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NorthWestern Energy
NWE

Overview Fund Activity

273 hedge funds and large institutions have $2.85B invested in NorthWestern Energy in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 110 reducing their positions, and 44 closing their positions.

Holders
273
Holders Change
-16
Holders Change %
-5.54%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
95
Reduced
110
Closed
44
Calls
$1.49M
Puts
–
Net Calls
+$1.49M
Net Calls Change
+$202K

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$36.5M
2
RRAM
2
River Road Asset Management
Kentucky
$77.2M
3
American Century Companies
3
American Century Companies
Missouri
$183M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$14.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$68.7M
3
Millennium Management
3
Millennium Management
New York
$612K
4
Morgan Stanley
4
Morgan Stanley
New York
$18.9M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$50.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$436M 9,071,060 +98,573 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M 6,592,679 +19,489 +0.3%
American Century Companies
3
American Century Companies
Missouri
$183M 3,816,111 +211,296 +6%
Victory Capital Management
4
Victory Capital Management
Texas
$116M 2,420,762 +126,439 +6%
State Street
5
State Street
Massachusetts
$106M 2,199,157 +17,389 +0.8%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$103M 2,152,053 -27,680 -1%
RRAM
7
River Road Asset Management
Kentucky
$77.2M 1,605,669 +286,417 +22%
First Trust Advisors
8
First Trust Advisors
Illinois
$71M 1,476,637 +126,347 +9%
WHG
9
Westwood Holdings Group
Texas
$69.1M 1,436,814 +152,901 +12%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$68.7M 1,428,675 -437,412 -23%
Franklin Resources
11
Franklin Resources
California
$65.3M 1,359,363 -723 -0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$63M 1,311,238 +52,525 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$59.6M 1,240,873 +158,805 +15%
Macquarie Group
14
Macquarie Group
Australia
$57.3M 1,191,892 +41,597 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.2M 1,045,538 -127,764 -11%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$46.1M 959,877 +145,241 +18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$45.8M 952,278 -13,966 -1%
Invesco
18
Invesco
Georgia
$44.8M 931,786 +153,039 +20%
SFM
19
Systematic Financial Management
New Jersey
$43.5M 904,798 +53,287 +6%
Northern Trust
20
Northern Trust
Illinois
$38.1M 793,229 -21,441 -3%
ProShare Advisors
21
ProShare Advisors
Maryland
$37.3M 776,243 +78,068 +11%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$36.5M 759,728 +759,728 New
Charles Schwab
23
Charles Schwab
California
$35.4M 737,477 +23,798 +3%
GKIM
24
GW&K Investment Management
Massachusetts
$35.1M 730,391 +8,874 +1%
Norges Bank
25
Norges Bank
Norway
$32.6M 677,767 +22,964 +4%
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