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Northwest Bancshares
NWBI

138 hedge funds and large institutions have $867M invested in Northwest Bancshares in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $782M → $867M (+$85.2M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

5% less funds holding

Funds holding: 146 → 138 (-8)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
138
Holders Change
-8
Holders Change %
-5.48%
% of All Funds
4.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
51
Reduced
46
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
+$21.2M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$7.34M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$7.24M
4
FM
Family Management
New York
+$4.28M
5
BA
BlackRock Advisors
Delaware
+$3.82M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$21.8M
2
ICM
IronBridge Capital Management
Illinois
-$13.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$5.24M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.95M
5
RFC
Russell Frank Company
Washington
-$4M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$2.51M +$17.1K +1,200 +0.7%
CAM
52
Capstone Asset Management
Texas
$2.45M -$2.46K -173 -0.1%
TA
53
Teachers Advisors
New York
$2.06M +$81.5K +5,730 +4%
RA
54
Rational Advisors
New York
$1.97M – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$1.9M -$876K -61,609 -32%
SM
56
Salzhauer Michael
$1.88M +$1.81M +127,217 New
SCM
57
Stevens Capital Management
Pennsylvania
$1.87M +$613K +43,089 +52%
Comerica Bank
58
Comerica Bank
Texas
$1.86M +$334K +23,459 +23%
RBA
59
Richard Bernstein Advisors
New York
$1.73M – – –
BG
60
BlackRock Group
United Kingdom
$1.55M +$138K +9,719 +10%
PG
61
PEAK6 Group
Illinois
$1.51M +$343K +24,102 +31%
TPSF
62
Texas Permanent School Fund
Texas
$1.47M -$7.53K -529 -0.5%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$1.46M – – –
NCCM
64
Nine Chapters Capital Management
New Jersey
$1.41M +$936K +65,800 +223%
U
65
UBS
Switzerland
$1.39M -$21.6K -1,516 -2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$1.35M – – –
Swiss National Bank
67
Swiss National Bank
Switzerland
$1.26M – – –
AIG
68
American International Group
New York
$1.19M +$44K +3,093 +4%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$1.15M +$57.5K +4,041 +5%
MCM
70
Maltese Capital Management
New York
$1.14M +$1.1M +77,000 New
ASRS
71
Arizona State Retirement System
Arizona
$1.11M -$131K -9,200 -11%
NTCOC
72
Northern Trust Company of Connecticut
Connecticut
$1.09M -$141K -9,922 -12%
MA
73
Minerva Advisors
Pennsylvania
$1.09M – – –
Citigroup
74
Citigroup
New York
$1.06M +$360K +25,319 +55%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$1.06M – – –
1 2
3
4 5

NWBI Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q4 2013, worth a combined $867M — up 11% from $782M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NWBI and 15 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $21.2M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.8M sold.

  • 138 institutional investors held Northwest Bancshares (NWBI) as of Q4 2013, down from 146 in Q3 2013.
  • Funds reported $867M of Northwest Bancshares stock for Q4 2013, up 11% quarter-over-quarter.
  • 15 funds opened new Northwest Bancshares positions in Q4 2013 and 23 closed out, a net change of -8 holders.
  • The largest Northwest Bancshares buyer in Q4 2013 was Epoch Investment Partners, an estimated $21.2M added.
  • The largest Northwest Bancshares seller in Q4 2013 was Allianz Asset Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2013.