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NorthWestern Energy
NWE

304 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

774% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $275K

100% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 27

16% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 101

9% more funds holding

Funds holding: 278 → 304 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $3.07B → $3B (-$71.9M)

2.44% less ownership

Funds ownership: 98.63% → 96.19% (-2.4%)

Holders
304
Holders Change
+26
Holders Change %
+9.35%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
54
Increased
117
Reduced
101
Closed
27
Calls
$2.4M
Puts
$275K
Net Calls
+$2.13M
Net Calls Change
+$1.29M

Top Buyers

1
State Street
State Street
Massachusetts
+$10.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$8.67M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$8.47M
4
Millennium Management
Millennium Management
New York
+$8.41M
5
BlackRock
BlackRock
New York
+$8.04M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$60.4M
2
Morgan Stanley
Morgan Stanley
New York
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14.8M
5
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$477M +$8.04M +164,874 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$344M -$807K -16,535 -0.2%
American Century Companies
3
American Century Companies
Missouri
$201M +$666K +13,644 +0.3%
State Street
4
State Street
Massachusetts
$126M +$10.3M +210,293 +9%
RRAM
5
River Road Asset Management
Kentucky
$114M +$3.71M +76,054 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$107M -$14.8M -302,382 -13%
Macquarie Group
7
Macquarie Group
Australia
$77.1M -$950K -19,475 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$73.3M +$2.1M +43,085 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$71.9M -$14.8M -303,258 -18%
Franklin Resources
10
Franklin Resources
California
$68.6M -$362K -7,420 -0.5%
WHG
11
Westwood Holdings Group
Texas
$66.8M -$3.25M -66,611 -5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$62.7M +$1.74M +35,741 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$58.4M +$8.67M +177,778 +18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49.2M +$505K +10,355 +1%
SFM
15
Systematic Financial Management
New Jersey
$48.8M +$3.4M +69,701 +8%
Invesco
16
Invesco
Georgia
$47M +$2.67M +54,794 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$42.6M -$10.9M -223,510 -21%
Charles Schwab
18
Charles Schwab
California
$40.8M +$1.58M +32,330 +4%
ProShare Advisors
19
ProShare Advisors
Maryland
$40.6M +$671K +13,753 +2%
Northern Trust
20
Northern Trust
Illinois
$38.3M -$4.13M -84,620 -10%
Norges Bank
21
Norges Bank
Norway
$37.2M +$2.81M +57,639 +9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$34.5M -$1.62M -33,236 -5%
GKIM
23
GW&K Investment Management
Massachusetts
$33.8M -$586K -12,021 -2%
Bank of America
24
Bank of America
North Carolina
$32.8M +$3.58M +73,449 +13%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$31.5M +$8.47M +173,595 +39%
1
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NWE Hedge Fund Activity: Q1 2024 in Review

304 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in NorthWestern Energy (NWE) for Q1 2024, worth a combined $3B — down 2.3% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NWE positions and 27 closed out — a net gain of 27 holders — while 117 added to existing stakes and 101 trimmed.

The largest buyer was State Street, adding an estimated $10.3M. The largest seller was First Trust Advisors, cutting an estimated $60.4M.

  • 304 institutional investors held NorthWestern Energy (NWE) as of Q1 2024, up from 278 in Q4 2023.
  • Funds reported $3B of NorthWestern Energy stock for Q1 2024, down 2.3% quarter-over-quarter.
  • 54 funds opened new NorthWestern Energy positions in Q1 2024 and 27 closed out, a net change of +27 holders.
  • The largest NorthWestern Energy buyer in Q1 2024 was State Street, an estimated $10.3M added.
  • The largest NorthWestern Energy seller in Q1 2024 was First Trust Advisors, an estimated $60.4M sold.

Based on aggregated 13F filings for Q1 2024.