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Bridgewater Bancshares
BWB

93 hedge funds and large institutions have $225M invested in Bridgewater Bancshares in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 90 → 93 (+3)

1.79% more ownership

Funds ownership: 47.78% → 49.56% (+1.8%)

4% more capital invested

Capital invested by funds: $216M → $225M (+$9.4M)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
29
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.83M
2
AWM
AE Wealth Management
Kansas
+$1.14M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.09M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$965K
5
Citadel Advisors
Citadel Advisors
Florida
+$571K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.09M
2
BFC
Banc Funds Company
Illinois
-$992K
3
MCM
Maltese Capital Management
New York
-$591K
4
BlackRock
BlackRock
New York
-$569K
5
EC
EJF Capital
Virginia
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
26
Elgethun Capital Management
South Dakota
$2.26M -$236K -13,796 -9%
American Century Companies
27
American Century Companies
Missouri
$2.11M +$126K +7,341 +6%
PRCP
28
Pacific Ridge Capital Partners
Oregon
$1.43M +$1.54K +90 +0.1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.27M +$95.9K +5,602 +8%
Victory Capital Management
30
Victory Capital Management
Texas
$1.19M -$101K -5,890 -8%
Ameriprise
31
Ameriprise
Minnesota
$1.18M +$84.5K +4,937 +7%
N
32
Nuveen
North Carolina
$1.15M -$26.6K -1,554 -2%
FP
33
Foundry Partners
Minnesota
$1.14M +$16.8K +980 +1%
AWM
34
AE Wealth Management
Kansas
$1.09M +$1.14M +66,415 New
Morgan Stanley
35
Morgan Stanley
New York
$1.02M +$72.2K +4,216 +7%
Charles Schwab
36
Charles Schwab
California
$889K -$154 -9 -0%
EVC
37
Eidelman Virant Capital
Missouri
$776K +$171K +10,000 +27%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$761K -$54.1K -3,157 -6%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$715K +$59.9K +3,500 +9%
WCA
40
Waypoint Capital Advisors
Minnesota
$659K – – –
Millennium Management
41
Millennium Management
New York
$618K +$151K +8,811 +31%
Citadel Advisors
42
Citadel Advisors
Florida
$549K +$571K +33,363 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$537K -$223K -13,001 -29%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$492K +$30.4K +1,778 +6%
AF
45
Advisornet Financial
Minnesota
$467K -$48.4K -2,829 -9%
Two Sigma Investments
46
Two Sigma Investments
New York
$464K +$240K +14,042 +100%
Invesco
47
Invesco
Georgia
$420K -$105K -6,149 -19%
DWA
48
Dougherty Wealth Advisers
Minnesota
$412K – – –
MFIM
49
Mesirow Financial Investment Management
Illinois
$394K – – –
Assenagon Asset Management
50
Assenagon Asset Management
Luxembourg
$366K – – –
1
2
3 4

BWB Hedge Fund Activity: Q3 2022 in Review

93 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q3 2022, worth a combined $225M — up 4.4% from $216M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWB positions and 7 closed out — a net gain of 3 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.83M. The largest seller was Renaissance Technologies, cutting an estimated $1.09M.

  • 93 institutional investors held Bridgewater Bancshares (BWB) as of Q3 2022, up from 90 in Q2 2022.
  • Funds reported $225M of Bridgewater Bancshares stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 10 funds opened new Bridgewater Bancshares positions in Q3 2022 and 7 closed out, a net change of +3 holders.
  • The largest Bridgewater Bancshares buyer in Q3 2022 was Fidelity Investments, an estimated $1.83M added.
  • The largest Bridgewater Bancshares seller in Q3 2022 was Renaissance Technologies, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2022.