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NorthWestern Energy
NWE

Overview Fund Activity

288 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M
2
RRAM
2
River Road Asset Management
Kentucky
$51.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11.6M

Top Sellers

1
State Street
1
State Street
Massachusetts
$126M
2
Millennium Management
2
Millennium Management
New York
$1.25M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.68M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$30.7M
5
PCM
5
Peregrine Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
201
Dynamic Technology Lab
Singapore
$254K +$254K +4,382 New
SAM
202
Shell Asset Management
Netherlands
$251K -$869 -15 -0.3%
CGH
203
Crossmark Global Holdings
Texas
$244K -$3.35K -58 -1%
DWM
204
Dakota Wealth Management
Florida
$236K – – –
CA
205
Crewe Advisors
Utah
$234K +$2.49K +43 +1%
ZIM
206
Zacks Investment Management
Illinois
$233K +$14.6K +252 +7%
DADC
207
D.A. Davidson & Co
Montana
$231K +$11.6K +200 +5%
FP
208
Foundry Partners
Minnesota
$228K – – –
AWS
209
Atria Wealth Solutions
New York
$225K +$225K +3,896 New
Jane Street
210
Jane Street
New York
$225K +$225K +3,887 New
CNBT
211
Canandaigua National Bank & Trust
New York
$224K +$224K +3,868 New
SWP
212
Strategic Wealth Partners
Ohio
$221K -$8.56K -148 -4%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$216K -$636 -11 -0.3%
IFS
214
Ifrah Financial Services
Arkansas
$210K -$6.89K -119 -3%
JWM
215
Jeppson Wealth Management
California
$210K +$8.68K +150 +4%
SO
216
STRS Ohio
Ohio
$208K – – –
AA
217
ALPS Advisors
Colorado
$201K +$201K +3,475 New
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$180K -$27.6K -477 -13%
DAC
219
Dividend Assets Capital
South Carolina
$163K – – –
TRCT
220
Tower Research Capital (TRC)
New York
$147K +$57.6K +993 +64%
AAG
221
Armstrong Advisory Group
Massachusetts
$137K – – –
GRP
222
Global Retirement Partners
California
$136K +$123K +2,088 +971%
ASN
223
Advisory Services Network
Georgia
$128K +$6.54K +113 +5%
VI
224
Vestcor Inc
New Brunswick, Canada
$105K – – –
DFCM
225
Dark Forest Capital Management
Puerto Rico
$97.1K +$97.1K +1,678 New
7 8
9
10 11