We are live on ! Find out more
NWE icon

NorthWestern Energy

274 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, 96 increasing their positions, 110 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.01% more ownership

Funds ownership: 97.79%98.81% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 290274 (-16)

13% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 110

14% less capital invested

Capital invested by funds: $3.31B → $2.85B (-$463M)

34% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 44

Holders
274
Holders Change
-16
Holders Change %
-5.52%
% 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
96
Reduced
110
Closed
44
Calls
$1.49M
Puts
Net Calls
+$1.49M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$436M +$5.25M +98,573 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M +$1.04M +19,489 +0.3%
American Century Companies
3
American Century Companies
Missouri
$183M +$11.3M +211,296 +6%
Victory Capital Management
4
Victory Capital Management
Texas
$116M +$6.74M +126,439 +6%
State Street
5
State Street
Massachusetts
$106M +$927K +17,389 +0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$103M -$1.48M -27,680 -1%
RRAM
7
River Road Asset Management
Kentucky
$77.2M +$15.3M +286,417 +22%
First Trust Advisors
8
First Trust Advisors
Illinois
$71M +$6.74M +126,347 +9%
WHG
9
Westwood Holdings Group
Texas
$69.1M +$8.15M +152,901 +12%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$68.7M -$23.3M -437,412 -23%
Franklin Resources
11
Franklin Resources
California
$65.3M -$38.5K -723 -0.1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$63M +$2.8M +52,525 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$59.6M +$8.47M +158,805 +15%
Macquarie Group
14
Macquarie Group
Australia
$57.3M +$2.22M +41,597 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$50.2M -$6.81M -127,764 -11%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$46.1M +$7.74M +145,241 +18%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$45.8M -$744K -13,966 -1%
Invesco
18
Invesco
Georgia
$44.8M +$8.16M +153,039 +20%
SFM
19
Systematic Financial Management
New Jersey
$43.5M +$2.84M +53,287 +6%
Northern Trust
20
Northern Trust
Illinois
$38.1M -$1.14M -21,441 -3%
ProShare Advisors
21
ProShare Advisors
Maryland
$37.3M +$4.16M +78,068 +11%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$36.5M +$40.5M +759,728 New
Charles Schwab
23
Charles Schwab
California
$35.4M +$1.27M +23,798 +3%
GKIM
24
GW&K Investment Management
Massachusetts
$35.1M +$473K +8,874 +1%
Norges Bank
25
Norges Bank
Norway
$32.6M +$1.22M +22,964 +4%