Norwood Financial Corp
NWFL
52 hedge funds and large institutions have $35.1M invested in Norwood Financial Corp in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
8% more funds holding
Funds holding: 48 → 52 (+4)
6% more capital invested
Capital invested by funds: $33.1M → $35.1M (+$1.96M)
0.36% less ownership
Funds ownership: 17.4% → 17.04% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$902K |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$414K |
| 3 |
Bank of New York Mellon
New York
|
+$396K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$374K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.03M |
| 2 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
-$287K |
| 3 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$197K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$97.9K |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
51
Delpha Capital Management
New York
| $4K | +$4.1K | +135 | New |
|
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$3.03M | -99,167 | Closed |
|
|
PWW
53
Pettyjohn Wood & White
Lynchburg,
Virginia
| – | -$287K | -9,405 | Closed |
|
|
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$197K | -6,465 | Closed |
|
|
NFA
55
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$97K | -3,178 | Closed |
|
NWFL Hedge Fund Activity: Q4 2017 in Review
52 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2017, worth a combined $35.1M — up 5.9% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NWFL positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Vanguard Group, adding an estimated $902K. The largest seller was Fidelity Investments, exiting entirely with an estimated $3.03M sold.
- 52 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2017, up from 48 in Q3 2017.
- Funds reported $35.1M of Norwood Financial Corp stock for Q4 2017, up 5.9% quarter-over-quarter.
- 8 funds opened new Norwood Financial Corp positions in Q4 2017 and 4 closed out, a net change of +4 holders.
- The largest Norwood Financial Corp buyer in Q4 2017 was Vanguard Group, an estimated $902K added.
- The largest Norwood Financial Corp seller in Q4 2017 was Fidelity Investments, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2017.