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Northwest Bancshares

199 hedge funds and large institutions have $1.28B invested in Northwest Bancshares in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $6.54M | Put options by funds: $3.06M

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

3% more funds holding

Funds holding: 194199 (+5)

1.23% more ownership

Funds ownership: 70.96%72.19% (+1.2%)

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$40.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
199
Holders Change
+5
Holders Change %
+2.58%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
71
Reduced
62
Closed
17
Calls
$6.54M
Puts
$3.06M
Net Calls
+$3.49M
Net Calls Change
+$3.97M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
$17K -$100 -6 -25%
SMFS
177
Squar Milner Financial Services
California
$16K +$16.7K +1,000 New
RIA
178
RPG Investment Advisory
California
$15K
GT
179
Glenmede Trust
Pennsylvania
$15K +$3.36K +201 +28%
VCP
180
Verus Capital Partners
Arizona
$14K +$14K +840 New
QAM
181
QCI Asset Management
New York
$13K
AIS
182
Accurate Investment Solutions
Pennsylvania
$10K
VCM
183
Versant Capital Management
Arizona
$8K -$1.77K -106 -17%
MSFP
184
Mark Sheptoff Financial Planning
Connecticut
$8K
US Bancorp
185
US Bancorp
Minnesota
$7K -$43K -2,575 -87%
HGWM
186
Harvest Group Wealth Management
Massachusetts
$7K
SIAP
187
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
IWP
188
IAG Wealth Partners
Wisconsin
$5K +$5.01K +300 New
TFO
189
Tarbox Family Office
California
$4K -$668 -40 -15%
PA
190
Parallel Advisors
California
$3K
SFS
191
Sowell Financial Services
Arkansas
$3K
S
192
SignatureFD
Georgia
$3K +$2.84K +170 New
TCM
193
Tradewinds Capital Management
Washington
$3K +$3.34K +200 New
PFBT
194
Parkside Financial Bank & Trust
Missouri
$2K
QCG
195
Quadrant Capital Group
Ohio
$1K
EI
196
Ellevest Inc
New York
$1K +$852 +51 New
TPCW
197
TD Private Client Wealth
New York
$349 +$351 +21 New
BCM
198
Bridgeway Capital Management
Texas
-$5.75M -351,000 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
-$768K -45,941 Closed
HF
200
HRT Financial
New York
-$654K -39,961 Closed

NWBI Hedge Fund Activity: Q4 2019 in Review

199 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q4 2019, worth a combined $1.28B — up 3.2% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NWBI positions and 17 closed out — a net gain of 12 holders — while 71 added to existing stakes and 62 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $13.2M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $9.01M.

  • 199 institutional investors held Northwest Bancshares (NWBI) as of Q4 2019, up from 194 in Q3 2019.
  • Funds reported $1.28B of Northwest Bancshares stock for Q4 2019, up 3.2% quarter-over-quarter.
  • 29 funds opened new Northwest Bancshares positions in Q4 2019 and 17 closed out, a net change of +12 holders.
  • The largest Northwest Bancshares buyer in Q4 2019 was First Trust Advisors, an estimated $13.2M added.
  • The largest Northwest Bancshares seller in Q4 2019 was Robeco Institutional Asset Management, an estimated $9.01M sold.

Based on aggregated 13F filings for Q4 2019.