Norwood Financial Corp
NWFL
25 hedge funds and large institutions have $13.8M invested in Norwood Financial Corp in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
25% more capital invested
Capital invested by funds: $11M → $13.8M (+$2.79M)
15.14% more ownership
Funds ownership: 0% → 15.14% (+15%)
9% more funds holding
Funds holding: 23 → 25 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$553K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$462K |
| 3 |
BCM
BHZ Capital Management
San Jose,
California
|
+$266K |
| 4 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$195K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$535K |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$226K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$221K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$38.4K |
| 5 |
CB
Community Bank
Dewitt,
New York
|
-$17.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| – | -$6K | -300 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$1K | -62 | Closed |
|
28
Envestnet Asset Management
Chicago,
Illinois
| – | +$41 | +2 | New |
|
29
Wells Fargo
San Francisco,
California
| – | +$41 | +2 | New |
|
NWFL Hedge Fund Activity: Q4 2016 in Review
25 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2016, worth a combined $13.8M — up 25% from $11M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NWFL positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $553K. The largest seller was Creative Planning, cutting an estimated $535K.
- 25 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2016, up from 23 in Q3 2016.
- Funds reported $13.8M of Norwood Financial Corp stock for Q4 2016, up 25% quarter-over-quarter.
- 6 funds opened new Norwood Financial Corp positions in Q4 2016 and 4 closed out, a net change of +2 holders.
- The largest Norwood Financial Corp buyer in Q4 2016 was Geode Capital Management, an estimated $553K added.
- The largest Norwood Financial Corp seller in Q4 2016 was Creative Planning, an estimated $535K sold.
Based on aggregated 13F filings for Q4 2016.