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NorthWestern Energy
NWE

274 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, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79% → 98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 290 → 274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% 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
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$40.5M
2
RRAM
River Road Asset Management
Kentucky
+$15.3M
3
American Century Companies
American Century Companies
Missouri
+$11.3M
4
JAM
Jupiter Asset Management
United Kingdom
+$9.66M
5
Renaissance Technologies
Renaissance Technologies
New York
+$9.49M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$23.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$23.3M
3
Millennium Management
Millennium Management
New York
-$18.7M
4
Morgan Stanley
Morgan Stanley
New York
-$11.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$6.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Crewe Advisors
Utah
$199K +$2.45K +46 +1%
SO
202
STRS Ohio
Ohio
$192K – – –
Citigroup
203
Citigroup
New York
$191K -$1.13M -21,152 -84%
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
$166K +$9.38K +176 +5%
DAC
205
Dividend Assets Capital
South Carolina
$132K – – –
CMBA
206
C.M. Bidwell & Associates
Hawaii
$126K +$140K +2,626 New
GRP
207
Global Retirement Partners
California
$116K +$3.25K +61 +3%
QT
208
Quantbot Technologies
New York
$114K +$117K +2,195 +1,233%
AAG
209
Armstrong Advisory Group
Massachusetts
$114K – – –
TAM
210
Tucker Asset Management
Colorado
$90.1K +$24.6K +462 +33%
SOW
211
State of Wyoming
Wyoming
$70K +$25.4K +476 +49%
SIS
212
Sound Income Strategies
Florida
$63.6K -$2.35K -44 -3%
TRCT
213
Tower Research Capital (TRC)
New York
$63.5K -$101K -1,899 -59%
FRA
214
Front Row Advisors
California
$54.5K – – –
HSA
215
Hussman Strategic Advisors
Maryland
$48.1K – – –
SOAMC
216
Spirit of America Management Corp
New York
$48.1K +$13.3K +250 +33%
AssetMark Inc
217
AssetMark Inc
California
$42K – – –
KBC Group
218
KBC Group
Belgium
$39K -$233K -4,363 -84%
AWM
219
Avior Wealth Management
Nebraska
$38.6K – – –
QCG
220
Quadrant Capital Group
Ohio
$37.2K -$55.1K -1,034 -57%
Lazard Asset Management
221
Lazard Asset Management
New York
$33K +$37.6K +705 New
SPIA
222
Steward Partners Investment Advisory
New York
$29.9K +$53 +1 +0.2%
Nomura Asset Management
223
Nomura Asset Management
Japan
$29.8K – – –
EBA
224
Eagle Bay Advisors
New York
$28.8K -$8.85K -166 -22%
WWP
225
WR Wealth Planners
Missouri
$27.3K -$16.3K -305 -35%
7 8
9
10 11

NWE Hedge Fund Activity: Q3 2023 in Review

274 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2023, worth a combined $2.85B — down 14% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of NWE and 29 opened new positions — a net loss of 15 holders — while 110 trimmed existing stakes and 96 added.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $40.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $23.9M sold.

  • 274 institutional investors held NorthWestern Energy (NWE) as of Q3 2023, down from 290 in Q2 2023.
  • Funds reported $2.85B of NorthWestern Energy stock for Q3 2023, down 14% quarter-over-quarter.
  • 29 funds opened new NorthWestern Energy positions in Q3 2023 and 44 closed out, a net change of -15 holders.
  • The largest NorthWestern Energy buyer in Q3 2023 was Massachusetts Financial Services, an estimated $40.5M added.
  • The largest NorthWestern Energy seller in Q3 2023 was Balyasny Asset Management, an estimated $23.9M sold.

Based on aggregated 13F filings for Q3 2023.