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Norwood Financial Corp

68 hedge funds and large institutions have $84.2M invested in Norwood Financial Corp in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

54% more capital invested

Capital invested by funds: $54.7M → $84.2M (+$29.5M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

15% more funds holding

Funds holding: 5968 (+9)

9.55% more ownership

Funds ownership: 24.51%34.06% (+9.6%)

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.8M +$18M +618,052 New
BlackRock
2
BlackRock
New York
$16.1M +$723K +24,818 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.5M +$18.1K +622 +0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.84M +$5.18M +177,912 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.53M +$23.6K +811 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.9M +$87.9K +3,017 +3%
State Street
7
State Street
Massachusetts
$2.69M -$26.6K -914 -0.9%
EC
8
EJF Capital
Virginia
$2.12M +$2.27M +78,075 New
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.09M +$2.24M +76,910 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.04M -$288K -9,882 -12%
Northern Trust
11
Northern Trust
Illinois
$1.8M +$135K +4,652 +8%
JAM
12
Jacobs Asset Management
New York
$1.67M +$1.79M +61,423 New
Raymond James Financial
13
Raymond James Financial
Florida
$1.39M +$1.49M +51,247 New
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.29M +$1.38M +47,500 New
Renaissance Technologies
15
Renaissance Technologies
New York
$1.17M -$32K -1,100 -3%
CW
16
Code Waechter
Florida
$758K -$48.7K -1,672 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$716K +$361K +12,392 +89%
Morgan Stanley
18
Morgan Stanley
New York
$706K -$95.4K -3,275 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$682K -$54.9K -1,884 -7%
EWS
20
Eagle Wealth Strategies
New Jersey
$640K
Goldman Sachs
21
Goldman Sachs
New York
$565K +$71.3K +2,448 +13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$559K -$115K -3,947 -16%
Charles Schwab
23
Charles Schwab
California
$559K
BCM
24
Bridgeway Capital Management
Texas
$558K -$222K -7,638 -27%
RA
25
Raffles Associates
New York
$544K +$583K +20,000 New

NWFL Hedge Fund Activity: Q4 2024 in Review

68 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Norwood Financial Corp (NWFL) for Q4 2024, worth a combined $84.2M — up 54% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NWFL positions and 4 closed out — a net gain of 10 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $355K sold.

  • 68 institutional investors held Norwood Financial Corp (NWFL) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $84.2M of Norwood Financial Corp stock for Q4 2024, up 54% quarter-over-quarter.
  • 14 funds opened new Norwood Financial Corp positions in Q4 2024 and 4 closed out, a net change of +10 holders.
  • The largest Norwood Financial Corp buyer in Q4 2024 was Wellington Management Group, an estimated $18M added.
  • The largest Norwood Financial Corp seller in Q4 2024 was Citadel Advisors, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2024.