NWE icon

NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.5M
2
RRAM
2
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
4
Macquarie Group
Australia
$78M
5
Ameriprise
5
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$469M 9,209,029 +137,969 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M 6,780,298 +187,619 +3%
American Century Companies
3
American Century Companies
Missouri
$200M 3,935,021 +118,910 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$123M 2,411,552 -9,210 -0.4%
State Street
5
State Street
Massachusetts
$116M 2,269,989 +70,832 +3%
RRAM
6
River Road Asset Management
Kentucky
$110M 2,168,217 +562,548 +35%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$87.3M 1,715,335 -436,718 -20%
Macquarie Group
8
Macquarie Group
Australia
$78M 1,533,475 +341,583 +29%
First Trust Advisors
9
First Trust Advisors
Illinois
$73.2M 1,439,146 -37,491 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$71.1M 1,396,887 +85,649 +7%
WHG
11
Westwood Holdings Group
Texas
$70.2M 1,379,106 -57,708 -4%
Franklin Resources
12
Franklin Resources
California
$68.9M 1,354,479 -4,884 -0.4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$60.8M 1,195,504 -45,369 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$54M 1,060,483 +14,945 +1%
Morgan Stanley
15
Morgan Stanley
New York
$49.5M 972,338 +579,947 +148%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$49.3M 968,054 +208,326 +27%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$48.7M 956,127 +3,849 +0.4%
SFM
18
Systematic Financial Management
New Jersey
$45.2M 888,978 -15,820 -2%
Invesco
19
Invesco
Georgia
$44.2M 868,464 -63,322 -7%
Northern Trust
20
Northern Trust
Illinois
$42.6M 837,452 +44,223 +6%
ProShare Advisors
21
ProShare Advisors
Maryland
$39.9M 783,372 +7,129 +0.9%
Charles Schwab
22
Charles Schwab
California
$39.1M 768,577 +31,100 +4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$36.2M 710,427 -249,450 -26%
GKIM
24
GW&K Investment Management
Massachusetts
$34.3M 674,966 -55,425 -8%
Norges Bank
25
Norges Bank
Norway
$34.3M 673,162 -4,605 -0.7%
1
2 3 4 5