Norwood Financial Corp
NWFL
51 hedge funds and large institutions have $41.1M invested in Norwood Financial Corp in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 4 closing their positions.
32% more capital invested
Capital invested by funds: $31M → $41.1M (+$10M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 50 → 51 (+1)
1.79% more ownership
Funds ownership: 16.48% → 18.26% (+1.8%)
29% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.57M |
| 2 |
BlackRock
New York
|
+$1.14M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$276K |
| 4 |
State Street
Boston,
Massachusetts
|
+$216K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$554K |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$410K |
| 3 |
SG Americas Securities
New York
|
-$280K |
| 4 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$189K |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCP
51
Siena Capital Partners
Chicago,
Illinois
| – | -$554K | -17,577 | Closed |
|
|
52
Hotchkis & Wiley Capital Management
Los Angeles,
California
| – | -$410K | -13,617 | Closed |
|
|
53
SG Americas Securities
New York
| – | -$280K | -9,318 | Closed |
|
|
ACM
54
Armbruster Capital Management
Pittsford,
New York
| – | -$10K | -348 | Closed |
|
NWFL Hedge Fund Activity: Q2 2018 in Review
51 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q2 2018, worth a combined $41.1M — up 32% from $31M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NWFL positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 17 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.57M. The largest seller was Siena Capital Partners, exiting entirely with an estimated $554K sold.
- 51 institutional investors held Norwood Financial Corp (NWFL) as of Q2 2018, up from 50 in Q1 2018.
- Funds reported $41.1M of Norwood Financial Corp stock for Q2 2018, up 32% quarter-over-quarter.
- 5 funds opened new Norwood Financial Corp positions in Q2 2018 and 4 closed out, a net change of +1 holder.
- The largest Norwood Financial Corp buyer in Q2 2018 was Vanguard Group, an estimated $3.57M added.
- The largest Norwood Financial Corp seller in Q2 2018 was Siena Capital Partners, an estimated $554K sold.
Based on aggregated 13F filings for Q2 2018.