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Bridgewater Bancshares
BWB

90 hedge funds and large institutions have $244M invested in Bridgewater Bancshares in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

1.09% more ownership

Funds ownership: 48.2% → 49.29% (+1.1%)

3% more capital invested

Capital invested by funds: $238M → $244M (+$6.59M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 91 → 90 (-1)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$1.56M
2
EI
EAM Investors
California
+$1.51M
3
TWM
Tradition Wealth Management
Minnesota
+$1M
4
Ameriprise
Ameriprise
Minnesota
+$819K
5
Millennium Management
Millennium Management
New York
+$572K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.39M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.81M
3
LSV Asset Management
LSV Asset Management
Illinois
-$1.12M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.04M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$1.69M +$309K +17,267 +22%
PRCP
27
Pacific Ridge Capital Partners
Oregon
$1.54M – – –
EI
28
EAM Investors
California
$1.5M +$1.51M +84,526 New
GCM
29
Gator Capital Management
Florida
$1.43M +$1.45M +81,085 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.36M -$64.3K -3,598 -4%
American Century Companies
31
American Century Companies
Missouri
$1.31M +$341K +19,088 +35%
EVC
32
Eidelman Virant Capital
Missouri
$1.24M -$9.83K -550 -0.8%
Millennium Management
33
Millennium Management
New York
$1.23M +$572K +31,979 +85%
FP
34
Foundry Partners
Minnesota
$1.23M -$42.8K -2,395 -3%
Ameriprise
35
Ameriprise
Minnesota
$1.17M +$819K +45,805 +227%
Victory Capital Management
36
Victory Capital Management
Texas
$1.15M +$68.9K +3,852 +6%
N
37
Nuveen
North Carolina
$1.11M -$156K -8,710 -12%
PPA
38
Parametric Portfolio Associates
Washington
$1.1M +$40.4K +2,257 +4%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$988K -$131K -7,341 -12%
Charles Schwab
40
Charles Schwab
California
$984K +$33K +1,846 +3%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$936K +$24.3K +1,361 +3%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$928K -$179K -10,007 -16%
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$744K -$154K -8,629 -17%
WCA
44
Waypoint Capital Advisors
Minnesota
$708K +$715K +40,000 New
Two Sigma Advisers
45
Two Sigma Advisers
New York
$642K +$39.3K +2,200 +6%
AF
46
Advisornet Financial
Minnesota
$552K – – –
MFIM
47
Mesirow Financial Investment Management
Illinois
$548K – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$507K -$10.9K -610 -2%
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$471K – – –
Invesco
50
Invesco
Georgia
$469K -$54.3K -3,039 -10%
1
2
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BWB Hedge Fund Activity: Q4 2021 in Review

90 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2021, worth a combined $244M — up 2.8% from $238M a quarter earlier.

Fund positioning in BWB was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 31 added to existing stakes and 27 trimmed.

The largest buyer was EJF Capital, adding an estimated $1.56M. The largest seller was Vanguard Group, cutting an estimated $2.39M.

  • 90 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2021, down from 91 in Q3 2021.
  • Funds reported $244M of Bridgewater Bancshares stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 8 funds opened new Bridgewater Bancshares positions in Q4 2021 and 8 closed out, a net change of 0 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2021 was EJF Capital, an estimated $1.56M added.
  • The largest Bridgewater Bancshares seller in Q4 2021 was Vanguard Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2021.