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NorthWestern Energy
NWE

Overview Fund Activity

283 hedge funds and large institutions have $3.53B invested in NorthWestern Energy in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 104 reducing their positions, and 27 closing their positions.

Holders
283
Holders Change
-4
Holders Change %
-1.39%
% of All Funds
5.59%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
31
Increased
98
Reduced
104
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$19.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.1M
3
Cohen & Steers
3
Cohen & Steers
New York
$121M
4
BlackRock
4
BlackRock
New York
$530M
5
Invesco
5
Invesco
Georgia
$88.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.09M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$96.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$5.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$3.21M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$46.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$530M 7,401,638 +196,826 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$384M 5,363,995 -112,252 -2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$172M 2,395,999 +134,496 +6%
American Century Companies
4
American Century Companies
Missouri
$147M 2,047,549 -49,824 -2%
State Street
5
State Street
Massachusetts
$130M 1,814,341 +138,445 +8%
Cohen & Steers
6
Cohen & Steers
New York
$121M 1,685,006 +215,553 +15%
Northern Trust
7
Northern Trust
Illinois
$108M 1,504,219 -7,475 -0.5%
Macquarie Group
8
Macquarie Group
Australia
$101M 1,407,007 -16,989 -1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$96.2M 1,342,089 -243,068 -15%
Victory Capital Management
10
Victory Capital Management
Texas
$93.9M 1,310,189 -6,874 -0.5%
Invesco
11
Invesco
Georgia
$88.4M 1,232,936 +195,765 +19%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$73.6M 1,027,345 -38,529 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$53.2M 742,183 -57,185 -7%
First Trust Advisors
14
First Trust Advisors
Illinois
$51M 711,161 +110,027 +18%
Franklin Resources
15
Franklin Resources
California
$50.3M 701,743 +103,353 +17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$48.4M 675,094 +25,049 +4%
Norges Bank
17
Norges Bank
Norway
$47.7M 665,317 +47,991 +8%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$46.3M 646,599 -128,297 -17%
PAM
19
Panagora Asset Management
Massachusetts
$41.6M 580,557 -97,010 -14%
GF
20
Gabelli Funds
New York
$39.5M 550,500 -7,000 -1%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$38.3M 534,025 +35,577 +7%
GKIM
22
GW&K Investment Management
Massachusetts
$38M 530,808 -14,772 -3%
SFM
23
Systematic Financial Management
New Jersey
$37.9M 528,355 +89,411 +20%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$31.9M 444,516 – –
WHG
25
Westwood Holdings Group
Texas
$31.8M 443,229 +50,407 +13%
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