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NorthWestern Energy
NWE

Overview Fund Activity

300 hedge funds and large institutions have $3.32B invested in NorthWestern Energy in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 127 increasing their positions, 87 reducing their positions, and 27 closing their positions.

Holders
300
Holders Change
+13
Holders Change %
+4.53%
% of All Funds
4.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
127
Reduced
87
Closed
27
Calls
$433K
Puts
$415K
Net Calls
+$18K
Net Calls Change
-$61K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$136M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$372M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$56.5M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$10M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$21.1M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$978K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$9.19M
5
BlackRock
5
BlackRock
New York
$520M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$520M 8,761,422 -154,464 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$372M 6,266,775 +288,641 +5%
American Century Companies
3
American Century Companies
Missouri
$207M 3,484,660 +98,569 +3%
State Street
4
State Street
Massachusetts
$156M 2,630,574 +131,243 +5%
Victory Capital Management
5
Victory Capital Management
Texas
$136M 2,285,766 +660,491 +41%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$114M 1,916,780 +6,393 +0.3%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$101M 1,698,856 +6,355 +0.4%
First Trust Advisors
8
First Trust Advisors
Illinois
$81.2M 1,367,974 +62,009 +5%
Franklin Resources
9
Franklin Resources
California
$80.3M 1,352,626 +17,710 +1%
WHG
10
Westwood Holdings Group
Texas
$72M 1,213,629 -96,463 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$68.1M 1,147,905 -84,148 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$65.7M 1,107,138 +52,936 +5%
Macquarie Group
13
Macquarie Group
Australia
$65M 1,095,283 +60,089 +6%
Invesco
14
Invesco
Georgia
$63.5M 1,070,854 +34,834 +3%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$56.5M 951,934 +223,953 +31%
SFM
16
Systematic Financial Management
New Jersey
$48.9M 823,678 -14,372 -2%
Northern Trust
17
Northern Trust
Illinois
$48.6M 819,192 +12,641 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$47.5M 801,298 +624,448 +353%
ProShare Advisors
19
ProShare Advisors
Maryland
$47.2M 796,170 +162,737 +26%
AQR Capital Management
20
AQR Capital Management
Connecticut
$43.7M 736,693 -26,894 -4%
GKIM
21
GW&K Investment Management
Massachusetts
$43.2M 727,901 -32,789 -4%
Charles Schwab
22
Charles Schwab
California
$40.7M 685,583 +20,144 +3%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$35.3M 595,084 -22,926 -4%
Norges Bank
24
Norges Bank
Norway
$35.3M 594,763 +5,248 +0.9%
Morgan Stanley
25
Morgan Stanley
New York
$34M 572,733 -37,505 -6%
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