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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% 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
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
201
Sumitomo Mitsui Trust Group
Japan
$312K +$32.7K +670 +12%
SG Americas Securities
202
SG Americas Securities
New York
$310K +$297K +6,081 New
AA
203
AlphaMark Advisors
Kentucky
$305K +$292K +5,983 New
VPIM
204
Vanguard Personalized Indexing Management
California
$300K -$285K -5,833 -50%
DWT
205
Dorsey & Whitney Trust
South Dakota
$298K +$286K +5,858 New
MM
206
MQS Management
New York
$290K +$278K +5,699 New
Squarepoint
207
Squarepoint
New York
$285K -$1.34M -27,519 -83%
VCA
208
Verdence Capital Advisors
Maryland
$282K +$10.6K +217 +4%
HighTower Advisors
209
HighTower Advisors
Illinois
$281K +$12.8K +263 +5%
OAM
210
Oppenheimer Asset Management
New York
$271K +$259K +5,315 New
XT
211
XTX Topco
Cayman Islands
$270K +$259K +5,301 New
Walleye Capital
212
Walleye Capital
New York
$264K +$252K +5,176 New
SAM
213
Securian Asset Management
Minnesota
$254K -$4.88K -100 -2%
MPM
214
Meritage Portfolio Management
Kansas
$236K -$13K -266 -5%
RJFSA
215
Raymond James Financial Services Advisors
Florida
$236K +$28.3K +580 +14%
BHCM
216
Brevan Howard Capital Management
Jersey
$234K +$225K +4,603 New
IFU
217
iSAM Funds (UK)
United Kingdom
$232K +$223K +4,564 New
PWA
218
Physician Wealth Advisors
Utah
$229K -$195 -4 -0.1%
CPC
219
Consolidated Planning Corp
Georgia
$223K +$213K +4,373 New
FHB
220
First Hawaiian Bank
Hawaii
$221K -$30.4K -623 -13%
Cerity Partners
221
Cerity Partners
New York
$220K +$211K +4,325 New
SSA
222
Schonfeld Strategic Advisors
New York
$218K +$209K +4,290 New
CA
223
Crewe Advisors
Utah
$216K +$2.58K +53 +1%
Tudor Investment Corp
224
Tudor Investment Corp
Connecticut
$215K +$206K +4,217 New
AWM
225
Accurate Wealth Management
Florida
$206K -$6.54K -134 -3%
7 8
9
10 11

NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.