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Northwest Bancshares
NWBI

208 hedge funds and large institutions have $849M invested in Northwest Bancshares in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

5% more funds holding

Funds holding: 199 → 208 (+9)

0.81% less ownership

Funds ownership: 66.13% → 65.32% (-0.81%)

4% less call options, than puts

Call options by funds: $469K | Put options by funds: $491K

5% less capital invested

Capital invested by funds: $891M → $849M (-$41.8M)

12% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 77

Holders
208
Holders Change
+9
Holders Change %
+4.52%
% of All Funds
3.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
68
Reduced
77
Closed
15
Calls
$469K
Puts
$491K
Net Calls
-$22K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.57M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.38M
3
Morgan Stanley
Morgan Stanley
New York
+$1.98M
4
Charles Schwab
Charles Schwab
California
+$1.55M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$5.29M
2
Goldman Sachs
Goldman Sachs
New York
-$2.15M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.22M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$387K -$20.1K -1,800 -5%
GCP
102
GSA Capital Partners
United Kingdom
$382K +$416K +37,311 New
SSA
103
Schonfeld Strategic Advisors
New York
$374K +$408K +36,588 New
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$374K – – –
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$372K +$2.12K +190 +0.5%
ASRS
106
Arizona State Retirement System
Arizona
$370K +$5.51K +494 +1%
RJA
107
Raymond James & Associates
Florida
$354K +$39.5K +3,540 +11%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$350K +$1.56K +140 +0.4%
NGA
109
Naples Global Advisors
Florida
$347K -$18.7K -1,675 -5%
TI
110
Trexquant Investment
Connecticut
$337K -$152K -13,650 -29%
VFA
111
Valeo Financial Advisors
Indiana
$331K – – –
WI
112
WBI Investments
New Jersey
$317K +$346K +30,983 New
VHAM
113
Van Hulzen Asset Management
California
$314K +$13.4K +1,200 +4%
HF
114
HRT Financial
New York
$314K +$343K +30,728 New
CIAS
115
Capital Investment Advisory Services
North Carolina
$311K +$959 +86 +0.3%
AIM
116
Aigen Investment Management
New York
$308K +$336K +30,115 New
II
117
Inspire Investing
Idaho
$308K +$5K +448 +2%
DWP
118
Daymark Wealth Partners
Ohio
$305K – – –
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$277K -$669 -60 -0.2%
GIA
120
Gladstone Institutional Advisory
Florida
$273K +$297K +26,662 New
Amundi
121
Amundi
France
$271K -$21.2K -1,900 -7%
Allianz Asset Management
122
Allianz Asset Management
Germany
$259K – – –
IFWM
123
Institute for Wealth Management
Colorado
$253K -$2.56K -229 -0.9%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$252K +$274K +24,595 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$247K +$7.96K +714 +3%
3 4
5
6 7

NWBI Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q3 2023, worth a combined $849M — down 4.7% from $891M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NWBI positions and 15 closed out — a net gain of 11 holders — while 68 added to existing stakes and 77 trimmed.

The largest buyer was Invesco, adding an estimated $2.57M. The largest seller was State Street, cutting an estimated $5.29M.

  • 208 institutional investors held Northwest Bancshares (NWBI) as of Q3 2023, up from 199 in Q2 2023.
  • Funds reported $849M of Northwest Bancshares stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Northwest Bancshares positions in Q3 2023 and 15 closed out, a net change of +11 holders.
  • The largest Northwest Bancshares buyer in Q3 2023 was Invesco, an estimated $2.57M added.
  • The largest Northwest Bancshares seller in Q3 2023 was State Street, an estimated $5.29M sold.

Based on aggregated 13F filings for Q3 2023.