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NorthWestern Energy
NWE

Overview Fund Activity

262 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
Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$176M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$36.8M
3
BlackRock
3
BlackRock
New York
$467M
4
Norges Bank
4
Norges Bank
Norway
$35.7M
5
UBS Group
5
UBS Group
Switzerland
$8.97M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$293K
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$18M
4
Victory Capital Management
4
Victory Capital Management
Texas
$89.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Loveless Wealth Management
Montana
$215K – – –
VI
202
Vestcor Inc
New Brunswick, Canada
$208K – – –
ACM
203
AlphaCrest Capital Management
New York
$203K -$899K -15,723 -82%
Mackenzie Financial
204
Mackenzie Financial
Ontario, Canada
$202K +$202K +3,523 New
PAMS
205
Pictet Asset Management (Switzerland)
Switzerland
$201K +$201K +3,500 New
MPM
206
Meritage Portfolio Management
Kansas
$201K +$201K +3,509 New
DAC
207
Dividend Assets Capital
South Carolina
$158K – – –
BU
208
BBVA USA
Alabama
$118K -$7.99K -140 -6%
AAM
209
Advisors Asset Management
Colorado
$103K +$103K +1,789 New
MAM
210
Meeder Asset Management
Ohio
$93K +$1.6K +28 +2%
CI Investments Inc
211
CI Investments Inc
Ontario, Canada
$93K +$5.43K +95 +6%
SOW
212
State of Wyoming
Wyoming
$84K +$33K +578 +65%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$82K +$46.9K +823 +134%
HIA
214
Harbor Investment Advisory
Maryland
$63K – – –
BCA
215
Berman Capital Advisors
Georgia
$63K +$13.4K +236 +27%
AssetMark Inc
216
AssetMark Inc
California
$51K – – –
SO
217
STRS Ohio
Ohio
$51K +$11.3K +200 +29%
AWM
218
Avior Wealth Management
Nebraska
$46K – – –
S
219
SignatureFD
Georgia
$41K -$57 -1 -0.1%
Cohen & Steers
220
Cohen & Steers
New York
$32K -$12.1K -213 -27%
EIP
221
Ellis Investment Partners
Pennsylvania
$30K +$343 +6 +1%
SPIA
222
Steward Partners Investment Advisory
New York
$29K – – –
CTC
223
Central Trust Company
Missouri
$29K – – –
PA
224
Parallel Advisors
California
$27K +$7.68K +132 +40%
EBA
225
Eagle Bay Advisors
New York
$26K +$4.43K +79 +21%
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