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Norwood Financial Corp
NWFL

59 hedge funds and large institutions have $54.7M invested in Norwood Financial Corp in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

14% more capital invested

Capital invested by funds: $47.8M → $54.7M (+$6.85M)

11% more funds holding

Funds holding: 53 → 59 (+6)

1.24% more ownership

Funds ownership: 23.27% → 24.51% (+1.2%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$490K
2
BlackRock
BlackRock
New York
+$373K
3
Citadel Advisors
Citadel Advisors
Florida
+$344K
4
Morgan Stanley
Morgan Stanley
New York
+$326K
5
JP Morgan Chase
JP Morgan Chase
New York
+$266K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$355K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$165K
3
SFS
Strategic Financial Services
New York
-$78.6K
4
TRCT
Tower Research Capital (TRC)
New York
-$66.8K
5
Osaic Holdings
Osaic Holdings
Arizona
-$61.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$15.6M +$373K +13,942 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7M +$139K +5,201 +1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.57M -$25K -932 -0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.86M +$99.1K +3,702 +4%
State Street
5
State Street
Massachusetts
$2.75M +$64.3K +2,402 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.34M +$830 +31 +0%
Northern Trust
7
Northern Trust
Illinois
$1.7M -$46.6K -1,742 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.33M +$7.39K +276 +0.6%
Renaissance Technologies
9
Renaissance Technologies
New York
$1.21M +$2.68K +100 +0.2%
CW
10
Code Waechter
Florida
$815K +$791K +29,536 New
Morgan Stanley
11
Morgan Stanley
New York
$806K +$326K +12,160 +71%
BCM
12
Bridgeway Capital Management
Texas
$776K -$31.7K -1,183 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$743K +$1.61K +60 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$676K -$165K -6,160 -20%
EWS
15
Eagle Wealth Strategies
New Jersey
$649K – – –
SFS
16
Strategic Financial Services
New York
$589K -$78.6K -2,936 -12%
Charles Schwab
17
Charles Schwab
California
$566K +$16.1K +600 +3%
JGUA
18
John G. Ullman & Associates
New York
$546K -$56.4K -2,107 -10%
Goldman Sachs
19
Goldman Sachs
New York
$505K +$490K +18,303 New
JP Morgan Chase
20
JP Morgan Chase
New York
$384K +$266K +9,950 +251%
MA
21
Minerva Advisors
Pennsylvania
$376K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$371K – – –
N
23
Nuveen
North Carolina
$364K – – –
Citadel Advisors
24
Citadel Advisors
Florida
$355K +$344K +12,857 New
American Century Companies
25
American Century Companies
Missouri
$270K -$1.93K -72 -0.7%
1
2 3

NWFL Hedge Fund Activity: Q3 2024 in Review

59 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q3 2024, worth a combined $54.7M — up 14% from $47.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NWFL positions and 2 closed out — a net gain of 6 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $490K. The largest seller was Invesco, exiting entirely with an estimated $355K sold.

  • 59 institutional investors held Norwood Financial Corp (NWFL) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $54.7M of Norwood Financial Corp stock for Q3 2024, up 14% quarter-over-quarter.
  • 8 funds opened new Norwood Financial Corp positions in Q3 2024 and 2 closed out, a net change of +6 holders.
  • The largest Norwood Financial Corp buyer in Q3 2024 was Goldman Sachs, an estimated $490K added.
  • The largest Norwood Financial Corp seller in Q3 2024 was Invesco, an estimated $355K sold.

Based on aggregated 13F filings for Q3 2024.