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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
118
Reduced
74
Closed
32
Calls
$1.09M
Puts
$829K
Net Calls
+$263K
Net Calls Change
+$785K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$194M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$61.2M
3
BlackRock
BlackRock
New York
$502M
4
Marshall Wace
Marshall Wace
United Kingdom
$23.6M
5
WHG
Westwood Holdings Group
Texas
$74.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
2
UBS Group
UBS Group
Switzerland
$3.35M
3
FWC
First Washington Corp
Washington
$0
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OSIA
201
O'Shares Investment Advisers
Massachusetts
$259K +$33.7K +589 +15%
B
202
Bailard
California
$257K – – –
II
203
Inspire Investing
Idaho
$252K +$25.3K +442 +11%
TCM
204
Teza Capital Management
Illinois
$243K +$243K +4,246 New
Stifel Financial
205
Stifel Financial
Missouri
$239K +$3.31K +58 +1%
BFM
206
Boothbay Fund Management
New York
$239K +$239K +4,175 New
GC
207
Guggenheim Capital
Illinois
$227K -$207K -3,631 -48%
IFS
208
Ifrah Financial Services
Arkansas
$227K +$2.06K +36 +0.9%
CNC
209
Canandaigua National Corp
New York
$223K -$23.1K -404 -9%
TI
210
Tidal Investments
Wisconsin
$221K +$221K +3,866 New
CA
211
Crewe Advisors
Utah
$219K +$2.34K +41 +1%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$214K -$1.37K -24 -0.6%
LWM
213
Loveless Wealth Management
Montana
$214K – – –
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$212K +$212K +3,068 New
PAMS
215
Pictet Asset Management (Switzerland)
Switzerland
$200K – – –
EVM
216
Eaton Vance Management
Massachusetts
$161K -$2.35K -41 -1%
DAC
217
Dividend Assets Capital
South Carolina
$157K – – –
SOW
218
State of Wyoming
Wyoming
$117K +$32.3K +562 +38%
TRCT
219
Tower Research Capital (TRC)
New York
$112K -$158K -2,776 -59%
C
220
Covestor
United Kingdom
$107K +$107K +1,877 New
VI
221
Vestcor Inc
New Brunswick, Canada
$104K -$104K -1,816 -50%
AWM
222
Accel Wealth Management
Iowa
$86K +$86K +1,513 New
MAM
223
Meeder Asset Management
Ohio
$67K -$25.8K -454 -28%
AssetMark Inc
224
AssetMark Inc
California
$52K +$1.7K +30 +3%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$51K -$30.8K -542 -38%
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