We are live on ! Find out more
NWFL icon

Norwood Financial Corp

55 hedge funds and large institutions have $75.8M invested in Norwood Financial Corp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

38% more capital invested

Capital invested by funds: $55M → $75.8M (+$20.7M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2.07% more ownership

Funds ownership: 26.47%28.53% (+2.1%)

2% more funds holding

Funds holding: 5455 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$302K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$267K -$6.89K -245 -3%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$258K -$9.57K -340 -4%
UBS Group
29
UBS Group
Switzerland
$251K +$97.9K +3,478 +84%
LSV Asset Management
30
LSV Asset Management
Illinois
$238K
JGUA
31
John G. Ullman & Associates
New York
$230K +$197K +7,000 New
JP Morgan Chase
32
JP Morgan Chase
New York
$226K +$52.6K +1,868 +37%
CBFP
33
Cedar Brook Financial Partners
Ohio
$213K +$205K +7,268 New
Osaic Holdings
34
Osaic Holdings
Arizona
$133K +$15.1K +538 +15%
CB
35
Community Bank
New York
$131K
MIM
36
MetLife Investment Management
New Jersey
$130K
SG Americas Securities
37
SG Americas Securities
New York
$130K +$111K +3,958 New
Deutsche Bank
38
Deutsche Bank
Germany
$126K +$108K +3,821 New
AIG
39
American International Group
New York
$119K -$1.83K -65 -2%
PFSC
40
Peoples Financial Services Corp
Pennsylvania
$117K
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$107K +$113 +4 +0.1%
Wells Fargo
42
Wells Fargo
California
$73.8K +$11.8K +420 +23%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$70.5K -$24.4K -868 -29%
BSB
44
Bangor Savings Bank
Maine
$44.4K +$3.21K +114 +9%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$39.4K -$12.1K -431 -26%
Citigroup
46
Citigroup
New York
$34.2K +$29.1K +1,034 +25,850%
AB
47
Amalgamated Bank
New York
$21K -$2.08K -74 -10%
AIP
48
Ameritas Investment Partners
Nebraska
$20K
Legal & General Group
49
Legal & General Group
United Kingdom
$18.7K
TRCT
50
Tower Research Capital (TRC)
New York
$17.5K -$3.43K -122 -19%

NWFL Hedge Fund Activity: Q4 2023 in Review

55 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2023, worth a combined $75.8M — up 38% from $55M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NWFL positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $1.62M. The largest seller was Norwood Financial, cutting an estimated $581K.

  • 55 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2023, up from 54 in Q3 2023.
  • Funds reported $75.8M of Norwood Financial Corp stock for Q4 2023, up 38% quarter-over-quarter.
  • 6 funds opened new Norwood Financial Corp positions in Q4 2023 and 5 closed out, a net change of +1 holder.
  • The largest Norwood Financial Corp buyer in Q4 2023 was BlackRock, an estimated $1.62M added.
  • The largest Norwood Financial Corp seller in Q4 2023 was Norwood Financial, an estimated $581K sold.

Based on aggregated 13F filings for Q4 2023.