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Bridgewater Bancshares
BWB

73 hedge funds and large institutions have $149M invested in Bridgewater Bancshares in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

17% more capital invested

Capital invested by funds: $127M → $149M (+$21.9M)

1.98% more ownership

Funds ownership: 41.07% → 43.05% (+2%)

1% more funds holding

Funds holding: 72 → 73 (+1)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
30
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKIM
GW&K Investment Management
Massachusetts
+$4.29M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.97M
3
SCA
Stieven Capital Advisors
Missouri
+$1.57M
4
DWA
Dougherty Wealth Advisers
Minnesota
+$1.03M
5
BFC
Banc Funds Company
Illinois
+$956K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$2.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.68M
3
ECA
Endeavour Capital Advisors
Connecticut
-$1.62M
4
MCM
Maltese Capital Management
New York
-$1.09M
5
Two Sigma Investments
Two Sigma Investments
New York
-$519K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$180K +$91.7K +8,422 +119%
AIG
52
American International Group
New York
$171K +$544 +50 +0.3%
AI
53
Accredited Investors
Minnesota
$156K -$60.6K -5,566 -29%
MIM
54
MetLife Investment Management
New Jersey
$133K – – –
Squarepoint
55
Squarepoint
New York
$132K +$124K +11,421 New
CCM
56
Carlson Capital Management
Minnesota
$129K – – –
AG
57
Aperio Group
California
$122K -$795 -73 -0.7%
SWM
58
Stockman Wealth Management
Montana
$115K – – –
JFA
59
JNBA Financial Advisors
Minnesota
$104K +$98K +9,000 New
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$81.5K – – –
JP Morgan Chase
61
JP Morgan Chase
New York
$73K +$229 +21 +0.3%
UBS Group
62
UBS Group
Switzerland
$71K +$50.5K +4,634 +308%
Citigroup
63
Citigroup
New York
$69K +$2.37K +218 +4%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K – – –
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$43.5K -$12.3K -1,134 -23%
Legal & General Group
66
Legal & General Group
United Kingdom
$42K – – –
PAM
67
Panagora Asset Management
Massachusetts
$27K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$23K +$21.6K +1,980 +99,000%
AIP
69
Ameritas Investment Partners
Nebraska
$22K – – –
SO
70
STRS Ohio
Ohio
$16K – – –
PCM
71
Prelude Capital Management
New York
$13K +$12.4K +1,136 New
NFG
72
Next Financial Group
Texas
$2K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$1K -$9.98K -917 -90%
BCM
74
Basswood Capital Management
New York
– -$2.62M -253,716 Closed
MCM
75
Maltese Capital Management
New York
– -$1.09M -105,595 Closed
1 2
3
4

BWB Hedge Fund Activity: Q2 2019 in Review

73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2019, worth a combined $149M — up 17% from $127M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BWB positions and 7 closed out — a net gain of 4 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $4.29M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.62M sold.

  • 73 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2019, up from 72 in Q1 2019.
  • Funds reported $149M of Bridgewater Bancshares stock for Q2 2019, up 17% quarter-over-quarter.
  • 11 funds opened new Bridgewater Bancshares positions in Q2 2019 and 7 closed out, a net change of +4 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2019 was GW&K Investment Management, an estimated $4.29M added.
  • The largest Bridgewater Bancshares seller in Q2 2019 was Basswood Capital Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2019.