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Bridgewater Bancshares
BWB

87 hedge funds and large institutions have $143M invested in Bridgewater Bancshares in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $131M → $143M (+$12.2M)

4% more funds holding

Funds holding: 84 → 87 (+3)

2.1% more ownership

Funds ownership: 46.4% → 48.5% (+2.1%)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
34
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.1M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$899K
3
WCM
Wedge Capital Management
North Carolina
+$617K
4
ECM
Elgethun Capital Management
South Dakota
+$586K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$450K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$1.18M
2
BlackRock
BlackRock
New York
-$1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$791K
4
JP Morgan Chase
JP Morgan Chase
New York
-$427K
5
BFC
Banc Funds Company
Illinois
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$983K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$967K -$51.9K -5,361 -5%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$906K -$55.2K -5,700 -6%
WG
29
Winton Group
United Kingdom
$808K +$241K +24,875 +46%
MPAM
30
Monarch Partners Asset Management
Massachusetts
$803K – – –
MSL
31
Mackay Shields LLC
New York
$792K +$366K +37,800 +96%
AL
32
AJO LP
Pennsylvania
$781K +$78.1K +8,072 +12%
Wells Fargo
33
Wells Fargo
California
$762K +$247K +25,565 +52%
EVC
34
Eidelman Virant Capital
Missouri
$747K – – –
Goldman Sachs
35
Goldman Sachs
New York
$747K +$153K +15,776 +28%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$730K -$12.6K -1,300 -2%
WCM
37
Wedge Capital Management
North Carolina
$654K +$617K +63,762 New
BPM
38
Bowling Portfolio Management
Ohio
$644K -$108K -11,212 -15%
ECM
39
Elgethun Capital Management
South Dakota
$620K +$586K +60,533 New
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$614K +$23.2K +2,397 +4%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$597K +$102K +10,555 +22%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$535K +$40.5K +4,188 +8%
AIS
43
AlphaOne Investment Services
Pennsylvania
$527K +$43.3K +4,470 +10%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$501K +$257K +26,600 +119%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$494K -$2.56K -264 -0.5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$469K – – –
Russell Investments Group
47
Russell Investments Group
United Kingdom
$447K +$171K +17,681 +67%
Invesco
48
Invesco
Georgia
$399K +$127K +13,095 +51%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$385K +$21.2K +2,195 +6%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$371K +$234K +24,206 +201%
1
2
3 4

BWB Hedge Fund Activity: Q2 2020 in Review

87 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2020, worth a combined $143M — up 9.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BWB positions and 7 closed out — a net gain of 4 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $3.1M. The largest seller was Victory Capital Management, cutting an estimated $1.18M.

  • 87 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2020, up from 84 in Q1 2020.
  • Funds reported $143M of Bridgewater Bancshares stock for Q2 2020, up 9.3% quarter-over-quarter.
  • 11 funds opened new Bridgewater Bancshares positions in Q2 2020 and 7 closed out, a net change of +4 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2020 was Thrivent Financial for Lutherans, an estimated $3.1M added.
  • The largest Bridgewater Bancshares seller in Q2 2020 was Victory Capital Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2020.