Norwood Financial Corp
NWFL
56 hedge funds and large institutions have $62.5M invested in Norwood Financial Corp in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 55 → 56 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.22% less ownership
Funds ownership: 28.53% → 28.31% (-0.22%)
18% less capital invested
Capital invested by funds: $75.8M → $62.5M (-$13.3M)
19% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$658K |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$454K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$388K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$387K |
| 5 |
JP Morgan Chase
New York
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$788K |
| 2 |
BlackRock
New York
|
-$539K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$273K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$238K |
| 5 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$213K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MLICM
51
Metropolitan Life Insurance Company (MetLife)
New York
| $11.2K | – | – | – |
|
|
SHIM
52
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $10.3K | +$111 | +4 | +1% |
|
|
AB
53
Amalgamated Bank
New York
| $7K | -$11K | -395 | -61% |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $2.07K | -$12.6K | -455 | -86% |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| $27 | +$28 | +1 | New |
|
|
CBFP
56
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$213K | -7,268 | Closed |
|
|
57
LSV Asset Management
Chicago,
Illinois
| – | -$238K | -7,217 | Closed |
|
58
SG Americas Securities
New York
| – | -$130K | -3,958 | Closed |
|
|
C
59
Covestor
London,
United Kingdom
| – | -$333 | -12 | Closed |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$83 | +3 | New |
|
NWFL Hedge Fund Activity: Q1 2024 in Review
56 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q1 2024, worth a combined $62.5M — down 18% from $75.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NWFL positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 21 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $658K. The largest seller was Morgan Stanley, cutting an estimated $788K.
- 56 institutional investors held Norwood Financial Corp (NWFL) as of Q1 2024, up from 55 in Q4 2023.
- Funds reported $62.5M of Norwood Financial Corp stock for Q1 2024, down 18% quarter-over-quarter.
- 5 funds opened new Norwood Financial Corp positions in Q1 2024 and 4 closed out, a net change of +1 holder.
- The largest Norwood Financial Corp buyer in Q1 2024 was Cetera Investment Advisers, an estimated $658K added.
- The largest Norwood Financial Corp seller in Q1 2024 was Morgan Stanley, an estimated $788K sold.
Based on aggregated 13F filings for Q1 2024.