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NorthWestern Energy
NWE

Overview Fund Activity

288 hedge funds and large institutions have $3.37B invested in NorthWestern Energy in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 111 increasing their positions, 93 reducing their positions, and 33 closing their positions.

Holders
288
Holders Change
-12
Holders Change %
-4%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
111
Reduced
93
Closed
33
Calls
$955K
Puts
$75K
Net Calls
+$880K
Net Calls Change
+$862K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$112M
2
RRAM
2
River Road Asset Management
Kentucky
$51.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$379M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$124M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$12.8M

Top Sellers

1
State Street
1
State Street
Massachusetts
$126M
2
Millennium Management
2
Millennium Management
New York
$1.25M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$9.68M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$30.7M
5
PCM
5
Peregrine Capital Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$512M 8,852,081 +90,659 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$379M 6,550,734 +283,959 +5%
American Century Companies
3
American Century Companies
Missouri
$207M 3,582,638 +97,978 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$133M 2,300,381 +14,615 +0.6%
State Street
5
State Street
Massachusetts
$126M 2,180,542 -450,032 -17%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$124M 2,150,607 +233,827 +12%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$112M 1,929,137 +977,203 +103%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$86.8M 1,500,145 -198,711 -12%
First Trust Advisors
9
First Trust Advisors
Illinois
$81.5M 1,408,127 +40,153 +3%
Franklin Resources
10
Franklin Resources
California
$78.9M 1,363,189 +10,563 +0.8%
WHG
11
Westwood Holdings Group
Texas
$72.3M 1,249,587 +35,958 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$67M 1,158,014 +50,876 +5%
Macquarie Group
13
Macquarie Group
Australia
$65M 1,120,975 +25,692 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$64.1M 1,107,737 -40,168 -3%
Invesco
15
Invesco
Georgia
$57.2M 988,832 -82,022 -8%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$55.1M 952,853 -13,361 -1%
RRAM
17
River Road Asset Management
Kentucky
$51.3M 886,535 +886,535 New
SFM
18
Systematic Financial Management
New Jersey
$49.3M 851,871 +28,193 +3%
Northern Trust
19
Northern Trust
Illinois
$46.7M 806,476 -12,716 -2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$45M 778,588 -22,710 -3%
ProShare Advisors
21
ProShare Advisors
Maryland
$45M 778,468 -17,702 -2%
GKIM
22
GW&K Investment Management
Massachusetts
$42.2M 730,194 +2,293 +0.3%
Charles Schwab
23
Charles Schwab
California
$40.2M 694,375 +8,792 +1%
Morgan Stanley
24
Morgan Stanley
New York
$36.4M 629,628 +56,895 +10%
Norges Bank
25
Norges Bank
Norway
$35.7M 616,204 +21,441 +4%
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