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Norwood Financial Corp
NWFL

59 hedge funds and large institutions have $54.7M invested in Norwood Financial Corp in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

14% more capital invested

Capital invested by funds: $47.8M → $54.7M (+$6.85M)

11% more funds holding

Funds holding: 53 → 59 (+6)

1.24% more ownership

Funds ownership: 23.27% → 24.51% (+1.2%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$490K
2
BlackRock
BlackRock
New York
+$373K
3
Citadel Advisors
Citadel Advisors
Florida
+$344K
4
Morgan Stanley
Morgan Stanley
New York
+$326K
5
JP Morgan Chase
JP Morgan Chase
New York
+$266K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$355K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$165K
3
SFS
Strategic Financial Services
New York
-$78.6K
4
TRCT
Tower Research Capital (TRC)
New York
-$66.8K
5
Osaic Holdings
Osaic Holdings
Arizona
-$61.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$270K +$193K +7,215 +281%
LPL Financial
27
LPL Financial
California
$270K – – –
Stifel Financial
28
Stifel Financial
Missouri
$245K -$1.31K -49 -0.5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$238K +$2.25K +84 +1%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$212K -$10.6K -396 -5%
SEIA
31
Signature Estate & Investment Advisors
California
$200K +$195K +7,268 New
Bank of America
32
Bank of America
North Carolina
$168K +$2.01K +75 +1%
Citigroup
33
Citigroup
New York
$146K +$96.8K +3,615 +216%
MIM
34
MetLife Investment Management
New Jersey
$121K – – –
Wells Fargo
35
Wells Fargo
California
$118K +$26.7K +997 +30%
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$110K +$19.8K +738 +23%
CB
37
Community Bank
New York
$110K – – –
CF
38
Corebridge Financial
Texas
$107K -$3.53K -132 -3%
PFSC
39
Peoples Financial Services Corp
Pennsylvania
$98K – – –
UBS Group
40
UBS Group
Switzerland
$94.6K +$30.2K +1,127 +49%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$89.9K – – –
NB
42
NBT Bank
New York
$55.5K +$53.8K +2,011 New
BSB
43
Bangor Savings Bank
Maine
$46.7K +$455 +17 +1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$40.9K +$4.42K +165 +13%
Legal & General Group
45
Legal & General Group
United Kingdom
$19.9K +$4.12K +154 +27%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$17.2K +$6.83K +255 +69%
AIP
47
Ameritas Investment Partners
Nebraska
$16.8K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$14.9K – – –
Canada Life
49
Canada Life
Manitoba, Canada
$14K +$1.82K +68 +15%
Osaic Holdings
50
Osaic Holdings
Arizona
$12.7K -$61.6K -2,301 -83%
1
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NWFL Hedge Fund Activity: Q3 2024 in Review

59 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q3 2024, worth a combined $54.7M — up 14% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NWFL positions and 2 closed out — a net gain of 6 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $490K. The largest seller was Invesco, exiting entirely with an estimated $355K sold.

  • 59 institutional investors held Norwood Financial Corp (NWFL) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $54.7M of Norwood Financial Corp stock for Q3 2024, up 14% quarter-over-quarter.
  • 8 funds opened new Norwood Financial Corp positions in Q3 2024 and 2 closed out, a net change of +6 holders.
  • The largest Norwood Financial Corp buyer in Q3 2024 was Goldman Sachs, an estimated $490K added.
  • The largest Norwood Financial Corp seller in Q3 2024 was Invesco, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2024.