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Norwood Financial Corp
NWFL

51 hedge funds and large institutions have $63M invested in Norwood Financial Corp in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

26% more capital invested

Capital invested by funds: $49.9M → $63M (+$13.1M)

9% more funds holding

Funds holding: 47 → 51 (+4)

5.55% more ownership

Funds ownership: 20.75% → 26.3% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
20
Reduced
8
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$12M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.96M
3
NF
Norwood Financial
Pennsylvania
+$1.79M
4
State Street
State Street
Massachusetts
+$1.56M
5
Northern Trust
Northern Trust
Illinois
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.52M
2
Millennium Management
Millennium Management
New York
-$2.14M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$451K
5
Jane Street
Jane Street
New York
-$420K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$14.5M +$12M +436,855 +784%
NF
2
Norwood Financial
Pennsylvania
$13.7M +$1.79M +65,230 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.1M -$451K -16,469 -4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.17M +$1.96M +71,473 +103%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.04M +$41K +1,498 +1%
State Street
6
State Street
Massachusetts
$2.37M +$1.56M +56,857 +245%
Northern Trust
7
Northern Trust
Illinois
$1.85M +$1.26M +46,173 +283%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.3M +$21.9K +800 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.15M -$286K -10,437 -21%
BCM
10
Bridgeway Capital Management
Texas
$1.11M +$329K +12,014 +47%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$821K +$489K +17,855 +179%
SFS
12
Strategic Financial Services
New York
$659K – – –
Charles Schwab
13
Charles Schwab
California
$589K +$546K +19,937 New
Morgan Stanley
14
Morgan Stanley
New York
$535K -$263K -9,593 -35%
MA
15
Minerva Advisors
Pennsylvania
$403K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$402K +$4.96K +181 +1%
CAN
17
Cetera Advisor Networks
California
$380K -$3.21K -117 -0.9%
N
18
Nuveen
North Carolina
$283K +$265K +9,670 New
American Century Companies
19
American Century Companies
Missouri
$283K +$7.5K +274 +3%
LPL Financial
20
LPL Financial
California
$274K – – –
Stifel Financial
21
Stifel Financial
Missouri
$271K – – –
Jane Street
22
Jane Street
New York
$238K -$420K -15,323 -66%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$235K +$218K +7,968 New
CBFP
24
Cedar Brook Financial Partners
Ohio
$218K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$216K +$34.7K +1,267 +21%
1
2 3

NWFL Hedge Fund Activity: Q2 2023 in Review

51 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q2 2023, worth a combined $63M — up 26% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NWFL positions and 8 closed out — a net gain of 4 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $12M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $3.52M sold.

  • 51 institutional investors held Norwood Financial Corp (NWFL) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $63M of Norwood Financial Corp stock for Q2 2023, up 26% quarter-over-quarter.
  • 12 funds opened new Norwood Financial Corp positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Norwood Financial Corp buyer in Q2 2023 was BlackRock, an estimated $12M added.
  • The largest Norwood Financial Corp seller in Q2 2023 was Fourthstone LLC, an estimated $3.52M sold.

Based on aggregated 13F filings for Q2 2023.