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NorthWestern Energy

313 hedge funds and large institutions have $3.38B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 116 increasing their positions, 110 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,080% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $114K

57% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.95B → $3.38B (+$433M)

5% more funds holding

Funds holding: 298313 (+15)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 110

0.44% more ownership

Funds ownership: 95.97%96.41% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
313
Holders Change
+15
Holders Change %
+5.03%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
116
Reduced
110
Closed
30
Calls
$1.34M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$567M +$28.6M +536,469 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$389M +$1.63M +30,561 +0.5%
American Century Companies
3
American Century Companies
Missouri
$221M -$5.42M -101,551 -3%
State Street
4
State Street
Massachusetts
$143M +$2.25M +42,104 +2%
RRAM
5
River Road Asset Management
Kentucky
$128M +$783K +14,654 +0.7%
Victory Capital Management
6
Victory Capital Management
Texas
$107M -$14.2M -265,298 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$87.9M +$1.88M +35,279 +2%
Franklin Resources
8
Franklin Resources
California
$74.3M -$246K -4,615 -0.3%
Macquarie Group
9
Macquarie Group
Australia
$73.1M -$8.05M -150,720 -11%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$68.7M -$1.19M -22,366 -2%
WHG
11
Westwood Holdings Group
Texas
$66.8M -$3.41M -63,945 -5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$62.6M -$1.65M -30,832 -3%
SFM
13
Systematic Financial Management
New Jersey
$61.3M +$6.05M +113,265 +12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$58.9M +$63.8K +1,195 +0.1%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$56.8M +$3.11M +58,268 +6%
Norges Bank
16
Norges Bank
Norway
$51.8M +$9.16M +171,598 +23%
Charles Schwab
17
Charles Schwab
California
$48.5M +$1.04M +19,542 +2%
Invesco
18
Invesco
Georgia
$47.1M +$550K +10,304 +1%
Northern Trust
19
Northern Trust
Illinois
$45.9M +$106K +1,976 +0.2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$43.5M +$5.9M +110,461 +17%
ProShare Advisors
21
ProShare Advisors
Maryland
$43M -$374K -7,008 -0.9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.9M -$5.27M -98,609 -12%
Bank of America
23
Bank of America
North Carolina
$40.7M +$652K +12,200 +2%
GKIM
24
GW&K Investment Management
Massachusetts
$39.3M +$2.44M +45,667 +7%
N
25
Nuveen
North Carolina
$34.5M +$15.4M +287,636 +91%