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Norwood Financial Corp

24 hedge funds and large institutions have $14M invested in Norwood Financial Corp in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less capital invested

Capital invested by funds: $14.6M → $14M (-$540K)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
+$38 +2 New
Morgan Stanley
27
Morgan Stanley
New York
+$172 +9 New

NWFL Hedge Fund Activity: Q4 2015 in Review

24 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2015, worth a combined $14M — down 3.7% from $14.6M a quarter earlier.

Fund positioning in NWFL was balanced in Q4 2015: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 4 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $820K. The largest seller was Wellington Management Group, cutting an estimated $976K.

  • 24 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $14M of Norwood Financial Corp stock for Q4 2015, down 3.7% quarter-over-quarter.
  • 4 funds opened new Norwood Financial Corp positions in Q4 2015 and 4 closed out, a net change of 0 holders.
  • The largest Norwood Financial Corp buyer in Q4 2015 was Creative Planning, an estimated $820K added.
  • The largest Norwood Financial Corp seller in Q4 2015 was Wellington Management Group, an estimated $976K sold.

Based on aggregated 13F filings for Q4 2015.