Norwood Financial Corp
NWFL
54 hedge funds and large institutions have $55M invested in Norwood Financial Corp in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
6% more funds holding
Funds holding: 51 → 54 (+3)
0.16% more ownership
Funds ownership: 26.3% → 26.47% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $63M → $55M (-$8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$446K |
| 2 |
BlackRock
New York
|
+$347K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$246K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$235K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NF
Norwood Financial
Honesdale,
Pennsylvania
|
-$496K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$464K |
| 3 |
Jane Street
New York
|
-$238K |
| 4 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$218K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$72.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $1K | +$1.09K | +38 | +3,800% |
|
52
Nisa Investment Advisors
St. Louis,
Missouri
| $155 | -$172 | -6 | -50% |
|
53
Citigroup
New York
| $103 | -$62.9K | -2,194 | -100% |
|
|
54
Jane Street
New York
| – | -$238K | -8,061 | Closed |
|
|
CBFP
55
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$218K | -7,383 | Closed |
|
|
C
56
Covestor
London,
United Kingdom
| – | +$315 | +11 | New |
|
NWFL Hedge Fund Activity: Q3 2023 in Review
54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q3 2023, worth a combined $55M — down 13% from $63M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NWFL positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was State Street, adding an estimated $446K. The largest seller was Norwood Financial, cutting an estimated $496K.
- 54 institutional investors held Norwood Financial Corp (NWFL) as of Q3 2023, up from 51 in Q2 2023.
- Funds reported $55M of Norwood Financial Corp stock for Q3 2023, down 13% quarter-over-quarter.
- 5 funds opened new Norwood Financial Corp positions in Q3 2023 and 2 closed out, a net change of +3 holders.
- The largest Norwood Financial Corp buyer in Q3 2023 was State Street, an estimated $446K added.
- The largest Norwood Financial Corp seller in Q3 2023 was Norwood Financial, an estimated $496K sold.
Based on aggregated 13F filings for Q3 2023.