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NorthWestern Energy
NWE

Overview Fund Activity

273 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
201
STRS Ohio
Ohio
$192K 4,000 – –
Citigroup
202
Citigroup
New York
$191K 3,965 -21,152 -84%
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$166K 3,463 +176 +5%
DAC
204
Dividend Assets Capital
South Carolina
$132K 2,750 – –
CMBA
205
C.M. Bidwell & Associates
Hawaii
$126K 2,626 +2,626 New
GRP
206
Global Retirement Partners
California
$116K 2,417 +61 +3%
QT
207
Quantbot Technologies
New York
$114K 2,373 +2,195 +1,233%
AAG
208
Armstrong Advisory Group
Massachusetts
$114K 2,364 – –
TAM
209
Tucker Asset Management
Colorado
$90.1K 1,875 +462 +33%
SOW
210
State of Wyoming
Wyoming
$70K 1,456 +476 +49%
SIS
211
Sound Income Strategies
Florida
$63.6K 1,322 -44 -3%
TRCT
212
Tower Research Capital (TRC)
New York
$63.5K 1,321 -1,899 -59%
FRA
213
Front Row Advisors
California
$54.5K 1,135 – –
HSA
214
Hussman Strategic Advisors
Maryland
$48.1K 1,000 – –
SOAMC
215
Spirit of America Management Corp
New York
$48.1K 1,000 +250 +33%
AssetMark Inc
216
AssetMark Inc
California
$42K 873 – –
KBC Group
217
KBC Group
Belgium
$39K 819 -4,363 -84%
AWM
218
Avior Wealth Management
Nebraska
$38.6K 803 – –
QCG
219
Quadrant Capital Group
Ohio
$37.2K 773 -1,034 -57%
Lazard Asset Management
220
Lazard Asset Management
New York
$33K 705 +705 New
SPIA
221
Steward Partners Investment Advisory
New York
$29.9K 622 +1 +0.2%
Nomura Asset Management
222
Nomura Asset Management
Japan
$29.8K 620 – –
EBA
223
Eagle Bay Advisors
New York
$28.8K 599 -166 -22%
WWP
224
WR Wealth Planners
Missouri
$27.3K 567 -305 -35%
CTC
225
Central Trust Company
Missouri
$24K 500 – –
7 8
9
10 11