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Bridgewater Bancshares
BWB

96 hedge funds and large institutions have $243M invested in Bridgewater Bancshares in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $225M → $243M (+$17.9M)

4% more funds holding

Funds holding: 92 → 96 (+4)

2.1% more ownership

Funds ownership: 49.56% → 51.67% (+2.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
36
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKIM
GW&K Investment Management
Massachusetts
+$5.23M
2
BlackRock
BlackRock
New York
+$3.14M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.11M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.86M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$915K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2.99M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.45M
3
BFC
Banc Funds Company
Illinois
-$1.01M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$641K
5
Millennium Management
Millennium Management
New York
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.4M +$31.6K +1,725 +2%
Ameriprise
27
Ameriprise
Minnesota
$1.26M -$8.43K -460 -0.6%
PRCP
28
Pacific Ridge Capital Partners
Oregon
$1.26M -$293K -15,980 -18%
AWM
29
AE Wealth Management
Kansas
$1.24M +$63.2K +3,451 +5%
FP
30
Foundry Partners
Minnesota
$1.22M -$825 -45 -0.1%
Morgan Stanley
31
Morgan Stanley
New York
$1.21M +$115K +6,301 +10%
Victory Capital Management
32
Victory Capital Management
Texas
$1.19M -$100K -5,460 -8%
LL
33
LWMG LLC
Minnesota
$1.17M +$1.21M +65,900 New
N
34
Nuveen
North Carolina
$1.09M -$147K -8,003 -11%
Charles Schwab
35
Charles Schwab
California
$957K +$293 +16 +0%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$909K +$342K +18,640 +57%
Swiss National Bank
37
Swiss National Bank
Switzerland
$886K +$915K +49,938 New
Russell Investments Group
38
Russell Investments Group
United Kingdom
$826K +$5.37K +293 +0.6%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$805K +$36.6K +2,000 +5%
Invesco
40
Invesco
Georgia
$747K +$304K +16,585 +65%
WCA
41
Waypoint Capital Advisors
Minnesota
$710K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$700K +$207K +11,281 +40%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$529K -$1.04K -57 -0.2%
AF
44
Advisornet Financial
Minnesota
$503K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$479K +$106K +5,759 +27%
Citadel Advisors
46
Citadel Advisors
Florida
$479K -$117K -6,370 -19%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$462K +$330K +18,025 +224%
DWA
48
Dougherty Wealth Advisers
Minnesota
$444K – – –
MFIM
49
Mesirow Financial Investment Management
Illinois
$424K – – –
First Trust Advisors
50
First Trust Advisors
Illinois
$399K +$221K +12,038 +115%
1
2
3 4 5

BWB Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2022, worth a combined $243M — up 8% from $225M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWB positions and 5 closed out — a net gain of 5 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $5.23M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $2.99M sold.

  • 96 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2022, up from 92 in Q3 2022.
  • Funds reported $243M of Bridgewater Bancshares stock for Q4 2022, up 8% quarter-over-quarter.
  • 10 funds opened new Bridgewater Bancshares positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2022 was GW&K Investment Management, an estimated $5.23M added.
  • The largest Bridgewater Bancshares seller in Q4 2022 was Maltese Capital Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2022.