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NorthWestern Energy

290 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.37% more ownership

Funds ownership: 97.42%97.79% (+0.37%)

0% more funds holding

Funds holding: 289290 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $3.37B → $3.31B (-$54.6M)

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$403K
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
201
Verdence Capital Advisors
Maryland
$284K -$27.8K -475 -9%
PWA
202
Physician Wealth Advisors
Utah
$274K +$1.52K +26 +0.5%
SGI
203
Summit Global Investments
Utah
$264K +$272K +4,657 New
HC
204
Henshaw Capital
Massachusetts
$263K
AWM
205
Accurate Wealth Management
Florida
$261K +$269K +4,593 New
SM
206
Sciencast Management
New Jersey
$251K +$260K +4,445 New
VT
207
Vise Technologies
New York
$249K +$257K +4,394 New
SAM
208
Shell Asset Management
Netherlands
$248K +$2.16K +37 +0.9%
CGH
209
Crossmark Global Holdings
Texas
$239K -$877 -15 -0.4%
DWM
210
Dakota Wealth Management
Florida
$238K +$6.55K +112 +3%
DADC
211
D.A. Davidson & Co
Montana
$233K +$5.85K +100 +3%
CA
212
Crewe Advisors
Utah
$232K +$2.63K +45 +1%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$230K +$235K +4,017 New
Creative Planning
214
Creative Planning
Kansas
$229K +$236K +4,038 New
SO
215
STRS Ohio
Ohio
$227K +$23.4K +400 +11%
AIMCA
216
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$219K -$211K -3,616 -48%
BC
217
Bridgefront Capital
Texas
$219K +$225K +3,850 New
CNBT
218
Canandaigua National Bank & Trust
New York
$213K -$6.96K -119 -3%
IFS
219
Ifrah Financial Services
Arkansas
$209K +$2.22K +38 +1%
JWM
220
Jeppson Wealth Management
California
$205K -$643 -11 -0.3%
SWP
221
Strategic Wealth Partners
Ohio
$204K -$13.2K -225 -6%
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$187K +$10.5K +179 +6%
TRCT
223
Tower Research Capital (TRC)
New York
$183K +$40K +684 +27%
DAC
224
Dividend Assets Capital
South Carolina
$156K
AAG
225
Armstrong Advisory Group
Massachusetts
$134K