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NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$46.8M
2
Verition Fund Management
Verition Fund Management
Connecticut
$6.72M
3
AQR Capital Management
AQR Capital Management
Connecticut
$19.8M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$12.2M
5
Goldman Sachs
Goldman Sachs
New York
$10.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$44.6M
2
AIG
American International Group
New York
$0
3
Invesco
Invesco
Georgia
$40.7M
4
Macquarie Group
Macquarie Group
Australia
$71.5M
5
WHG
Westwood Holdings Group
Texas
$61.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$261K +$261K +5,206 New
Allspring Global Investments
202
Allspring Global Investments
North Carolina
$260K -$101K -2,013 -28%
PWA
203
Physician Wealth Advisors
Utah
$252K – – –
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$251K +$251K +5,005 New
PM
205
Plustick Management
Virginia
$250K +$250K +5,000 New
FRM
206
Fox Run Management
Connecticut
$247K -$168K -3,346 -40%
SAM
207
Securian Asset Management
Minnesota
$245K -$5.01K -100 -2%
DTL
208
Dynamic Technology Lab
Singapore
$235K +$235K +4,691 New
MPM
209
Meritage Portfolio Management
Kansas
$232K -$201 -4 -0.1%
EGM
210
Engineers Gate Manager
New York
$231K +$231K +4,614 New
SW
211
SteelPeak Wealth
California
$224K +$224K +4,481 New
ASN
212
Advisory Services Network
Georgia
$224K +$224K +4,475 New
CA
213
Crewe Advisors
Utah
$218K +$5.51K +110 +3%
FHB
214
First Hawaiian Bank
Hawaii
$215K -$1.65K -33 -0.8%
IFU
215
iSAM Funds (UK)
United Kingdom
$209K -$19.9K -398 -9%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$204K +$91.7K +1,881 +82%
AWM
217
Accurate Wealth Management
Florida
$202K -$9.84K -191 -5%
Osaic Holdings
218
Osaic Holdings
Arizona
$188K +$35.5K +708 +23%
Mitsubishi UFJ Trust & Banking
219
Mitsubishi UFJ Trust & Banking
Japan
$176K +$149K +2,981 +550%
ACM
220
Aquatic Capital Management
Illinois
$170K +$170K +3,400 New
SOW
221
State of Wyoming
Wyoming
$169K +$9.57K +191 +6%
AAG
222
Armstrong Advisory Group
Massachusetts
$118K – – –
SO
223
STRS Ohio
Ohio
$115K +$35.1K +700 +44%
GRP
224
Global Retirement Partners
California
$101K +$701 +14 +0.7%
EWA
225
EverSource Wealth Advisors
Alabama
$81.4K +$8.07K +150 +11%
7 8
9
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