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NorthWestern Energy
NWE

Overview Fund Activity

297 hedge funds and large institutions have $2.95B invested in NorthWestern Energy in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 36 closing their positions.

Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
123
Reduced
99
Closed
36
Calls
$2.44M
Puts
$626K
Net Calls
+$1.82M
Net Calls Change
-$311K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$46.8M
2
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$14.1M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$6.72M
4
CF
4
Corebridge Financial
Texas
$5.52M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$19.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$44.6M
2
AIG
2
American International Group
New York
$0
3
Invesco
3
Invesco
Georgia
$40.7M
4
Macquarie Group
4
Macquarie Group
Australia
$71.5M
5
WHG
5
Westwood Holdings Group
Texas
$61.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$470M 9,379,059 +5,156 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$339M 6,762,778 -985 -0%
American Century Companies
3
American Century Companies
Missouri
$199M 3,968,413 +19,748 +0.5%
State Street
4
State Street
Massachusetts
$123M 2,462,296 -17,986 -0.7%
RRAM
5
River Road Asset Management
Kentucky
$111M 2,220,355 -23,916 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$107M 2,128,539 +19,369 +0.9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$75.2M 1,501,239 +61,267 +4%
Macquarie Group
8
Macquarie Group
Australia
$71.5M 1,428,561 -85,439 -6%
Franklin Resources
9
Franklin Resources
California
$67.2M 1,341,285 -5,774 -0.4%
WHG
10
Westwood Holdings Group
Texas
$61.7M 1,231,334 -81,161 -6%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$61.2M 1,222,890 -8,355 -0.7%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$56.4M 1,125,546 -20,286 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$51.5M 1,027,698 +61,216 +6%
SFM
14
Systematic Financial Management
New Jersey
$47.9M 957,169 -1,510 -0.2%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$46.8M 933,698 +314,103 +51%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$44.6M 891,099 -520,978 -37%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$42.5M 849,064 +12,091 +1%
Charles Schwab
18
Charles Schwab
California
$41.5M 828,752 +27,845 +3%
Invesco
19
Invesco
Georgia
$40.7M 812,423 -110,835 -12%
Northern Trust
20
Northern Trust
Illinois
$40.1M 800,210 +47,378 +6%
ProShare Advisors
21
ProShare Advisors
Maryland
$38M 758,144 -38,981 -5%
Norges Bank
22
Norges Bank
Norway
$36.8M 733,944 +3,143 +0.4%
Bank of America
23
Bank of America
North Carolina
$35M 699,498 +56,344 +9%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$32.5M 649,343 -27,848 -4%
GKIM
25
GW&K Investment Management
Massachusetts
$32.1M 640,446 -22,499 -3%
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