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Bridgewater Bancshares
BWB

87 hedge funds and large institutions have $143M invested in Bridgewater Bancshares in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

48% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $131M → $143M (+$12.2M)

4% more funds holding

Funds holding: 84 → 87 (+3)

2.1% more ownership

Funds ownership: 46.4% → 48.5% (+2.1%)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
34
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.1M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$899K
3
WCM
Wedge Capital Management
North Carolina
+$617K
4
ECM
Elgethun Capital Management
South Dakota
+$586K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$450K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$1.18M
2
BlackRock
BlackRock
New York
-$1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$791K
4
JP Morgan Chase
JP Morgan Chase
New York
-$427K
5
BFC
Banc Funds Company
Illinois
-$426K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$361K – – –
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$350K -$93.9K -9,702 -22%
Ameriprise
53
Ameriprise
Minnesota
$308K -$67.2K -6,940 -19%
BA
54
Ballast Advisors
Minnesota
$268K – – –
UBS Group
55
UBS Group
Switzerland
$261K +$120K +12,432 +95%
AF
56
Advisornet Financial
Minnesota
$257K – – –
MFIM
57
Mesirow Financial Investment Management
Illinois
$255K +$4.75K +491 +2%
Millennium Management
58
Millennium Management
New York
$254K +$240K +24,764 New
Morgan Stanley
59
Morgan Stanley
New York
$223K +$44.9K +4,635 +27%
GC
60
Globeflex Capital
California
$220K – – –
American Century Companies
61
American Century Companies
Missouri
$200K +$188K +19,479 New
PPA
62
Parametric Portfolio Associates
Washington
$183K +$65.3K +6,747 +61%
Two Sigma Investments
63
Two Sigma Investments
New York
$179K -$358K -36,961 -68%
AIG
64
American International Group
New York
$138K +$2.31K +239 +2%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$124K – – –
Barclays
66
Barclays
United Kingdom
$124K +$45.4K +4,695 +63%
SG Americas Securities
67
SG Americas Securities
New York
$122K +$116K +11,951 New
MIM
68
MetLife Investment Management
New Jersey
$118K – – –
First Trust Advisors
69
First Trust Advisors
Illinois
$116K -$24.3K -2,507 -18%
AI
70
Accredited Investors
Minnesota
$114K -$7.93K -820 -7%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109K -$51.7K -5,340 -32%
PP
72
PDT Partners
New York
$109K +$103K +10,600 New
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$107K +$100K +10,370 New
Deutsche Bank
74
Deutsche Bank
Germany
$105K +$30.9K +3,194 +46%
SWM
75
Stockman Wealth Management
Montana
$103K – – –
1 2
3
4

BWB Hedge Fund Activity: Q2 2020 in Review

87 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2020, worth a combined $143M — up 9.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BWB positions and 7 closed out — a net gain of 4 holders — while 34 added to existing stakes and 23 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $3.1M. The largest seller was Victory Capital Management, cutting an estimated $1.18M.

  • 87 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2020, up from 84 in Q1 2020.
  • Funds reported $143M of Bridgewater Bancshares stock for Q2 2020, up 9.3% quarter-over-quarter.
  • 11 funds opened new Bridgewater Bancshares positions in Q2 2020 and 7 closed out, a net change of +4 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2020 was Thrivent Financial for Lutherans, an estimated $3.1M added.
  • The largest Bridgewater Bancshares seller in Q2 2020 was Victory Capital Management, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2020.