Northwest Bancshares
NWBI
196 hedge funds and large institutions have $1.08B invested in Northwest Bancshares in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 20 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 54
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
2% more funds holding
Funds holding: 192 → 196 (+4)
1.86% more ownership
Funds ownership: 61.22% → 63.08% (+1.9%)
2% less capital invested
Capital invested by funds: $1.1B → $1.08B (-$17.6M)
80% less call options, than puts
Call options by funds: $343K | Put options by funds: $1.74M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$42.3M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$8.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.65M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.64M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$4.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.2M |
| 2 |
JP Morgan Chase
New York
|
-$4.08M |
| 3 |
Two Sigma Advisers
New York
|
-$3.18M |
| 4 |
Goldman Sachs
New York
|
-$1.79M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
201
Algert Global
San Francisco,
California
| – | -$168K | -11,864 | Closed |
|
|
FCBT
202
First Citizens Bank & Trust
Raleigh,
North Carolina
| – | -$146K | -10,346 | Closed |
|
203
Lazard Asset Management
New York
| – | -$63K | -4,484 | Closed |
|
|
CWS
204
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$36K | -2,600 | Closed |
|
|
FHA
205
First Horizon Advisors
Memphis,
Tennessee
| – | -$16K | -1,179 | Closed |
|
|
CA
206
CoreCap Advisors
Southfield,
Michigan
| – | -$14K | -1,000 | Closed |
|
|
CFD
207
Creative Financial Designs
Kokomo,
Indiana
| – | -$13K | -892 | Closed |
|
|
WFS
208
Widmann Financial Services
Bowie,
Maryland
| – | -$1K | -100 | Closed |
|
|
SC
209
Schubert & Co
Mckinney,
Texas
| – | -$28 | -2 | -40% |
|
|
SIC
210
SJS Investment Consulting
Sylvania,
Ohio
| – | +$14 | +1 | New |
|
|
DI
211
Disciplined Investments
Tulsa,
Oklahoma
| – | +$56 | +4 | New |
|
|
CI
212
Cordant Inc
Portland,
Oregon
| – | +$141 | +10 | New |
|
|
JWA
213
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | +$141 | +10 | +143% |
|
NWBI Hedge Fund Activity: Q1 2022 in Review
196 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q1 2022, worth a combined $1.08B — down 1.6% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new NWBI positions and 20 closed out — a net gain of 7 holders — while 80 added to existing stakes and 54 trimmed.
The largest buyer was State Street, adding an estimated $42.3M. The largest seller was Wellington Management Group, exiting entirely with an estimated $38.2M sold.
- 196 institutional investors held Northwest Bancshares (NWBI) as of Q1 2022, up from 192 in Q4 2021.
- Funds reported $1.08B of Northwest Bancshares stock for Q1 2022, down 1.6% quarter-over-quarter.
- 27 funds opened new Northwest Bancshares positions in Q1 2022 and 20 closed out, a net change of +7 holders.
- The largest Northwest Bancshares buyer in Q1 2022 was State Street, an estimated $42.3M added.
- The largest Northwest Bancshares seller in Q1 2022 was Wellington Management Group, an estimated $38.2M sold.
Based on aggregated 13F filings for Q1 2022.