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Norwood Financial Corp
NWFL

23 hedge funds and large institutions have $11M invested in Norwood Financial Corp in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding

Funds holding: 20 → 23 (+3)

9% more capital invested

Capital invested by funds: $10.1M → $11M (+$882K)

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
+$222K
2
CAN
Cetera Advisor Networks
California
+$217K
3
CB
Community Bank
New York
+$16K
4
BFA
BlackRock Fund Advisors
California
+$1.64K
5
Bank of America
Bank of America
North Carolina
+$1.18K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.58K
2
Deutsche Bank
Deutsche Bank
Germany
-$7.87K
3
UBS Group
UBS Group
Switzerland
-$5.3K
4
Northern Trust
Northern Trust
Illinois
-$2.23K
5
TRCT
Tower Research Capital (TRC)
New York
-$2.23K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.09M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$865K – – –
Creative Planning
3
Creative Planning
Kansas
$834K – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$532K – – –
MA
5
Minerva Advisors
Pennsylvania
$429K – – –
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$366K -$8.58K -450 -2%
BIP
7
Brandes Investment Partners
California
$303K – – –
Northern Trust
8
Northern Trust
Illinois
$281K -$2.23K -117 -0.8%
BIT
9
BlackRock Institutional Trust
California
$280K – – –
BF
10
BOK Financial
Oklahoma
$226K +$222K +11,640 New
PFSC
11
Peoples Financial Services Corp
Pennsylvania
$221K – – –
CAN
12
Cetera Advisor Networks
California
$221K +$217K +11,409 New
UBS Group
13
UBS Group
Switzerland
$133K -$5.3K -278 -4%
CB
14
Community Bank
New York
$60K +$16K +841 +37%
MFS
15
MSI Financial Services
Massachusetts
$31K – – –
BA
16
BlackRock Advisors
Delaware
$25K – – –
BFA
17
BlackRock Fund Advisors
California
$22K +$1.64K +86 +8%
BIM
18
BlackRock Investment Management
Delaware
$14K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$12K -$2.23K -117 -16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10K – – –
Morgan Stanley
21
Morgan Stanley
New York
$6K – – –
Deutsche Bank
22
Deutsche Bank
Germany
$2K -$7.87K -413 -73%
Bank of America
23
Bank of America
North Carolina
$1K +$1.18K +62 New

NWFL Hedge Fund Activity: Q3 2016 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q3 2016, worth a combined $11M — up 8.7% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NWFL positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 5 trimmed.

The largest buyer was BOK Financial, opening a new position worth an estimated $222K. The largest seller was PNC Financial Services Group, cutting an estimated $8.58K.

  • 23 institutional investors held Norwood Financial Corp (NWFL) as of Q3 2016, up from 20 in Q2 2016.
  • Funds reported $11M of Norwood Financial Corp stock for Q3 2016, up 8.7% quarter-over-quarter.
  • 3 funds opened new Norwood Financial Corp positions in Q3 2016 and 0 closed out, a net change of +3 holders.
  • The largest Norwood Financial Corp buyer in Q3 2016 was BOK Financial, an estimated $222K added.
  • The largest Norwood Financial Corp seller in Q3 2016 was PNC Financial Services Group, an estimated $8.58K sold.

Based on aggregated 13F filings for Q3 2016.