Norwood Financial Corp
NWFL
53 hedge funds and large institutions have $47.8M invested in Norwood Financial Corp in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
5.04% less ownership
Funds ownership: 28.31% → 23.27% (-5%)
5% less funds holding
Funds holding: 56 → 53 (-3)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
23% less capital invested
Capital invested by funds: $62.5M → $47.8M (-$14.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.52M |
| 2 |
BlackRock
New York
|
+$220K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$210K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$68.8K |
| 5 |
Bank of New York Mellon
New York
|
+$63.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$380K |
| 2 |
JP Morgan Chase
New York
|
-$250K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$214K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$124K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $2.06K | +$2K | +81 | New |
|
|
52
Citadel Advisors
Miami,
Florida
| – | -$380K | -13,963 | Closed |
|
|
53
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$214K | -7,852 | Closed |
|
|
54
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$118K | -4,339 | Closed |
|
|
AIG
55
American International Group
New York
| – | -$97.6K | -3,588 | Closed |
|
|
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$11.2K | -411 | Closed |
|
|
AWM
57
Avior Wealth Management
Omaha,
Nebraska
| – | -$27 | -1 | Closed |
|
|
C
58
Covestor
London,
United Kingdom
| – | +$247 | +10 | New |
|
59
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$396 | +16 | +533% |
|
NWFL Hedge Fund Activity: Q2 2024 in Review
53 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q2 2024, worth a combined $47.8M — down 23% from $62.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NWFL and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 18 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.52M. The largest seller was Citadel Advisors, exiting entirely with an estimated $380K sold.
- 53 institutional investors held Norwood Financial Corp (NWFL) as of Q2 2024, down from 56 in Q1 2024.
- Funds reported $47.8M of Norwood Financial Corp stock for Q2 2024, down 23% quarter-over-quarter.
- 5 funds opened new Norwood Financial Corp positions in Q2 2024 and 6 closed out, a net change of -1 holder.
- The largest Norwood Financial Corp buyer in Q2 2024 was Cetera Investment Advisers, an estimated $1.52M added.
- The largest Norwood Financial Corp seller in Q2 2024 was Citadel Advisors, an estimated $380K sold.
Based on aggregated 13F filings for Q2 2024.