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Norwood Financial Corp

51 hedge funds and large institutions have $63M invested in Norwood Financial Corp in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $49.9M → $63M (+$13.1M)

9% more funds holding

Funds holding: 4751 (+4)

5.55% more ownership

Funds ownership: 20.75%26.3% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$213K
Bank of America
27
Bank of America
North Carolina
$203K +$141K +5,154 +299%
JP Morgan Chase
28
JP Morgan Chase
New York
$169K -$14.4K -524 -8%
TF
29
Tompkins Financial
New York
$148K
Wells Fargo
30
Wells Fargo
California
$129K +$68.8K +2,511 +135%
UBS Group
31
UBS Group
Switzerland
$126K +$75.1K +2,740 +179%
CB
32
Community Bank
New York
$118K
MIM
33
MetLife Investment Management
New Jersey
$117K +$109K +3,965 New
PFSC
34
Peoples Financial Services Corp
Pennsylvania
$105K
AIG
35
American International Group
New York
$105K +$97.3K +3,552 New
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$94.5K +$87.7K +3,200 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$72.5K +$67.2K +2,455 New
Citigroup
38
Citigroup
New York
$64.9K -$147K -5,380 -71%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$57.1K +$52.6K +1,921 +13,721%
Barclays
40
Barclays
United Kingdom
$43.6K +$15.5K +565 +62%
BSB
41
Bangor Savings Bank
Maine
$36.1K +$5.75K +210 +21%
AB
42
Amalgamated Bank
New York
$21K +$19.7K +718 New
Legal & General Group
43
Legal & General Group
United Kingdom
$20.8K +$19.3K +703 New
AIP
44
Ameritas Investment Partners
Nebraska
$18K +$16.7K +609 New
Canada Life
45
Canada Life
Manitoba, Canada
$16K -$849 -31 -6%
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$12.1K +$11.3K +411 New
SHIM
47
Stone House Investment Management
Pennsylvania
$10.8K +$110 +4 +1%
Osaic Holdings
48
Osaic Holdings
Arizona
$8.71K
TRCT
49
Tower Research Capital (TRC)
New York
$5.64K +$2.3K +84 +79%
Nisa Investment Advisors
50
Nisa Investment Advisors
Missouri
$354 +$329 +12 New

NWFL Hedge Fund Activity: Q2 2023 in Review

51 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q2 2023, worth a combined $63M — up 26% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWFL positions and 8 closed out — a net gain of 4 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $12M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $3.52M sold.

  • 51 institutional investors held Norwood Financial Corp (NWFL) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $63M of Norwood Financial Corp stock for Q2 2023, up 26% quarter-over-quarter.
  • 12 funds opened new Norwood Financial Corp positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Norwood Financial Corp buyer in Q2 2023 was BlackRock, an estimated $12M added.
  • The largest Norwood Financial Corp seller in Q2 2023 was Fourthstone LLC, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.