Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Norwood Financial Corp (NWFL)

109 + Investors. Track Smart Money conviction in NWFL. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
7Q ▲
Buyers last Q
69%

Smart Money Signals — NWFL

Based on 102 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added NWFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
102 hedge funds hold NWFL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 69% buying

63 buying28 selling
Last quarter: 63 funds were net buyers (19 opened a brand new position + 44 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new NWFL position: 7 → 16 → 13 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 25% medium 29% new
47 out of 102 hedge funds have held NWFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +49% but shares only +27% — price-driven

Value
+49%
Shares
+27%
Last quarter: the total dollar value of institutional holdings rose +49%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

10 → 7 → 16 → 13 → 19 new funds/Q
New funds entering each quarter: 7 → 16 → 13 → 19. A growing number of institutions are discovering NWFL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 35% newcomers

54% veterans 11% 1-2yr 35% new
Entry-cohort mix of 102 holders: 55 (54%) are 2+ year veterans, 11 entered 1–2 years ago, and 36 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
31 of 102 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in NWFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NWFL

In 2026 Q1, 63 hedge funds were net buyers of NWFL (19 opened a new position, 44 added to an existing one), while 28 reduced or exited (17 trimmed, 11 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in NWFL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 102.

Hedge Fund Ownership: NWFL

How many hedge funds hold NWFL — quarterly history vs. share price
Quarterly hedge fund ownership of NWFL vs. share price

Market Analysis: NWFL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NWFL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Norwood Financial Corp (NWFL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NWFL has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 53d ago
NWFL
+5.1%
XLF
+7.2%

NWFL outperformed XLF by -2.1% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 8d ago
NWFL
-2.1%
XLF
-1.2%

Since the filing became public, NWFL outperformed XLF by -0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: NWFL
109 + Investors

Track Smart Money conviction in NWFL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 102 6.86%
13F Shares 4M 5M -10.34%
Total Value $140M $161M -13.0%
New Positions 19 19 -
Increased Positions 45 44 +1
Closed Positions 12 11 +1
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NWFL

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Institutional Holders (2026 Q2)

109 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NWFL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NWFL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bulldog Investors, LLP 1.20% 170,000 $5.5M
2 Minerva Advisors LLC 0.58% 28,580 $919K
3 Raffles Associates LP 0.32% 10,949 $352K
4 Cornerstone Wealth Group, LLC 0.32% 166,585 $5.4M
5 Eagle Wealth Strategies LLC 0.29% 23,528 $756K
6 Alliance Wealth Advisors, LLC 0.15% 14,364 $462K
7 Stonebridge Financial Group, LLC 0.14% 57,261 $1.8M
8 John G Ullman & Associates Inc 0.06% 14,600 $469K
9 Peoples Financial Services CORP. 0.05% 3,555 $114K
10 De Lisle Partners LLP 0.03% 8,908 $286K
11 Martingale Asset Management L P 0.02% 30,494 $980K
12 Segall Bryant & Hamill, LLC 0.02% 59,624 $1.9M
13 Community Bank, N.A. 0.02% 5,497 $177K
14 Gateway Wealth Partners, LLC 0.02% 8,811 $283K
15 Bailard, INC. 0.01% 22,724 $731K
16 Bridgeway Capital Management, LLC 0.01% 10,276 $330K
17 Bangor Savings Bank 0.01% 2,245 $72K
18 Quadrature Capital Ltd 0.01% 19,142 $615K
19 Manufacturers Life Insurance Company, the 0.00% 174,278 $5.6M
20 Nbt Bank, N.A. 0.00% 2,011 $65K
21 Los Angeles Capital Management LLC 0.00% 33,893 $1.1M
22 Signature Estate & Investment Advisors LLC 0.00% 6,741 $217K
23 XTX Topco Ltd 0.00% 8,618 $277K
24 Wellington Management Group LLP 0.00% 567,505 $18.2M
25 Triumph Capital Management 0.00% 500 $16K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Norwood Financial Corp (NWFL)

What does the Smart Money Trend signal show for NWFL?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added NWFL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NWFL?

More buyers than sellers — 69% buying: Last quarter: 63 funds were net buyers (19 opened a brand new position + 44 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NWFL holders?

Elite ownership — 49% AUM from top-100 funds: 31 of 102 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in NWFL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NWFL?

46% of holders stayed for 2+ years: 47 out of 102 hedge funds have held NWFL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Norwood Financial Corp (NWFL) following the 2026 Q2 hedge fund 13F filings?

As of today, NWFL has moved -2.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of -0.9%. Since the quarter end (June 30, 2026), NWFL has gained +5.1% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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