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NorthWestern Energy
NWE

Overview Fund Activity

289 hedge funds and large institutions have $3.31B invested in NorthWestern Energy in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 28 closing their positions.

Holders
289
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
126
Reduced
88
Closed
28
Calls
$1.28M
Puts
–
Net Calls
+$1.28M
Net Calls Change
+$403K

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$74.9M
2
Millennium Management
2
Millennium Management
New York
$20.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$23.9M
4
BlackRock
4
BlackRock
New York
$509M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.4M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$61.4M
2
CIC
2
Crawford Investment Counsel
Georgia
$0
3
Invesco
3
Invesco
Georgia
$44.2M
4
MCC
4
Money Concepts Capital
Florida
$1.94M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$509M 8,972,487 +120,406 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M 6,573,190 +22,456 +0.3%
American Century Companies
3
American Century Companies
Missouri
$205M 3,604,815 +22,177 +0.6%
Victory Capital Management
4
Victory Capital Management
Texas
$130M 2,294,323 -6,058 -0.3%
State Street
5
State Street
Massachusetts
$124M 2,181,768 +1,226 +0.1%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$124M 2,179,733 +29,126 +1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$106M 1,866,087 -63,050 -3%
Franklin Resources
8
Franklin Resources
California
$77.2M 1,360,086 -3,103 -0.2%
First Trust Advisors
9
First Trust Advisors
Illinois
$76.6M 1,350,290 -57,837 -4%
RRAM
10
River Road Asset Management
Kentucky
$74.9M 1,319,252 +432,717 +49%
WHG
11
Westwood Holdings Group
Texas
$72.9M 1,283,913 +34,326 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$71.4M 1,258,713 +100,699 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66.6M 1,173,302 +65,565 +6%
Macquarie Group
14
Macquarie Group
Australia
$65.3M 1,150,295 +29,320 +3%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$61.4M 1,082,068 -418,077 -28%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$54.8M 966,244 +13,391 +1%
SFM
17
Systematic Financial Management
New Jersey
$48.3M 851,511 -360 -0%
Northern Trust
18
Northern Trust
Illinois
$46.2M 814,670 +8,194 +1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$46.2M 814,636 +36,048 +5%
Invesco
20
Invesco
Georgia
$44.2M 778,747 -210,085 -21%
GKIM
21
GW&K Investment Management
Massachusetts
$41M 721,517 -8,677 -1%
Charles Schwab
22
Charles Schwab
California
$40.5M 713,679 +19,304 +3%
ProShare Advisors
23
ProShare Advisors
Maryland
$39.6M 698,175 -80,293 -10%
Norges Bank
24
Norges Bank
Norway
$37.2M 654,803 +38,599 +6%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$34.5M 608,578 +11,311 +2%
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