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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
BlackRock
1
BlackRock
New York
$258M +$6.85M +409,906 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M +$7.12M +425,857 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$130M -$1.6M -95,623 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$76.1M +$556K +33,281 +0.7%
First Trust Advisors
5
First Trust Advisors
Illinois
$56.6M +$13.2M +790,649 +30%
State Street
6
State Street
Massachusetts
$54.5M +$2.72M +162,917 +5%
Northern Trust
7
Northern Trust
Illinois
$40.8M -$296K -17,723 -0.7%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$33.4M +$4.69M +280,408 +16%
Invesco
9
Invesco
Georgia
$28.3M +$801K +47,919 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.5M +$2.66M +159,338 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$26.5M -$233K -13,959 -0.9%
Renaissance Technologies
12
Renaissance Technologies
New York
$20.7M -$8.34M -499,193 -29%
Norges Bank
13
Norges Bank
Norway
$20.2M
Charles Schwab
14
Charles Schwab
California
$19.7M +$168K +10,070 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.3M -$379K -22,700 -2%
Marshall Wace
16
Marshall Wace
United Kingdom
$13.2M +$8.8M +526,410 +196%
Principal Financial Group
17
Principal Financial Group
Iowa
$13.2M -$160K -9,598 -1%
ProShare Advisors
18
ProShare Advisors
Maryland
$12.9M +$1.03M +61,566 +9%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$12.3M +$3.55M +212,400 +40%
Truist Financial
20
Truist Financial
North Carolina
$11.6M +$11.7M +698,403 New
Morgan Stanley
21
Morgan Stanley
New York
$9.22M +$2.85M +170,350 +44%
Ameriprise
22
Ameriprise
Minnesota
$8.64M -$196K -11,710 -2%
Goldman Sachs
23
Goldman Sachs
New York
$8.5M +$2.1M +125,716 +33%
N
24
Nuveen
North Carolina
$7.14M +$599K +35,814 +9%
DIA
25
Dean Investment Associates
Ohio
$7.13M -$3.81M -227,995 -35%

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.