We are live on ! Find out more
NWE icon

NorthWestern Energy

290 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.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0.37% more ownership

Funds ownership: 97.42%97.79% (+0.37%)

0% more funds holding

Funds holding: 289290 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $3.37B → $3.31B (-$54.6M)

Holders
290
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$509M +$7.04M +120,406 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M +$1.31M +22,456 +0.3%
American Century Companies
3
American Century Companies
Missouri
$205M +$1.3M +22,177 +0.6%
Victory Capital Management
4
Victory Capital Management
Texas
$130M -$354K -6,058 -0.3%
State Street
5
State Street
Massachusetts
$124M +$71.7K +1,226 +0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$124M +$1.7M +29,126 +1%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$106M -$3.69M -63,050 -3%
Franklin Resources
8
Franklin Resources
California
$77.2M -$181K -3,103 -0.2%
First Trust Advisors
9
First Trust Advisors
Illinois
$76.6M -$3.38M -57,837 -4%
RRAM
10
River Road Asset Management
Kentucky
$74.9M +$25.3M +432,717 +49%
WHG
11
Westwood Holdings Group
Texas
$72.9M +$2.01M +34,326 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$71.4M +$5.89M +100,699 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66.6M +$3.83M +65,565 +6%
Macquarie Group
14
Macquarie Group
Australia
$65.3M +$1.71M +29,320 +3%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$61.4M -$24.4M -418,077 -28%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$54.8M +$783K +13,391 +1%
SFM
17
Systematic Financial Management
New Jersey
$48.3M -$21K -360 -0%
Northern Trust
18
Northern Trust
Illinois
$46.2M +$479K +8,194 +1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$46.2M +$2.11M +36,048 +5%
Invesco
20
Invesco
Georgia
$44.2M -$12.3M -210,085 -21%
GKIM
21
GW&K Investment Management
Massachusetts
$41M -$507K -8,677 -1%
Charles Schwab
22
Charles Schwab
California
$40.5M +$1.13M +19,304 +3%
ProShare Advisors
23
ProShare Advisors
Maryland
$39.6M -$4.69M -80,293 -10%
Norges Bank
24
Norges Bank
Norway
$37.2M +$2.26M +38,599 +6%
William Blair Investment Management
25
William Blair Investment Management
Illinois
$34.5M +$661K +11,311 +2%