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Norwood Financial Corp
NWFL

38 hedge funds and large institutions have $36.5M invested in Norwood Financial Corp in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $33.1M → $36.5M (+$3.35M)

9% more funds holding

Funds holding: 35 → 38 (+3)

0.14% more ownership

Funds ownership: 16.66% → 16.81% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.42M
2
BlackRock
BlackRock
New York
+$689K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$204K
4
AF
Allworth Financial
California
+$70.9K
5
NF
Norwood Financial
Pennsylvania
+$53.8K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.47M
2
Renaissance Technologies
Renaissance Technologies
New York
-$320K
3
Creative Planning
Creative Planning
Kansas
-$223K
4
CB
Community Bank
New York
-$102K
5
Millennium Management
Millennium Management
New York
-$70.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
26
Peoples Financial Services Corp
Pennsylvania
$94K – – –
AF
27
Allworth Financial
California
$74K +$70.9K +2,769 New
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$63K -$11.9K -466 -16%
Wells Fargo
29
Wells Fargo
California
$49K – – –
ZIG
30
Zullo Investment Group
Pennsylvania
$40K – – –
Citigroup
31
Citigroup
New York
$27K +$26.2K +1,023 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$23K +$1.2K +47 +6%
BSB
33
Bangor Savings Bank
Maine
$20K +$10.2K +400 +114%
Canada Life
34
Canada Life
Manitoba, Canada
$11K +$2.28K +89 +28%
Barclays
35
Barclays
United Kingdom
$11K +$10.6K +416 New
Osaic Holdings
36
Osaic Holdings
Arizona
$8K – – –
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$372 -$179 -7 -33%
JP Morgan Chase
38
JP Morgan Chase
New York
– -$1.47M -60,704 Closed
Creative Planning
39
Creative Planning
Kansas
– -$223K -9,174 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$31K -1,274 Closed
UBS Group
41
UBS Group
Switzerland
– +$333 +13 New
1
2

NWFL Hedge Fund Activity: Q3 2022 in Review

38 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q3 2022, worth a combined $36.5M — up 10% from $33.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NWFL positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.42M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.47M sold.

  • 38 institutional investors held Norwood Financial Corp (NWFL) as of Q3 2022, up from 35 in Q2 2022.
  • Funds reported $36.5M of Norwood Financial Corp stock for Q3 2022, up 10% quarter-over-quarter.
  • 6 funds opened new Norwood Financial Corp positions in Q3 2022 and 3 closed out, a net change of +3 holders.
  • The largest Norwood Financial Corp buyer in Q3 2022 was Fourthstone LLC, an estimated $1.42M added.
  • The largest Norwood Financial Corp seller in Q3 2022 was JP Morgan Chase, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2022.