We are live on ! Find out more
NWE icon

NorthWestern Energy
NWE

313 hedge funds and large institutions have $3.38B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $114K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.95B → $3.38B (+$433M)

5% more funds holding

Funds holding: 298 → 313 (+15)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

0.44% more ownership

Funds ownership: 95.97% → 96.41% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
116
Reduced
110
Closed
30
Calls
$1.34M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
BlackRock
New York
+$28.6M
2
N
Nuveen
North Carolina
+$15.4M
3
Goldman Sachs
Goldman Sachs
New York
+$11.9M
4
Norges Bank
Norges Bank
Norway
+$9.16M
5
Morgan Stanley
Morgan Stanley
New York
+$8.44M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$19.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$14.2M
3
Millennium Management
Millennium Management
New York
-$8.23M
4
Macquarie Group
Macquarie Group
Australia
-$8.05M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$6.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$318K -$5.82K -109 -2%
BF
202
BOK Financial
Oklahoma
$311K -$27.9K -523 -9%
Pathstone Holdings
203
Pathstone Holdings
New Jersey
$301K +$2.78K +52 +1%
BHCM
204
Brevan Howard Capital Management
Jersey
$295K +$275K +5,158 New
SA
205
Sanctuary Advisors
Indiana
$286K +$269K +5,033 New
AWA
206
Arete Wealth Advisors
Illinois
$279K +$261K +4,888 New
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$276K -$19.1K -357 -7%
SAM
208
Securian Asset Management
Minnesota
$273K -$6.36K -119 -2%
PWA
209
Physician Wealth Advisors
Utah
$269K – – –
PP
210
Paloma Partners
Connecticut
$260K +$242K +4,541 New
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$259K +$242K +4,532 New
SW
212
SteelPeak Wealth
California
$259K +$2.35K +44 +1%
CA
213
Crewe Advisors
Utah
$252K +$2.67K +50 +1%
FTDI
214
First Trust Direct Indexing
Massachusetts
$251K +$234K +4,382 New
ZIM
215
Zacks Investment Management
Illinois
$248K +$232K +4,337 New
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$248K +$7.74K +145 +3%
CNBT
217
Canandaigua National Bank & Trust
New York
$242K +$226K +4,236 New
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$240K +$224K +4,198 New
IFS
219
Ifrah Financial Services
Arkansas
$236K +$220K +4,116 New
FCBT
220
First Citizens Bank & Trust
North Carolina
$230K +$214K +4,011 New
ASN
221
Advisory Services Network
Georgia
$224K – – –
SOW
222
State of Wyoming
Wyoming
$223K +$27.6K +517 +15%
ZIC
223
ZWJ Investment Counsel
Georgia
$220K +$205K +3,837 New
MM
224
MQS Management
New York
$212K +$198K +3,704 New
AI
225
Atria Investments
North Carolina
$202K +$189K +3,533 New
7 8
9
10 11

NWE Hedge Fund Activity: Q3 2024 in Review

313 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q3 2024, worth a combined $3.38B — up 15% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new NWE positions and 30 closed out — a net gain of 17 holders — while 116 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $28.6M. The largest seller was JP Morgan Chase, cutting an estimated $19.9M.

  • 313 institutional investors held NorthWestern Energy (NWE) as of Q3 2024, up from 298 in Q2 2024.
  • Funds reported $3.38B of NorthWestern Energy stock for Q3 2024, up 15% quarter-over-quarter.
  • 47 funds opened new NorthWestern Energy positions in Q3 2024 and 30 closed out, a net change of +17 holders.
  • The largest NorthWestern Energy buyer in Q3 2024 was BlackRock, an estimated $28.6M added.
  • The largest NorthWestern Energy seller in Q3 2024 was JP Morgan Chase, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2024.