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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
PPA
151
Painted Porch Advisors
California
$176K +$22.5K +1,900 +14%
DT
152
Diversified Trust
Tennessee
$175K +$178K +15,036 New
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$164K – – –
PD
154
Point72 (DIFC)
United Arab Emirates
$164K +$167K +14,053 New
CC
155
Courier Capital
New York
$158K +$14.9K +1,253 +10%
KeyBank National Association
156
KeyBank National Association
Ohio
$154K +$688 +58 +0.4%
SCM
157
Semanteon Capital Management
Massachusetts
$152K +$155K +13,073 New
A
158
AlphaQuest
New York
$150K -$31K -2,615 -17%
AIP
159
Ameritas Investment Partners
Nebraska
$148K – – –
KPWS
160
Kestra Private Wealth Services
Texas
$143K – – –
AFG
161
Allegheny Financial Group
Pennsylvania
$141K +$190 +16 +0.1%
Creative Planning
162
Creative Planning
Kansas
$139K +$972 +82 +0.7%
NC
163
nVerses Capital
Florida
$137K +$140K +11,800 New
VFA
164
Valeo Financial Advisors
Indiana
$135K – – –
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$127K +$130K +10,924 New
IWA
166
IVC Wealth Advisors
Pennsylvania
$124K +$126K +10,650 New
FMC
167
First Merchants Corp
Indiana
$117K – – –
ACM
168
Aquatic Capital Management
Illinois
$104K +$39.1K +3,300 +59%
NPFS
169
Novak & Powell Financial Services
Florida
$93.2K +$94.8K +8,000 New
TRCT
170
Tower Research Capital (TRC)
New York
$75K -$139K -11,745 -65%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$71.9K -$7.28K -614 -9%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$58K +$332 +28 +0.6%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$42K – – –
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$40.4K +$676 +57 +2%
GWM
175
Geneos Wealth Management
Colorado
$37.3K – – –
5 6
7
8 9

NWBI Hedge Fund Activity: Q1 2024 in Review

217 of the 6,943 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.