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NorthWestern Energy
NWE

Overview Fund Activity

287 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
137
Reduced
75
Closed
28
Calls
$720K
Puts
$641K
Net Calls
+$79K
Net Calls Change
-$1.41M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$83.4M
2
Millennium Management
2
Millennium Management
New York
$29.8M
3
American Century Companies
3
American Century Companies
Missouri
$167M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$16.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$295M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.12M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
201
Dean Capital Management
Kansas
$299K -$172K -3,486 -36%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$297K -$13.5K -275 -4%
JWM
203
Jeppson Wealth Management
California
$290K +$290K +5,883 New
PA
204
Profund Advisors
Maryland
$289K +$5.96K +121 +2%
LPL Financial
205
LPL Financial
California
$286K +$19.8K +402 +7%
TI
206
Tidal Investments
Wisconsin
$273K +$33.1K +672 +14%
XT
207
XTX Topco
Cayman Islands
$267K +$267K +5,422 New
RJFSA
208
Raymond James Financial Services Advisors
Florida
$265K +$265K +5,375 New
SAM
209
Shell Asset Management
Netherlands
$260K -$69.3K -1,404 -21%
JGUA
210
John G. Ullman & Associates
New York
$256K – – –
VCA
211
Verdence Capital Advisors
Maryland
$253K +$5.38K +109 +2%
SAM
212
Securian Asset Management
Minnesota
$253K +$13.6K +275 +6%
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
$242K +$13.9K +283 +6%
PWA
214
Physician Wealth Advisors
Utah
$240K – – –
Jane Street
215
Jane Street
New York
$233K +$233K +4,726 New
Mariner
216
Mariner
Kansas
$232K +$232K +4,716 New
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$231K +$8.92K +181 +4%
ZCA
218
Zeke Capital Advisors
Pennsylvania
$223K +$223K +4,531 New
CGH
219
Crossmark Global Holdings
Texas
$214K -$2.97K -60 -1%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$203K -$9.4K -191 -4%
DWM
221
Dakota Wealth Management
Florida
$202K +$202K +4,095 New
CA
222
Crewe Advisors
Utah
$195K +$2.07K +42 +1%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$163K – – –
DZ Bank
224
DZ Bank
Germany
$155K +$155K +3,151 New
SOW
225
State of Wyoming
Wyoming
$147K -$12.6K -254 -8%
7 8
9
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