Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Northwest Bancshares Inc (NWBI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — NWBI

Based on 310 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added NWBI 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
310 hedge funds hold NWBI 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

161 buying113 selling
Last quarter: 161 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 42 → 47 → 39. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
181 out of 310 hedge funds have held NWBI 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 +36% but shares only +5% — price-driven

Value
+35%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +5%. 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.
➡️

Steady discovery — ~39 new funds/quarter

36 → 47 → 42 → 47 → 39 new funds/Q
New funds entering each quarter: 47 → 42 → 47 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 27% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 27% new
Entry-cohort mix of 312 holders: 194 (62%) are 2+ year veterans, 34 entered 1–2 years ago, and 84 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
53 of 310 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in NWBI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — NWBI

In 2026 Q2, 161 hedge funds were net buyers of NWBI (39 opened a new position, 122 added to an existing one), while 113 reduced or exited (77 trimmed, 36 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 74% of total institutional value in NWBI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 310.

Hedge Fund Ownership: NWBI

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

Market Analysis: NWBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NWBI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: NWBI
307 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 307 307 -
13F Shares 102M 100M 2.36%
Total Value $1.53B $1.25B 22.09%
New Positions 39 47 -8
Increased Positions 121 113 +8
Closed Positions 39 36 +3
Reduced Positions 75 87 -12
Total Calls 2 3 -33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NWBI

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Financial Highlights

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Institutional Holders (2026 Q2)

307 + investors

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

QUARTER:
Top 25 NWBI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 2.72% 10,717 $162K
2 Rhino Investment Partners, Inc 1.25% 272,320 $4.1M
3 Intrepid Financial Planning Group LLC 0.94% 182,918 $2.8M
4 Lawood & Co 0.91% 88,854 $1.3M
5 Parrish Capital LLC 0.66% 45,012 $682K
6 Northwest Bancshares, Inc. 0.65% 237,237 $3.6M
7 Teza Capital Management LLC 0.40% 13,755 $209K
8 Minerva Advisors LLC 0.36% 38,000 $576K
9 Hudock, Inc. 0.33% 171,573 $2.6M
10 Bayview Asset Management, LLC 0.28% 92,500 $1.4M
11 Edgestream Partners, L.P. 0.28% 616,980 $9.4M
12 Odyssean, LLC 0.26% 104,983 $1.6M
13 Dana Investment Advisors, Inc. 0.20% 502,644 $7.6M
14 Fund Advisors of America Inc/FL 0.18% 13,160 $200K
15 Post Resch Tallon Group Inc. 0.17% 15,900 $241K
16 Fox Run Management, L.L.C. 0.16% 62,935 $954K
17 Daytona Street Capital LLC 0.16% 14,310 $215K
18 Bank & Trust Co 0.15% 15,287 $232K
19 Blackston Financial Advisory Group, LLC 0.13% 15,519 $235K
20 Atom Investors LP 0.11% 82,675 $1.3M
21 McHugh Group, LLC 0.11% 14,359 $218K
22 Zullo Investment Group, Inc. 0.08% 16,118 $244K
23 Kintra Wealth, LLC 0.08% 98,976 $1.6M
24 Mirabella Financial Services LLP 0.08% 56,192 $852K
25 Millington Securities, LLC 0.08% 22,083 $280K
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 — Northwest Bancshares Inc (NWBI)

What does the Smart Money Trend signal show for NWBI?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added NWBI 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 NWBI?

Slight buying edge — 59% buying: Last quarter: 161 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NWBI holders?

Elite ownership — 74% AUM from top-100 funds: 53 of 310 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in NWBI. 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 NWBI?

58% of holders stayed for 2+ years: 181 out of 310 hedge funds have held NWBI 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.

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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