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Norwood Financial Corp

68 hedge funds and large institutions have $84.2M invested in Norwood Financial Corp in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

54% more capital invested

Capital invested by funds: $54.7M → $84.2M (+$29.5M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

15% more funds holding

Funds holding: 5968 (+9)

9.55% more ownership

Funds ownership: 24.51%34.06% (+9.6%)

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Strategic Financial Services
New York
$540K -$43.7K -1,502 -7%
JGUA
27
John G. Ullman & Associates
New York
$511K -$29.1K -1,000 -5%
MA
28
Minerva Advisors
Pennsylvania
$370K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$366K
N
30
Nuveen
North Carolina
$359K
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$308K +$330K +11,338 New
Barclays
32
Barclays
United Kingdom
$297K +$33.2K +1,139 +12%
LPL Financial
33
LPL Financial
California
$266K
American Century Companies
34
American Century Companies
Missouri
$256K -$10.8K -372 -4%
Bank of America
35
Bank of America
North Carolina
$247K +$86.9K +2,985 +49%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$242K +$8.1K +278 +3%
Stifel Financial
37
Stifel Financial
Missouri
$237K -$5.1K -175 -2%
Deutsche Bank
38
Deutsche Bank
Germany
$232K +$249K +8,533 New
UBS Group
39
UBS Group
Switzerland
$219K +$135K +4,625 +135%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$210K +$728 +25 +0.3%
Citigroup
41
Citigroup
New York
$152K +$8.97K +308 +6%
Wells Fargo
42
Wells Fargo
California
$142K +$27K +928 +22%
EA
43
Emerald Advisers
Pennsylvania
$122K +$131K +4,500 New
MIM
44
MetLife Investment Management
New Jersey
$119K
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$113K +$4.43K +152 +4%
CF
46
Corebridge Financial
Texas
$98.2K -$7.92K -272 -7%
PFSC
47
Peoples Financial Services Corp
Pennsylvania
$96.7K
CB
48
Community Bank
New York
$96.6K -$12.9K -442 -11%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$88.7K
NB
50
NBT Bank
New York
$54.7K

NWFL Hedge Fund Activity: Q4 2024 in Review

68 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2024, worth a combined $84.2M — up 54% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NWFL positions and 4 closed out — a net gain of 10 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $355K sold.

  • 68 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $84.2M of Norwood Financial Corp stock for Q4 2024, up 54% quarter-over-quarter.
  • 14 funds opened new Norwood Financial Corp positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest Norwood Financial Corp buyer in Q4 2024 was Wellington Management Group, an estimated $18M added.
  • The largest Norwood Financial Corp seller in Q4 2024 was Citadel Advisors, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2024.