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NorthWestern Energy
NWE

Overview Fund Activity

309 hedge funds and large institutions have $3.33B invested in NorthWestern Energy in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 32 closing their positions.

Holders
309
Holders Change
+12
Holders Change %
+4.04%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
46
Increased
115
Reduced
110
Closed
32
Calls
$1.35M
Puts
$114K
Net Calls
+$1.23M
Net Calls Change
-$587K

Top Buyers

1
BlackRock
1
BlackRock
New York
$567M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$34.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$33.3M
5
SFM
5
Systematic Financial Management
New Jersey
$61.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.7M
3
Victory Capital Management
3
Victory Capital Management
Texas
$107M
4
Millennium Management
4
Millennium Management
New York
$2.94M
5
Macquarie Group
5
Macquarie Group
Australia
$73.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$567M 9,915,528 +536,469 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$389M 6,793,339 +30,561 +0.5%
American Century Companies
3
American Century Companies
Missouri
$221M 3,866,862 -101,551 -3%
State Street
4
State Street
Massachusetts
$143M 2,504,400 +42,104 +2%
RRAM
5
River Road Asset Management
Kentucky
$128M 2,235,009 +14,654 +0.7%
Victory Capital Management
6
Victory Capital Management
Texas
$107M 1,863,241 -265,298 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$87.9M 1,536,518 +35,279 +2%
Franklin Resources
8
Franklin Resources
California
$74.3M 1,336,670 -4,615 -0.3%
Macquarie Group
9
Macquarie Group
Australia
$73.1M 1,277,841 -150,720 -11%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$68.7M 1,200,524 -22,366 -2%
WHG
11
Westwood Holdings Group
Texas
$66.8M 1,167,389 -63,945 -5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$62.6M 1,094,714 -30,832 -3%
SFM
13
Systematic Financial Management
New Jersey
$61.3M 1,070,434 +113,265 +12%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$58.9M 1,028,893 +1,195 +0.1%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$56.8M 991,966 +58,268 +6%
Charles Schwab
16
Charles Schwab
California
$48.5M 848,294 +19,542 +2%
Invesco
17
Invesco
Georgia
$47.1M 822,727 +10,304 +1%
Northern Trust
18
Northern Trust
Illinois
$45.9M 802,186 +1,976 +0.2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$43.5M 759,804 +110,461 +17%
ProShare Advisors
20
ProShare Advisors
Maryland
$43M 751,136 -7,008 -0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$42.9M 750,455 -98,609 -12%
Bank of America
22
Bank of America
North Carolina
$40.7M 711,698 +12,200 +2%
GKIM
23
GW&K Investment Management
Massachusetts
$39.3M 686,113 +45,667 +7%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$34.5M 603,571 +287,636 +91%
Morgan Stanley
25
Morgan Stanley
New York
$33.3M 581,943 +158,046 +37%
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