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Bridgewater Bancshares
BWB

89 hedge funds and large institutions have $216M invested in Bridgewater Bancshares in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% less ownership

Funds ownership: 48.7% → 47.78% (-0.92%)

6% less capital invested

Capital invested by funds: $229M → $216M (-$13.5M)

8% less funds holding

Funds holding: 97 → 89 (-8)

36% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 36

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
89
Holders Change
-8
Holders Change %
-8.25%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
23
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.61M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.17M
3
Morgan Stanley
Morgan Stanley
New York
+$755K
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$590K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$455K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$1.05M
2
Renaissance Technologies
Renaissance Technologies
New York
-$958K
3
Millennium Management
Millennium Management
New York
-$617K
4
ECM
Elgethun Capital Management
South Dakota
-$567K
5
Citadel Advisors
Citadel Advisors
Florida
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$1.95M +$414K +25,813 +27%
PRCP
27
Pacific Ridge Capital Partners
Oregon
$1.4M -$3.21K -200 -0.2%
Victory Capital Management
28
Victory Capital Management
Texas
$1.26M -$21K -1,310 -2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.16M -$145K -9,013 -11%
N
30
Nuveen
North Carolina
$1.15M +$87.6K +5,458 +8%
FP
31
Foundry Partners
Minnesota
$1.1M – – –
Ameriprise
32
Ameriprise
Minnesota
$1.07M -$7.72K -481 -0.7%
Morgan Stanley
33
Morgan Stanley
New York
$928K +$755K +47,031 +445%
Charles Schwab
34
Charles Schwab
California
$871K -$43K -2,677 -5%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$797K -$5.99K -373 -0.7%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$736K -$335K -20,878 -31%
WCA
37
Waypoint Capital Advisors
Minnesota
$646K – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$644K +$8.03K +500 +1%
EVC
39
Eidelman Virant Capital
Missouri
$604K – – –
Invesco
40
Invesco
Georgia
$510K +$116K +7,216 +30%
AF
41
Advisornet Financial
Minnesota
$504K – – –
Millennium Management
42
Millennium Management
New York
$463K -$617K -38,419 -57%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$454K +$22.9K +1,427 +5%
DWA
44
Dougherty Wealth Advisers
Minnesota
$404K – – –
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$388K -$41.7K -2,600 -10%
MFIM
46
Mesirow Financial Investment Management
Illinois
$386K -$996 -62 -0.3%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$359K -$154K -9,599 -30%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$321K -$18.9K -1,177 -6%
LSV Asset Management
49
LSV Asset Management
Illinois
$318K -$186K -11,568 -37%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$293K +$2.89K +180 +1%
1
2
3 4

BWB Hedge Fund Activity: Q2 2022 in Review

89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2022, worth a combined $216M — down 5.9% from $229M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BWB and 4 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 23 added.

The largest buyer was JP Morgan Chase, adding an estimated $1.61M. The largest seller was EJF Capital, cutting an estimated $1.05M.

  • 89 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2022, down from 97 in Q1 2022.
  • Funds reported $216M of Bridgewater Bancshares stock for Q2 2022, down 5.9% quarter-over-quarter.
  • 4 funds opened new Bridgewater Bancshares positions in Q2 2022 and 9 closed out, a net change of -5 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2022 was JP Morgan Chase, an estimated $1.61M added.
  • The largest Bridgewater Bancshares seller in Q2 2022 was EJF Capital, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2022.