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Norwood Financial Corp
NWFL

Overview Fund Activity

25 hedge funds and large institutions have $13.8M invested in Norwood Financial Corp in 2016 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$590K
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$493K
3
BCM
BHZ Capital Management
California
+$284K
4
PWW
Pettyjohn Wood & White
Virginia
+$208K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$113K

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$570K
2
BF
BOK Financial
Oklahoma
-$226K
3
CAN
Cetera Advisor Networks
California
-$221K
4
UBS Group
UBS Group
Switzerland
-$41.1K
5
CB
Community Bank
New York
-$18.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.39M +$493K +22,335 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.03M +$47.3K +2,142 +5%
SCP
3
Siena Capital Partners
Illinois
$719K +$719K +32,561 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$602K – – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$590K +$590K +26,711 New
MA
6
Minerva Advisors
Pennsylvania
$469K – – –
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$416K – – –
Creative Planning
8
Creative Planning
Kansas
$380K -$570K -25,823 -60%
BIP
9
Brandes Investment Partners
California
$346K – – –
Northern Trust
10
Northern Trust
Illinois
$332K +$11.6K +523 +4%
BIT
11
BlackRock Institutional Trust
California
$319K – – –
BCM
12
BHZ Capital Management
California
$284K +$284K +12,843 New
PFSC
13
Peoples Financial Services Corp
Pennsylvania
$213K – – –
PWW
14
Pettyjohn Wood & White
Virginia
$208K +$208K +9,405 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$125K +$113K +5,104 +958%
UBS Group
16
UBS Group
Switzerland
$110K -$41.1K -1,855 -27%
CB
17
Community Bank
New York
$50K -$18.7K -841 -27%
BA
18
BlackRock Advisors
Delaware
$45K +$16.3K +732 +57%
Deutsche Bank
19
Deutsche Bank
Germany
$40K +$36.7K +1,695 +1,130%
MFS
20
MSI Financial Services
Massachusetts
$36K – – –
BFA
21
BlackRock Fund Advisors
California
$25K – – –
BIM
22
BlackRock Investment Management
Delaware
$17K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$13K – – –
BF
24
BOK Financial
Oklahoma
– -$226K -11,640 Closed
CAN
25
Cetera Advisor Networks
California
– -$221K -11,409 Closed
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