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NorthWestern Energy
NWE

Overview Fund Activity

279 hedge funds and large institutions have $3.36B invested in NorthWestern Energy in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 97 reducing their positions, and 23 closing their positions.

Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
107
Reduced
97
Closed
23
Calls
$1.78M
Puts
$295K
Net Calls
+$1.48M
Net Calls Change
+$750K

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$317M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$13.1M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$28.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$10.1M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.63M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$105M
2
Norges Bank
2
Norges Bank
Norway
$33.7M
3
First Manhattan
3
First Manhattan
New York
$9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$113M
5
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$794K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$522M 8,852,665 -130 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$335M 5,687,068 +57,628 +1%
Lazard Asset Management
3
Lazard Asset Management
New York
$317M 5,372,507 +292,859 +6%
American Century Companies
4
American Century Companies
Missouri
$176M 2,981,544 +3,612 +0.1%
State Street
5
State Street
Massachusetts
$145M 2,453,102 +59,449 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$113M 1,910,595 -147,323 -7%
Victory Capital Management
7
Victory Capital Management
Texas
$105M 1,778,556 -63,255 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$105M 1,774,963 -277,317 -14%
Franklin Resources
9
Franklin Resources
California
$75.5M 1,280,751 -9,028 -0.7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$73.1M 1,240,959 -69,436 -5%
First Trust Advisors
11
First Trust Advisors
Illinois
$71.9M 1,219,311 +36,204 +3%
WHG
12
Westwood Holdings Group
Texas
$61.9M 1,050,465 -136,341 -11%
Macquarie Group
13
Macquarie Group
Australia
$60.3M 1,020,359 -110,738 -10%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$59.7M 1,012,995 -73,398 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$58.7M 996,102 +13,926 +1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$53.4M 905,337 +14,632 +2%
Invesco
17
Invesco
Georgia
$53.3M 904,401 +75,813 +9%
GKIM
18
GW&K Investment Management
Massachusetts
$49M 832,064 +45,234 +6%
Northern Trust
19
Northern Trust
Illinois
$46.8M 794,035 -16,679 -2%
SFM
20
Systematic Financial Management
New Jersey
$43.9M 744,312 +16,201 +2%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$37.2M 630,482 +43,855 +7%
Charles Schwab
22
Charles Schwab
California
$36.9M 626,850 +18,861 +3%
Norges Bank
23
Norges Bank
Norway
$33.7M 571,223 -224,536 -28%
GF
24
Gabelli Funds
New York
$32M 543,000 +1,000 +0.2%
ProShare Advisors
25
ProShare Advisors
Maryland
$31.2M 528,953 -40,947 -7%
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