NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.27B invested in NorthWestern Energy in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 74 reducing their positions, and 32 closing their positions.

Holders
279
Holders Change
+17
Holders Change %
+6.49%
% of All Funds
4.31%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
52
Increased
118
Reduced
74
Closed
32
Calls
$1.09M
Puts
$829K
Net Calls
+$263K
Net Calls Change
+$785K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$194M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$61.2M
3
BlackRock
3
BlackRock
New York
$502M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$23.6M
5
WHG
5
Westwood Holdings Group
Texas
$74.5M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$162M
2
UBS Group
2
UBS Group
Switzerland
$3.35M
3
FWC
3
First Washington Corp
Washington
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
SFI
5
Susquehanna Fundamental Investments
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$502M 8,778,356 +622,801 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$316M 5,525,331 +284,561 +5%
American Century Companies
3
American Century Companies
Missouri
$201M 3,514,283 +114,713 +3%
Lazard Asset Management
4
Lazard Asset Management
New York
$194M 3,389,632 +3,389,600 +10,592,500%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$162M 2,833,636 -230,171 -8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$138M 2,411,527 +30,225 +1%
State Street
7
State Street
Massachusetts
$96.2M 1,682,415 +68,504 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$92.7M 1,622,389 +55,218 +4%
WHG
9
Westwood Holdings Group
Texas
$74.5M 1,303,919 +362,503 +39%
Franklin Resources
10
Franklin Resources
California
$73.4M 1,284,553 +254,696 +25%
First Trust Advisors
11
First Trust Advisors
Illinois
$71.2M 1,245,148 +138,767 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$69.7M 1,220,018 +79,974 +7%
Macquarie Group
13
Macquarie Group
Australia
$62.7M 1,097,604 +16,020 +1%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$61.2M 1,071,043 +843,949 +372%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$53.5M 936,102 +23,908 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$50.2M 877,665 +10,967 +1%
Northern Trust
17
Northern Trust
Illinois
$47.2M 825,814 -6,552 -0.8%
GKIM
18
GW&K Investment Management
Massachusetts
$45.1M 789,431 +124,160 +19%
Invesco
19
Invesco
Georgia
$44.9M 784,640 +104,922 +15%
SFM
20
Systematic Financial Management
New Jersey
$41.2M 720,677 -25,646 -3%
Norges Bank
21
Norges Bank
Norway
$35.4M 619,981 -2,267 -0.4%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$34M 594,100 -47,343 -7%
Charles Schwab
23
Charles Schwab
California
$32.9M 575,490 +37,388 +7%
ProShare Advisors
24
ProShare Advisors
Maryland
$31.6M 553,037 +87,615 +19%
GF
25
Gabelli Funds
New York
$31M 542,000 – –
1
2 3 4 5