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NorthWestern Energy
NWE

Overview Fund Activity

243 hedge funds and large institutions have $2.69B invested in NorthWestern Energy in 2016 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+24
Holders Change %
+10.96%
% of All Funds
6.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
91
Reduced
76
Closed
19
Calls
$569K
Puts
–
Net Calls
+$569K
Net Calls Change
-$818K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$139M
2
BFA
2
BlackRock Fund Advisors
California
$332M
3
LM
3
Luminus Management
Texas
$16M
4
BIT
4
BlackRock Institutional Trust
California
$96.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$51.5M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$153M
2
Goldman Sachs
2
Goldman Sachs
New York
$15.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$30M
4
KAM
4
Keeley Asset Management
Illinois
$14.6M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$72.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Capstone Asset Management
Texas
$201K -$623K -10,970 -76%
LIA
202
LS Investment Advisors
Michigan
$187K +$11.1K +196 +6%
FMT
203
First Mercantile Trust
Tennessee
$149K +$1.71K +30 +1%
AssetMark Inc
204
AssetMark Inc
California
$107K -$114 -2 -0.1%
IA
205
IFP Advisors
Florida
$104K +$911 +16 +0.9%
RCM
206
Riverhead Capital Management
Delaware
$97K – – –
Nomura Holdings
207
Nomura Holdings
Japan
$91K +$91K +1,606 New
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$90K – – –
DADC
209
D.A. Davidson & Co
Montana
$88K +$27K +476 +44%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$81K +$5.35K +94 +7%
QT
211
Quantbot Technologies
New York
$76K -$40.5K -716 -35%
Creative Planning
212
Creative Planning
Kansas
$67K -$7.48K -131 -10%
CCM
213
Cribstone Capital Management
Maine
$64K – – –
AG
214
Advisor Group
Arizona
$56K -$4.55K -80 -8%
IDBONY
215
Israel Discount Bank of New York
New York
$53K +$53K +935 New
QI
216
QS Investors
New York
$35K – – –
JIC
217
Joel Isaacson & Co
New York
$31K – – –
VCM
218
Versant Capital Management
Arizona
$28K -$52.6K -935 -65%
AIM
219
Acrospire Investment Management
Illinois
$28K +$16.8K +300 +150%
CG
220
Cutler Group
California
$27K -$19.2K -346 -42%
FHA
221
First Horizon Advisors
Tennessee
$22K – – –
PWM
222
Perigon Wealth Management
California
$21K +$21K +350 New
VanEck Associates
223
VanEck Associates
New York
$20K +$3.97K +70 +25%
Nomura Asset Management
224
Nomura Asset Management
Japan
$19K +$19K +340 New
SWA
225
Sutton Wealth Advisors
Florida
$17.5K -$36.1K -634 -67%
7 8
9
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