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Northwest Bancshares

138 hedge funds and large institutions have $867M invested in Northwest Bancshares in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $782M → $867M (+$85.2M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

5% less funds holding

Funds holding: 146138 (-8)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
138
Holders Change
-8
Holders Change %
-5.48%
% of All Funds
4.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
51
Reduced
46
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$80.7M +$2.56M +180,198 +3%
BFA
2
BlackRock Fund Advisors
California
$78.2M +$2.01M +141,365 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$76.7M +$853K +59,960 +1%
Capital World Investors
4
Capital World Investors
California
$71.7M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$69M +$3.78M +266,014 +6%
BIT
6
BlackRock Institutional Trust
California
$39.5M +$535K +37,589 +1%
GC
7
GW Capital
Washington
$33.7M -$897K -63,026 -3%
Northern Trust
8
Northern Trust
Illinois
$31.9M +$285K +20,057 +0.9%
State Street
9
State Street
Massachusetts
$28.7M -$622K -43,710 -2%
KAM
10
Keeley Asset Management
Illinois
$22.4M -$2.41M -169,450 -10%
EIP
11
Epoch Investment Partners
New York
$22M +$21.2M +1,489,760 New
Deutsche Bank
12
Deutsche Bank
Germany
$18.1M -$5.24M -368,572 -23%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.6M -$824K -57,953 -5%
Norges Bank
14
Norges Bank
Norway
$13.9M
SM
15
Stratton Management
Pennsylvania
$13.7M
BA
16
BlackRock Advisors
Delaware
$13.2M +$3.82M +268,215 +43%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$9.8M +$7.34M +516,103 +351%
USAA
18
United Services Automobile Association
Texas
$9.28M +$376K +26,400 +4%
Renaissance Technologies
19
Renaissance Technologies
New York
$9.17M -$4.95M -347,800 -36%
Bank of America
20
Bank of America
North Carolina
$8.6M -$1.7M -119,371 -17%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.52M +$544K +38,272 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.97M +$826K +58,085 +12%
Wells Fargo
23
Wells Fargo
California
$7.8M -$360K -25,276 -5%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$7.52M +$7.24M +508,710 New
Citadel Advisors
25
Citadel Advisors
Florida
$6.98M +$449K +31,532 +7%

NWBI Hedge Fund Activity: Q4 2013 in Review

138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q4 2013, worth a combined $867M — up 11% from $782M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NWBI and 15 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $21.2M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $21.8M sold.

  • 138 institutional investors held Northwest Bancshares (NWBI) as of Q4 2013, down from 146 in Q3 2013.
  • Funds reported $867M of Northwest Bancshares stock for Q4 2013, up 11% quarter-over-quarter.
  • 15 funds opened new Northwest Bancshares positions in Q4 2013 and 23 closed out, a net change of -8 holders.
  • The largest Northwest Bancshares buyer in Q4 2013 was Epoch Investment Partners, an estimated $21.2M added.
  • The largest Northwest Bancshares seller in Q4 2013 was Allianz Asset Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2013.