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Northwest Bancshares
NWBI

198 hedge funds and large institutions have $1.16B invested in Northwest Bancshares in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

8% more funds holding

Funds holding: 184 → 198 (+14)

1.74% more ownership

Funds ownership: 66.01% → 67.75% (+1.7%)

6% more call options, than puts

Call options by funds: $186K | Put options by funds: $176K

0% less capital invested

Capital invested by funds: $1.17B → $1.16B (-$5.17M)

Holders
198
Holders Change
+14
Holders Change %
+7.61%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
63
Closed
11
Calls
$186K
Puts
$176K
Net Calls
+$10K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.01M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$5.51M
3
Invesco
Invesco
Georgia
+$4.94M
4
DIA
Dean Investment Associates
Ohio
+$3.42M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.83M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.73M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$3.13M
3
Millennium Management
Millennium Management
New York
-$3.11M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.96M
5
WI
WBI Investments
New Jersey
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
176
Accurate Investment Solutions
Pennsylvania
$13K +$757 +45 +6%
1IA
177
1834 Investment Advisors
Wisconsin
$12K +$12.5K +741 New
ACM
178
Armbruster Capital Management
New York
$11K – – –
MSFP
179
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
SIAP
180
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K – – –
US Bancorp
181
US Bancorp
Minnesota
$7K – – –
DCM
182
Delpha Capital Management
New York
$7K +$7.03K +418 New
CHP
183
Cable Hill Partners
Oregon
$5K – – –
ST
184
Smithfield Trust
Pennsylvania
$5K +$5.04K +300 New
WCAMG
185
Woodard & Company Asset Management Group
North Carolina
$5K +$5.04K +300 New
ASN
186
Advisory Services Network
Georgia
$4K – – –
GAM
187
Gemmer Asset Management
California
$4K – – –
GT
188
Glenmede Trust
Pennsylvania
$4K – – –
SPIA
189
Steward Partners Investment Advisory
New York
$3K – – –
WAM
190
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.47K +147 +490%
PGA
191
Premia Global Advisors
Florida
$3K +$3.83K +228 New
QI
192
QS Investors
New York
$2K – – –
PA
193
Parallel Advisors
California
$1K – – –
QCG
194
Quadrant Capital Group
Ohio
$1K – – –
AssetMark Inc
195
AssetMark Inc
California
$1K +$555 +33 New
FGC
196
Financial Gravity Companies
Texas
$1K +$1.04K +62 New
WI
197
WBI Investments
New Jersey
– -$2.43M -140,646 Closed
NFA
198
Nationwide Fund Advisors
Ohio
– -$1.16M -67,360 Closed
MF
199
Magnetar Financial
Illinois
– -$688K -39,838 Closed
FRM
200
Fox Run Management
Connecticut
– -$508K -29,400 Closed
5 6 7
8
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NWBI Hedge Fund Activity: Q4 2017 in Review

198 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q4 2017, worth a combined $1.16B — down 0.44% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NWBI positions and 11 closed out — a net gain of 14 holders — while 71 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $9.01M. The largest seller was Wells Fargo, cutting an estimated $3.73M.

  • 198 institutional investors held Northwest Bancshares (NWBI) as of Q4 2017, up from 184 in Q3 2017.
  • Funds reported $1.16B of Northwest Bancshares stock for Q4 2017, down 0.44% quarter-over-quarter.
  • 25 funds opened new Northwest Bancshares positions in Q4 2017 and 11 closed out, a net change of +14 holders.
  • The largest Northwest Bancshares buyer in Q4 2017 was BlackRock, an estimated $9.01M added.
  • The largest Northwest Bancshares seller in Q4 2017 was Wells Fargo, an estimated $3.73M sold.

Based on aggregated 13F filings for Q4 2017.