We are live on ! Find out more
NWFL icon

Norwood Financial Corp

22 hedge funds and large institutions have $14.1M invested in Norwood Financial Corp in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $13.3M → $14.1M (+$805K)

5% more funds holding

Funds holding: 2122 (+1)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.16M +$690K +36,077 +16%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.19M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.97M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$826K +$19.5K +1,017 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$558K -$25.5K -1,335 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$469K
MA
7
Minerva Advisors
Pennsylvania
$427K
CNC
8
Citizens & Northern Corp
Pennsylvania
$332K
BIT
9
BlackRock Institutional Trust
California
$311K -$12.8K -671 -4%
Northern Trust
10
Northern Trust
Illinois
$308K -$4.67K -244 -2%
PFSC
11
Peoples Financial Services Corp
Pennsylvania
$171K
UBS Group
12
UBS Group
Switzerland
$150K +$148K +7,736 New
Morgan Stanley
13
Morgan Stanley
New York
$55K -$107K -5,586 -66%
CB
14
Community Bank
New York
$44K +$43.1K +2,252 New
MFS
15
MSI Financial Services
Massachusetts
$31K +$30.9K +1,617 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$26K -$2.87K -150 -10%
BA
17
BlackRock Advisors
Delaware
$25K
TRCT
18
Tower Research Capital (TRC)
New York
$6K -$4.71K -246 -44%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6K +$5.74K +300 New
Bank of America
20
Bank of America
North Carolina
$5K -$2.22K -116 -31%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$11 -567 Closed
Wells Fargo
22
Wells Fargo
California
+$38 +2 New

NWFL Hedge Fund Activity: Q4 2014 in Review

22 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2014, worth a combined $14.1M — up 6.1% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NWFL positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 7 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $690K. The largest seller was Morgan Stanley, cutting an estimated $107K.

  • 22 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2014, up from 21 in Q3 2014.
  • Funds reported $14.1M of Norwood Financial Corp stock for Q4 2014, up 6.1% quarter-over-quarter.
  • 5 funds opened new Norwood Financial Corp positions in Q4 2014 and 1 closed out, a net change of +4 holders.
  • The largest Norwood Financial Corp buyer in Q4 2014 was Fidelity Investments, an estimated $690K added.
  • The largest Norwood Financial Corp seller in Q4 2014 was Morgan Stanley, an estimated $107K sold.

Based on aggregated 13F filings for Q4 2014.