 313 institutional investors held NorthWestern Energy (NWE) as of Q3 2024, up from 298 in Q2 2024.
  • Funds reported $3.38B of NorthWestern Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 47 funds opened new NorthWestern Energy positions in Q3 2024 and 30 closed out, a net change of +17 holders.
  • The largest NorthWestern Energy buyer in Q3 2024 was BlackRock, an estimated $28.6M added.
  • The largest NorthWestern Energy seller in Q3 2024 was JP Morgan Chase, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2024.