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NorthWestern Energy
NWE

Overview Fund Activity

262 hedge funds and large institutions have $2.82B invested in NorthWestern Energy in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+2
Holders Change %
+0.77%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
28
Increased
96
Reduced
87
Closed
22
Calls
$269K
Puts
$791K
Net Calls
-$522K
Net Calls Change
-$70K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$176M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$36.8M
3
BlackRock
3
BlackRock
New York
$467M
4
Norges Bank
4
Norges Bank
Norway
$35.7M
5
UBS Group
5
UBS Group
Switzerland
$8.97M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$293K
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$18M
4
Victory Capital Management
4
Victory Capital Management
Texas
$89.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$467M 8,155,555 +449,420 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$300M 5,240,770 +27,185 +0.5%
American Century Companies
3
American Century Companies
Missouri
$195M 3,399,570 -73,958 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$176M 3,063,807 +1,139,822 +59%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$136M 2,381,302 -61,514 -3%
State Street
6
State Street
Massachusetts
$92.5M 1,613,911 +20,756 +1%
Victory Capital Management
7
Victory Capital Management
Texas
$89.8M 1,567,171 -120,211 -7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$65.3M 1,140,044 +1,351 +0.1%
First Trust Advisors
9
First Trust Advisors
Illinois
$63.4M 1,106,381 +35,486 +3%
Macquarie Group
10
Macquarie Group
Australia
$62M 1,081,584 -808 -0.1%
Franklin Resources
11
Franklin Resources
California
$59M 1,029,857 +27,462 +3%
WHG
12
Westwood Holdings Group
Texas
$53.9M 941,416 -41,765 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$52.3M 912,194 +6,252 +0.7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49.7M 866,698 +41,972 +5%
Northern Trust
15
Northern Trust
Illinois
$47.7M 832,366 +5,252 +0.6%
SFM
16
Systematic Financial Management
New Jersey
$42.8M 746,323 +13,232 +2%
Invesco
17
Invesco
Georgia
$38.9M 679,718 -33,047 -5%
GKIM
18
GW&K Investment Management
Massachusetts
$38.1M 665,271 -15,100 -2%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$36.8M 641,443 +640,128 +48,679%
Norges Bank
20
Norges Bank
Norway
$35.7M 622,248 +256,603 +70%
GF
21
Gabelli Funds
New York
$31.1M 542,000 – –
Charles Schwab
22
Charles Schwab
California
$30.8M 538,102 +25,321 +5%
ProShare Advisors
23
ProShare Advisors
Maryland
$26.7M 465,422 +12,475 +3%
Bank of America
24
Bank of America
North Carolina
$23.1M 403,652 +102,066 +34%
Legal & General Group
25
Legal & General Group
United Kingdom
$22.3M 389,527 -8,165 -2%
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