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Bridgewater Bancshares

65 hedge funds and large institutions have $128M invested in Bridgewater Bancshares in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 6365 (+2)

2% more capital invested

Capital invested by funds: $125M → $128M (+$2.98M)

0% more ownership

Funds ownership: 36.16%36.17% (+0%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.31M

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
26
Reduced
12
Closed
5
Calls
Puts
$1.31M
Net Calls
-$1.31M
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$102K
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$98K
AIG
53
American International Group
New York
$43K +$744 +58 +2%
Barclays
54
Barclays
United Kingdom
$30K +$24.4K +1,901 +527%
AIS
55
AlphaOne Investment Services
Pennsylvania
$30K +$29.2K +2,280 New
WAM
56
Wealthspire Advisors (Maryland)
Maryland
$26K
SO
57
STRS Ohio
Ohio
$18K
Citigroup
58
Citigroup
New York
$18K +$4.68K +365 +37%
UBS Group
59
UBS Group
Switzerland
$18K +$10.2K +794 +137%
Legal & General Group
60
Legal & General Group
United Kingdom
$10K
AIP
61
Ameritas Investment Partners
Nebraska
$5K
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$2.1K -$26 -2 -1%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$2K +$1.29K +101 +337%
GWM
64
Geneos Wealth Management
Colorado
$1K
MWNA
65
Marshall Wace North America
New York
-$973K -76,507 Closed
EGM
66
Engineers Gate Manager
New York
-$142K -11,133 Closed
TRCT
67
Tower Research Capital (TRC)
New York
-$79K -6,289 Closed
LTFS
68
Ladenburg Thalmann Financial Services
Florida
-$20K -1,500 Closed
PIA
69
Piedmont Investment Advisors
North Carolina
-$1K -86 Closed
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
-$13 -1 -3%

BWB Hedge Fund Activity: Q3 2018 in Review

65 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q3 2018, worth a combined $128M — up 2.4% from $125M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWB positions and 5 closed out — a net gain of 2 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $3.8M. The largest seller was Endeavour Capital Advisors, cutting an estimated $4.66M.

  • 65 institutional investors held Bridgewater Bancshares (BWB) as of Q3 2018, up from 63 in Q2 2018.
  • Funds reported $128M of Bridgewater Bancshares stock for Q3 2018, up 2.4% quarter-over-quarter.
  • 7 funds opened new Bridgewater Bancshares positions in Q3 2018 and 5 closed out, a net change of +2 holders.
  • The largest Bridgewater Bancshares buyer in Q3 2018 was Basswood Capital Management, an estimated $3.8M added.
  • The largest Bridgewater Bancshares seller in Q3 2018 was Endeavour Capital Advisors, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2018.