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NorthWestern Energy

264 hedge funds and large institutions have $2.82B invested in NorthWestern Energy in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

10% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 87

1% more funds holding

Funds holding: 262264 (+2)

0.53% more ownership

Funds ownership: 94.88%95.41% (+0.53%)

2% less capital invested

Capital invested by funds: $2.89B → $2.82B (-$71.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

66% less call options, than puts

Call options by funds: $269K | Put options by funds: $791K

Holders
264
Holders Change
+2
Holders Change %
+0.76%
% of All Funds
4.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
96
Reduced
87
Closed
22
Calls
$269K
Puts
$791K
Net Calls
-$522K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$216K +$17.4K +280 +8%
LWM
202
Loveless Wealth Management
Montana
$215K
VI
203
Vestcor Inc
New Brunswick, Canada
$208K
ACM
204
AlphaCrest Capital Management
New York
$203K -$977K -15,723 -82%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$202K +$219K +3,523 New
PAMS
206
Pictet Asset Management (Switzerland)
Switzerland
$201K +$217K +3,500 New
MPM
207
Meritage Portfolio Management
Kansas
$201K +$218K +3,509 New
DAC
208
Dividend Assets Capital
South Carolina
$158K
BU
209
BBVA USA
Alabama
$118K -$8.7K -140 -6%
AAM
210
Advisors Asset Management
Colorado
$103K +$111K +1,789 New
MAM
211
Meeder Asset Management
Ohio
$93K +$1.74K +28 +2%
CI Investments Inc
212
CI Investments Inc
Ontario, Canada
$93K +$5.9K +95 +6%
SOW
213
State of Wyoming
Wyoming
$84K +$35.9K +578 +65%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$82K +$51.1K +823 +134%
HIA
215
Harbor Investment Advisory
Maryland
$63K
BCA
216
Berman Capital Advisors
Georgia
$63K +$14.7K +236 +27%
AssetMark Inc
217
AssetMark Inc
California
$51K
SO
218
STRS Ohio
Ohio
$51K +$12.4K +200 +29%
AWM
219
Avior Wealth Management
Nebraska
$46K
S
220
SignatureFD
Georgia
$41K -$62 -1 -0.1%
Cohen & Steers
221
Cohen & Steers
New York
$32K -$13.2K -213 -27%
EIP
222
Ellis Investment Partners
Pennsylvania
$30K +$373 +6 +1%
CTC
223
Central Trust Company
Missouri
$29K
SPIA
224
Steward Partners Investment Advisory
New York
$29K
PA
225
Parallel Advisors
California
$27K +$8.2K +132 +40%