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NorthWestern Energy
NWE

Overview Fund Activity

302 hedge funds and large institutions have $3B invested in NorthWestern Energy in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 27 closing their positions.

Holders
302
Holders Change
+25
Holders Change %
+9.03%
% 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
53
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
1
State Street
Massachusetts
$126M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$58.4M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$31.5M
4
Millennium Management
4
Millennium Management
New York
$12M
5
BlackRock
5
BlackRock
New York
$477M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$10.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.2M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$71.9M
5
Victory Capital Management
5
Victory Capital Management
Texas
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$477M 9,373,903 +164,874 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$344M 6,763,763 -16,535 -0.2%
American Century Companies
3
American Century Companies
Missouri
$201M 3,948,665 +13,644 +0.3%
State Street
4
State Street
Massachusetts
$126M 2,480,282 +210,293 +9%
RRAM
5
River Road Asset Management
Kentucky
$114M 2,244,271 +76,054 +4%
Victory Capital Management
6
Victory Capital Management
Texas
$107M 2,109,170 -302,382 -13%
Macquarie Group
7
Macquarie Group
Australia
$77.1M 1,514,000 -19,475 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$73.3M 1,439,972 +43,085 +3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$71.9M 1,412,077 -303,258 -18%
Franklin Resources
10
Franklin Resources
California
$68.6M 1,347,059 -7,420 -0.5%
WHG
11
Westwood Holdings Group
Texas
$66.8M 1,312,495 -66,611 -5%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$62.7M 1,231,245 +35,741 +3%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$58.4M 1,145,832 +177,778 +18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$49.2M 966,482 +10,355 +1%
SFM
15
Systematic Financial Management
New Jersey
$48.8M 958,679 +69,701 +8%
Invesco
16
Invesco
Georgia
$47M 923,258 +54,794 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$42.6M 836,973 -223,510 -21%
Charles Schwab
18
Charles Schwab
California
$40.8M 800,907 +32,330 +4%
ProShare Advisors
19
ProShare Advisors
Maryland
$40.6M 797,125 +13,753 +2%
Northern Trust
20
Northern Trust
Illinois
$38.3M 752,832 -84,620 -10%
Norges Bank
21
Norges Bank
Norway
$37.2M 730,801 +57,639 +9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$34.5M 677,191 -33,236 -5%
GKIM
23
GW&K Investment Management
Massachusetts
$33.8M 662,945 -12,021 -2%
Bank of America
24
Bank of America
North Carolina
$32.8M 643,154 +73,449 +13%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$31.5M 619,595 +173,595 +39%
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