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NorthWestern Energy
NWE

Overview Fund Activity

309 hedge funds and large institutions have $3.33B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+12
Holders Change %
+4.04%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
115
Reduced
110
Closed
32
Calls
$1.35M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
1
BlackRock
New York
$567M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.3M
5
SFM
5
Systematic Financial Management
New Jersey
$61.3M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$29.7M
2
Victory Capital Management
2
Victory Capital Management
Texas
$107M
3
Millennium Management
3
Millennium Management
New York
$2.94M
4
Macquarie Group
4
Macquarie Group
Australia
$73.1M
5
Verition Fund Management
5
Verition Fund Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
201
Pathstone Holdings
New Jersey
$301K +$2.98K +52 +1%
BHCM
202
Brevan Howard Capital Management
Jersey
$295K +$295K +5,158 New
SA
203
Sanctuary Advisors
Indiana
$286K +$286K +5,033 New
AWA
204
Arete Wealth Advisors
Illinois
$279K +$279K +4,888 New
Allspring Global Investments
205
Allspring Global Investments
North Carolina
$276K -$20.4K -357 -7%
SAM
206
Securian Asset Management
Minnesota
$273K -$6.81K -119 -2%
PWA
207
Physician Wealth Advisors
Utah
$269K – – –
PP
208
Paloma Partners
Connecticut
$260K +$260K +4,541 New
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$259K +$259K +4,532 New
SW
210
SteelPeak Wealth
California
$259K +$2.52K +44 +1%
CA
211
Crewe Advisors
Utah
$252K +$2.86K +50 +1%
FTDI
212
First Trust Direct Indexing
Massachusetts
$251K +$251K +4,382 New
ZIM
213
Zacks Investment Management
Illinois
$248K +$248K +4,337 New
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$248K +$8.3K +145 +3%
CNBT
215
Canandaigua National Bank & Trust
New York
$242K +$242K +4,236 New
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$240K +$240K +4,198 New
IFS
217
Ifrah Financial Services
Arkansas
$236K +$236K +4,116 New
FCBT
218
First Citizens Bank & Trust
North Carolina
$230K +$230K +4,011 New
ASN
219
Advisory Services Network
Georgia
$224K – – –
SOW
220
State of Wyoming
Wyoming
$223K +$29.6K +517 +15%
ZIC
221
ZWJ Investment Counsel
Georgia
$220K +$220K +3,837 New
MM
222
MQS Management
New York
$212K +$212K +3,704 New
AI
223
Atria Investments
North Carolina
$202K +$202K +3,533 New
Mitsubishi UFJ Trust & Banking
224
Mitsubishi UFJ Trust & Banking
Japan
$202K – – –
CL
225
Choreo LLC
Illinois
$201K +$201K +3,505 New
7 8
9
10 11