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NorthWestern Energy
NWE

Overview Fund Activity

302 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+25
Holders Change %
+9.03%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
53
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

1
State Street
State Street
Massachusetts
$126M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$58.4M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$31.5M
4
Millennium Management
Millennium Management
New York
$12M
5
BlackRock
BlackRock
New York
$477M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$10.2M
2
Morgan Stanley
Morgan Stanley
New York
$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$71.9M
5
Victory Capital Management
Victory Capital Management
Texas
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$310K +$310K +6,081 New
AA
202
AlphaMark Advisors
Kentucky
$305K +$305K +5,983 New
VPIM
203
Vanguard Personalized Indexing Management
California
$300K -$297K -5,833 -50%
DWT
204
Dorsey & Whitney Trust
South Dakota
$298K +$298K +5,858 New
MM
205
MQS Management
New York
$290K +$290K +5,699 New
Squarepoint
206
Squarepoint
New York
$285K -$1.4M -27,519 -83%
VCA
207
Verdence Capital Advisors
Maryland
$282K +$11.1K +217 +4%
HighTower Advisors
208
HighTower Advisors
Illinois
$281K +$13.7K +263 +5%
OAM
209
Oppenheimer Asset Management
New York
$271K +$271K +5,315 New
XT
210
XTX Topco
Cayman Islands
$270K +$270K +5,301 New
Walleye Capital
211
Walleye Capital
New York
$264K +$264K +5,176 New
SAM
212
Securian Asset Management
Minnesota
$254K -$5.09K -100 -2%
MPM
213
Meritage Portfolio Management
Kansas
$236K -$13.6K -266 -5%
RJFSA
214
Raymond James Financial Services Advisors
Florida
$236K +$29.5K +580 +14%
BHCM
215
Brevan Howard Capital Management
Jersey
$234K +$234K +4,603 New
IFU
216
iSAM Funds (UK)
United Kingdom
$232K +$232K +4,564 New
PWA
217
Physician Wealth Advisors
Utah
$229K -$192 -4 -0.1%
CPC
218
Consolidated Planning Corp
Georgia
$223K +$223K +4,373 New
FHB
219
First Hawaiian Bank
Hawaii
$221K -$31.7K -623 -13%
Cerity Partners
220
Cerity Partners
New York
$220K +$220K +4,325 New
SSA
221
Schonfeld Strategic Advisors
New York
$218K +$218K +4,290 New
CA
222
Crewe Advisors
Utah
$216K +$2.7K +53 +1%
Tudor Investment Corp
223
Tudor Investment Corp
Connecticut
$215K +$215K +4,217 New
AWM
224
Accurate Wealth Management
Florida
$206K -$6.72K -134 -3%
CGH
225
Crossmark Global Holdings
Texas
$204K -$2.55K -50 -1%
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