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Northwest Bancshares

212 hedge funds and large institutions have $1.01B invested in Northwest Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 82 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 67.22%66.41% (-0.82%)

2% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 82

5% less funds holding

Funds holding: 224212 (-12)

7% less capital invested

Capital invested by funds: $1.09B → $1.01B (-$73.3M)

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

41% less call options, than puts

Call options by funds: $555K | Put options by funds: $942K

Holders
212
Holders Change
-12
Holders Change %
-5.36%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
82
Closed
27
Calls
$555K
Puts
$942K
Net Calls
-$387K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$14K +$515 +38 +3%
JMF
177
Johnson Midwest Financial
Iowa
$13.7K +$217 +16 +1%
LFA
178
Legend Financial Advisors
Pennsylvania
$12.7K
VCM
179
Versant Capital Management
Arizona
$11.8K -$678 -50 -5%
US Bancorp
180
US Bancorp
Minnesota
$11.4K
MIM
181
Macroview Investment Management
Maryland
$8.81K -$10.8K -799 -52%
CP
182
Castleview Partners
Texas
$7.37K +$81 +6 +1%
GWSG
183
GPS Wealth Strategies Group
Colorado
$6.32K +$7.12K +525 New
CSPIA
184
Cary Street Partners Investment Advisory
Virginia
$6.01K
CAM
185
Chesapeake Asset Management
New York
$6.01K +$6.78K +500 New
PFBT
186
Parkside Financial Bank & Trust
Missouri
$5.66K +$14 +1 +0.2%
S
187
SignatureFD
Georgia
$5.5K
Bessemer Group
188
Bessemer Group
New Jersey
$4K
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$3.91K +$2.33K +172 +112%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$3.86K
AF
191
Allworth Financial
California
$3.61K +$4.07K +300 New
PA
192
Parallel Advisors
California
$3.37K
AAS
193
Ameritas Advisory Services
Nebraska
$3.34K +$3.91K +288 New
EWA
194
EverSource Wealth Advisors
Alabama
$3.24K -$1.82K -134 -33%
HBW
195
Hazlett, Burt & Watson
West Virginia
$3K
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$2K -$8.82K -650 -81%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$1.68K +$339 +25 +22%
GRP
198
Global Retirement Partners
California
$1.32K -$16.8K -1,238 -91%
GWS
199
Glassman Wealth Services
Virginia
$1.22K +$583 +43 +74%
GEA
200
Glen Eagle Advisors
New Jersey
$1.2K

NWBI Hedge Fund Activity: Q1 2023 in Review

212 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q1 2023, worth a combined $1.01B — down 6.7% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of NWBI and 18 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $5.82M. The largest seller was Goldman Sachs, cutting an estimated $9.74M.

  • 212 institutional investors held Northwest Bancshares (NWBI) as of Q1 2023, down from 224 in Q4 2022.
  • Funds reported $1.01B of Northwest Bancshares stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 18 funds opened new Northwest Bancshares positions in Q1 2023 and 27 closed out, a net change of -9 holders.
  • The largest Northwest Bancshares buyer in Q1 2023 was BlackRock, an estimated $5.82M added.
  • The largest Northwest Bancshares seller in Q1 2023 was Goldman Sachs, an estimated $9.74M sold.

Based on aggregated 13F filings for Q1 2023.