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NorthWestern Energy
NWE

Overview Fund Activity

287 hedge funds and large institutions have $2.78B invested in NorthWestern Energy in 2022 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 137 increasing their positions, 75 reducing their positions, and 28 closing their positions.

Holders
287
Holders Change
+8
Holders Change %
+2.87%
% of All Funds
4.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
137
Reduced
75
Closed
28
Calls
$720K
Puts
$641K
Net Calls
+$79K
Net Calls Change
-$1.41M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$35.9M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$83.4M
3
Millennium Management
3
Millennium Management
New York
$29.8M
4
American Century Companies
4
American Century Companies
Missouri
$167M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$16.8M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.12M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$4.68M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$80.1M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$439M 8,915,886 +63,221 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$295M 5,978,134 +291,066 +5%
American Century Companies
3
American Century Companies
Missouri
$167M 3,386,091 +404,547 +14%
State Street
4
State Street
Massachusetts
$123M 2,499,331 +46,229 +2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$94.1M 1,910,387 -208 -0%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$83.4M 1,692,501 +679,506 +67%
Victory Capital Management
7
Victory Capital Management
Texas
$80.1M 1,625,275 -153,281 -9%
Franklin Resources
8
Franklin Resources
California
$65.8M 1,334,916 +54,165 +4%
WHG
9
Westwood Holdings Group
Texas
$64.6M 1,310,092 +259,627 +25%
First Trust Advisors
10
First Trust Advisors
Illinois
$64.4M 1,305,965 +86,654 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$60.7M 1,232,053 -8,906 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$52M 1,054,202 +58,100 +6%
Macquarie Group
13
Macquarie Group
Australia
$51.2M 1,035,194 +14,835 +1%
Invesco
14
Invesco
Georgia
$51.1M 1,036,020 +131,619 +15%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$46.2M 938,178 +32,841 +4%
SFM
16
Systematic Financial Management
New Jersey
$41.3M 838,050 +93,738 +13%
Northern Trust
17
Northern Trust
Illinois
$39.7M 806,551 +12,516 +2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$37.6M 763,587 +273,976 +56%
GKIM
19
GW&K Investment Management
Massachusetts
$37.5M 760,690 -71,374 -9%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$35.9M 727,981 +727,981 New
Charles Schwab
21
Charles Schwab
California
$32.8M 665,439 +38,589 +6%
ProShare Advisors
22
ProShare Advisors
Maryland
$31.2M 633,433 +104,480 +20%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$30.5M 618,010 -12,472 -2%
Morgan Stanley
24
Morgan Stanley
New York
$30.1M 610,238 +242,741 +66%
Millennium Management
25
Millennium Management
New York
$29.8M 604,158 +597,143 +8,512%
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