NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

269 hedge funds and large institutions have $2.66B invested in NorthWestern Energy in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 34 closing their positions.

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
38
Increased
103
Reduced
101
Closed
34
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$38K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$156M
2
WCM
2
Wedge Capital Management
North Carolina
$22M
3
Norges Bank
3
Norges Bank
Norway
$55M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$48.2M
5
MFIMFI
5
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.95M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$70.8M
2
Invesco
2
Invesco
Georgia
$4.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$35.9M
4
Cohen & Steers
4
Cohen & Steers
New York
$72.1M
5
HRCM
5
Hood River Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$398M 7,297,633 -159,186 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M 5,343,057 -167,630 -3%
American Century Companies
3
American Century Companies
Missouri
$156M 2,865,041 +1,002,537 +54%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$130M 2,391,966 +16,368 +0.7%
State Street
5
State Street
Massachusetts
$91M 1,669,394 -173,761 -9%
Northern Trust
6
Northern Trust
Illinois
$82.8M 1,519,513 +3,503 +0.2%
Macquarie Group
7
Macquarie Group
Australia
$79.5M 1,459,082 +31,603 +2%
Cohen & Steers
8
Cohen & Steers
New York
$72.1M 1,323,231 -307,122 -19%
Victory Capital Management
9
Victory Capital Management
Texas
$70.8M 1,297,788 -1,423,804 -52%
Franklin Resources
10
Franklin Resources
California
$55M 1,001,639 +117 +0%
Norges Bank
11
Norges Bank
Norway
$55M 1,009,078 +326,658 +48%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.9M 1,006,926 +113,354 +13%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$53.5M 981,778 -25,628 -3%
First Trust Advisors
14
First Trust Advisors
Illinois
$48.2M 883,931 +153,458 +21%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$42.9M 786,291 +168 +0%
SFM
16
Systematic Financial Management
New Jersey
$36M 659,879 +105,862 +19%
AQR Capital Management
17
AQR Capital Management
Connecticut
$35.9M 665,672 -357,312 -35%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$35.7M 655,535 +124,818 +24%
GF
19
Gabelli Funds
New York
$29.3M 538,000 -500 -0.1%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$27.2M 499,535 -79,877 -14%
GKIM
21
GW&K Investment Management
Massachusetts
$27.1M 496,350 -10,245 -2%
WHG
22
Westwood Holdings Group
Texas
$26.8M 492,222 +106,006 +27%
Charles Schwab
23
Charles Schwab
California
$25.4M 465,543 -7,450 -2%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$25M 459,186 +23,730 +5%
Goldman Sachs
25
Goldman Sachs
New York
$22.8M 417,493 +21,146 +5%
1
2 3 4 5