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NorthWestern Energy
NWE

Overview Fund Activity

289 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.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
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

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VCA
201
Verdence Capital Advisors
Maryland
$284K 5,001 -475 -9%
PWA
202
Physician Wealth Advisors
Utah
$274K 4,783 +26 +0.5%
SGI
203
Summit Global Investments
Utah
$264K 4,657 +4,657 New
AWM
204
Accurate Wealth Management
Florida
$261K 4,593 +4,593 New
SM
205
Sciencast Management
New Jersey
$251K 4,445 +4,445 New
VT
206
Vise Technologies
New York
$249K 4,394 +4,394 New
SAM
207
Shell Asset Management
Netherlands
$248K 4,372 +37 +0.9%
CGH
208
Crossmark Global Holdings
Texas
$239K 4,205 -15 -0.4%
DWM
209
Dakota Wealth Management
Florida
$238K 4,187 +112 +3%
DADC
210
D.A. Davidson & Co
Montana
$233K 4,100 +100 +3%
CA
211
Crewe Advisors
Utah
$232K 4,095 +45 +1%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$230K 4,017 +4,017 New
Creative Planning
213
Creative Planning
Kansas
$229K 4,038 +4,038 New
SO
214
STRS Ohio
Ohio
$227K 4,000 +400 +11%
AIMCA
215
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$219K 3,865 -3,616 -48%
BC
216
Bridgefront Capital
Texas
$219K 3,850 +3,850 New
CNBT
217
Canandaigua National Bank & Trust
New York
$213K 3,749 -119 -3%
IFS
218
Ifrah Financial Services
Arkansas
$209K 3,674 +38 +1%
JWM
219
Jeppson Wealth Management
California
$205K 3,620 -11 -0.3%
SWP
220
Strategic Wealth Partners
Ohio
$204K 3,587 -225 -6%
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$187K 3,287 +179 +6%
TRCT
222
Tower Research Capital (TRC)
New York
$183K 3,220 +684 +27%
DAC
223
Dividend Assets Capital
South Carolina
$156K 2,750 – –
AAG
224
Armstrong Advisory Group
Massachusetts
$134K 2,364 – –
GRP
225
Global Retirement Partners
California
$134K 2,356 +53 +2%
7 8
9
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