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Norwood Financial Corp
NWFL

23 hedge funds and large institutions have $11.8M invested in Norwood Financial Corp in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

21% more funds holding

Funds holding: 19 → 23 (+4)

6% less capital invested

Capital invested by funds: $12.5M → $11.8M (-$765K)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.4M
2
Morgan Stanley
Morgan Stanley
New York
+$169K
3
U
UBS
Switzerland
+$60.8K
4
Bessemer Group
Bessemer Group
New Jersey
+$34.3K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$22.1K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.58M
2
CCA
Catalyst Capital Advisors
New York
-$57K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.95M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.69M +$1.4M +75,000 +100%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.03M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$723K +$22.1K +1,188 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$552K – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$434K – – –
MA
7
Minerva Advisors
Pennsylvania
$395K – – –
PFSC
8
Peoples Financial Services Corp
Pennsylvania
$348K +$361K +19,421 New
BIT
9
BlackRock Institutional Trust
California
$311K – – –
CNC
10
Citizens & Northern Corp
Pennsylvania
$307K – – –
Northern Trust
11
Northern Trust
Illinois
$277K +$2.08K +112 +0.7%
SB
12
Suntrust Banks
Georgia
$262K – – –
Morgan Stanley
13
Morgan Stanley
New York
$163K +$169K +9,090 New
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$79K – – –
Bank of America
15
Bank of America
North Carolina
$76K +$539 +29 +0.7%
U
16
UBS
Switzerland
$59K +$60.8K +3,270 New
CFS
17
Community Financial System
New York
$40K – – –
Bessemer Group
18
Bessemer Group
New Jersey
$34K +$34.3K +1,845 New
BA
19
BlackRock Advisors
Delaware
$23K – – –
TRCT
20
Tower Research Capital (TRC)
New York
$13K +$13.6K +731 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 +$7.59K +408 +232%
MI
22
M3F Inc
Utah
– -$1.58M -81,903 Closed
CCA
23
Catalyst Capital Advisors
New York
– -$57K -2,946 Closed
Wells Fargo
24
Wells Fargo
California
– +$37 +2 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
– +$446 +24 New

NWFL Hedge Fund Activity: Q4 2013 in Review

23 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2013, worth a combined $11.8M — down 6.1% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NWFL positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 0 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.4M. The largest seller was M3F Inc, exiting entirely with an estimated $1.58M sold.

  • 23 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2013, up from 19 in Q3 2013.
  • Funds reported $11.8M of Norwood Financial Corp stock for Q4 2013, down 6.1% quarter-over-quarter.
  • 7 funds opened new Norwood Financial Corp positions in Q4 2013 and 2 closed out, a net change of +5 holders.
  • The largest Norwood Financial Corp buyer in Q4 2013 was Fidelity Investments, an estimated $1.4M added.
  • The largest Norwood Financial Corp seller in Q4 2013 was M3F Inc, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2013.