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Northwest Bancshares

212 hedge funds and large institutions have $1.07B invested in Northwest Bancshares in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

852% more call options, than puts

Call options by funds: $2M | Put options by funds: $210K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

26% more capital invested

Capital invested by funds: $849M → $1.07B (+$219M)

2.01% more ownership

Funds ownership: 65.32%67.33% (+2%)

2% more funds holding

Funds holding: 208212 (+4)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
73
Reduced
77
Closed
19
Calls
$2M
Puts
$210K
Net Calls
+$1.79M
Net Calls Change
+$1.81M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M -$5.11M -458,983 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M +$608K +54,526 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$109M +$1.01M +90,425 +1%
State Street
4
State Street
Massachusetts
$91.9M +$6.65M +596,943 +9%
Invesco
5
Invesco
Georgia
$51.3M -$8.97M -805,347 -16%
Charles Schwab
6
Charles Schwab
California
$44.7M +$875K +78,513 +2%
Victory Capital Management
7
Victory Capital Management
Texas
$37.5M +$596K +53,518 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$35.4M +$1.48M +133,082 +5%
Morgan Stanley
9
Morgan Stanley
New York
$33.7M +$18.6M +1,665,968 +161%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$21.6M +$1.52M +136,642 +9%
Northern Trust
11
Northern Trust
Illinois
$16.8M +$849K +76,180 +6%
First Trust Advisors
12
First Trust Advisors
Illinois
$11.4M -$2.29M -205,714 -18%
N
13
Nuveen
North Carolina
$10.4M +$2.76M +247,877 +42%
BCM
14
Bridgeway Capital Management
Texas
$8.65M -$782K -70,163 -9%
Principal Financial Group
15
Principal Financial Group
Iowa
$8.27M -$259K -23,254 -3%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$7.3M +$6.29M +564,827 +3,569%
Norges Bank
17
Norges Bank
Norway
$7.11M -$4.73M -424,296 -43%
Ameriprise
18
Ameriprise
Minnesota
$5.82M -$308K -27,617 -6%
JIC
19
Johnson Investment Counsel
Ohio
$5.24M
Verition Fund Management
20
Verition Fund Management
Connecticut
$5.22M +$4.46M +400,593 +2,300%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$5.19M +$102K +9,184 +2%
Goldman Sachs
22
Goldman Sachs
New York
$5.09M +$1.04M +92,977 +29%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.49M +$862K +77,394 +27%
Legal & General Group
24
Legal & General Group
United Kingdom
$4.25M -$21.5K -1,926 -0.6%
IFPG
25
Intrepid Financial Planning Group
Indiana
$3.83M

NWBI Hedge Fund Activity: Q4 2023 in Review

212 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Northwest Bancshares (NWBI) for Q4 2023, worth a combined $1.07B — up 26% from $849M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NWBI positions and 19 closed out — a net gain of 7 holders — while 73 added to existing stakes and 77 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.6M. The largest seller was Invesco, cutting an estimated $8.97M.

  • 212 institutional investors held Northwest Bancshares (NWBI) as of Q4 2023, up from 208 in Q3 2023.
  • Funds reported $1.07B of Northwest Bancshares stock for Q4 2023, up 26% quarter-over-quarter.
  • 26 funds opened new Northwest Bancshares positions in Q4 2023 and 19 closed out, a net change of +7 holders.
  • The largest Northwest Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $18.6M added.
  • The largest Northwest Bancshares seller in Q4 2023 was Invesco, an estimated $8.97M sold.

Based on aggregated 13F filings for Q4 2023.