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Norwood Financial Corp

47 hedge funds and large institutions have $49.9M invested in Norwood Financial Corp in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4547 (+2)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.78% more ownership

Funds ownership: 19.97%20.75% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $50.9M → $49.9M (-$974K)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.5M +$3.8M +115,307 +37%
NF
2
Norwood Financial
Pennsylvania
$11.7M -$6.59K -200 -0.1%
FL
3
Fourthstone LLC
Missouri
$3.52M -$3.23M -97,958 -45%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.98M -$60.7K -1,843 -2%
Millennium Management
5
Millennium Management
New York
$2.14M +$1.24M +37,569 +107%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.05M +$82.5K +2,506 +4%
BlackRock
7
BlackRock
New York
$1.64M +$28K +851 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.45M +$565K +17,143 +53%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.31M +$630K +19,143 +75%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.27M -$24.7K -750 -2%
Morgan Stanley
11
Morgan Stanley
New York
$815K +$324K +9,845 +55%
BCM
12
Bridgeway Capital Management
Texas
$751K -$19.8K -600 -2%
Jane Street
13
Jane Street
New York
$688K +$569K +17,276 +283%
State Street
14
State Street
Massachusetts
$684K +$23.1K +700 +3%
SFS
15
Strategic Financial Services
New York
$628K
Northern Trust
16
Northern Trust
Illinois
$480K -$6.59K -200 -1%
MA
17
Minerva Advisors
Pennsylvania
$402K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$395K
HF
19
HRT Financial
New York
$391K +$439K +13,324 New
CAN
20
Cetera Advisor Networks
California
$382K +$790 +24 +0.2%
Goldman Sachs
21
Goldman Sachs
New York
$351K +$393K +11,946 New
RA
22
Raffles Associates
New York
$346K -$39.5K -1,200 -9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$293K -$10K -305 -3%
LPL Financial
24
LPL Financial
California
$273K
American Century Companies
25
American Century Companies
Missouri
$272K +$306K +9,295 New

NWFL Hedge Fund Activity: Q1 2023 in Review

47 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q1 2023, worth a combined $49.9M — down 1.9% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NWFL positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.8M. The largest seller was Fourthstone LLC, cutting an estimated $3.23M.

  • 47 institutional investors held Norwood Financial Corp (NWFL) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $49.9M of Norwood Financial Corp stock for Q1 2023, down 1.9% quarter-over-quarter.
  • 6 funds opened new Norwood Financial Corp positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Norwood Financial Corp buyer in Q1 2023 was Vanguard Group, an estimated $3.8M added.
  • The largest Norwood Financial Corp seller in Q1 2023 was Fourthstone LLC, an estimated $3.23M sold.

Based on aggregated 13F filings for Q1 2023.