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Northwest Bancshares
NWBI

217 hedge funds and large institutions have $974M invested in Northwest Bancshares in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 77 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $207K

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

22% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 63

2% more funds holding

Funds holding: 212 → 217 (+5)

1.54% less ownership

Funds ownership: 67.33% → 65.8% (-1.5%)

9% less capital invested

Capital invested by funds: $1.07B → $974M (-$94.1M)

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
77
Reduced
63
Closed
25
Calls
$2.19M
Puts
$207K
Net Calls
+$1.99M
Net Calls Change
+$198K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$11.7M
2
BlackRock
BlackRock
New York
+$5.27M
3
American Century Companies
American Century Companies
Missouri
+$3.72M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.4M
5
Goldman Sachs
Goldman Sachs
New York
+$2.39M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$18M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.71M
4
N
Nuveen
North Carolina
-$5.6M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$297K – – –
XT
127
XTX Topco
Cayman Islands
$292K +$64.1K +5,406 +28%
GIA
128
Gladstone Institutional Advisory
Florida
$258K -$53.3K -4,500 -17%
Allianz Asset Management
129
Allianz Asset Management
Germany
$256K – – –
MOACM
130
Mutual of America Capital Management
New York
$255K -$4.14K -349 -2%
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$251K +$2.65K +224 +1%
BFEC
132
Benjamin F. Edwards & Company
Missouri
$250K – – –
WB
133
WesBanco Bank
West Virginia
$247K – – –
JCM
134
Janney Capital Management
Pennsylvania
$231K – – –
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$230K +$5.66K +477 +2%
SW
136
SteelPeak Wealth
California
$226K +$9.78K +825 +4%
JF
137
Jump Financial
Illinois
$225K +$229K +19,317 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$222K -$18.4K -1,552 -8%
TCM
139
Teza Capital Management
Illinois
$208K +$54.9K +4,629 +35%
AQR Capital Management
140
AQR Capital Management
Connecticut
$207K +$211K +17,779 New
IFWM
141
Institute for Wealth Management
Colorado
$204K -$45.1K -3,803 -18%
OR
142
Olympiad Research
Connecticut
$204K +$208K +17,529 New
HSA
143
HBK Sorce Advisory
Pennsylvania
$199K -$10.8K -915 -5%
PCM
144
Prelude Capital Management
New York
$198K +$202K +17,013 New
AWS
145
Atria Wealth Solutions
New York
$191K – – –
I
146
InceptionR
California
$188K +$191K +16,149 New
BRWA
147
B. Riley Wealth Advisors
Florida
$187K +$7.09K +598 +3%
SG Americas Securities
148
SG Americas Securities
New York
$182K +$185K +15,625 New
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$177K -$1.66K -140 -0.9%
NLP
150
Next Level Private
New York
$177K +$2.96K +250 +2%
4 5
6
7 8

NWBI Hedge Fund Activity: Q1 2024 in Review

217 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q1 2024, worth a combined $974M — down 8.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NWBI positions and 25 closed out — a net gain of 6 holders — while 77 added to existing stakes and 63 trimmed.

The largest buyer was Charles Schwab, adding an estimated $11.7M. The largest seller was Invesco, cutting an estimated $33.8M.

  • 217 institutional investors held Northwest Bancshares (NWBI) as of Q1 2024, up from 212 in Q4 2023.
  • Funds reported $974M of Northwest Bancshares stock for Q1 2024, down 8.8% quarter-over-quarter.
  • 31 funds opened new Northwest Bancshares positions in Q1 2024 and 25 closed out, a net change of +6 holders.
  • The largest Northwest Bancshares buyer in Q1 2024 was Charles Schwab, an estimated $11.7M added.
  • The largest Northwest Bancshares seller in Q1 2024 was Invesco, an estimated $33.8M sold.

Based on aggregated 13F filings for Q1 2024.