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Norwood Financial Corp
NWFL

Overview Fund Activity

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
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
0.91%
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
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.8M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$4.84M
3
EC
EJF Capital
Virginia
+$2.12M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$2.09M
5
JAM
Jacobs Asset Management
New York
+$1.67M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$355K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$269K
3
BCM
Bridgeway Capital Management
Texas
-$208K
4
SEIA
Signature Estate & Investment Advisors
California
-$200K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.8M +$16.8M +618,052 New
BlackRock
2
BlackRock
New York
$16.1M +$675K +24,818 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.5M +$16.9K +622 +0.2%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.84M +$4.84M +177,912 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.53M +$22.1K +811 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.9M +$82.1K +3,017 +3%
State Street
7
State Street
Massachusetts
$2.69M -$24.9K -914 -0.9%
EC
8
EJF Capital
Virginia
$2.12M +$2.12M +78,075 New
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.09M +$2.09M +76,910 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.04M -$269K -9,882 -12%
Northern Trust
11
Northern Trust
Illinois
$1.8M +$127K +4,652 +8%
JAM
12
Jacobs Asset Management
New York
$1.67M +$1.67M +61,423 New
Raymond James Financial
13
Raymond James Financial
Florida
$1.39M +$1.39M +51,247 New
EMFAT
14
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.29M +$1.29M +47,500 New
Renaissance Technologies
15
Renaissance Technologies
New York
$1.17M -$29.9K -1,100 -3%
CW
16
Code Waechter
Florida
$758K -$45.5K -1,672 -6%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$716K +$337K +12,392 +89%
Morgan Stanley
18
Morgan Stanley
New York
$706K -$89.1K -3,275 -11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$682K -$51.3K -1,884 -7%
EWS
20
Eagle Wealth Strategies
New Jersey
$640K – – –
Goldman Sachs
21
Goldman Sachs
New York
$565K +$66.6K +2,448 +13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$559K -$107K -3,947 -16%
Charles Schwab
23
Charles Schwab
California
$559K – – –
BCM
24
Bridgeway Capital Management
Texas
$558K -$208K -7,638 -27%
RA
25
Raffles Associates
New York
$544K +$544K +20,000 New
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