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Bridgewater Bancshares

98 hedge funds and large institutions have $223M invested in Bridgewater Bancshares in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 39 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 2

32% more capital invested

Capital invested by funds: $169M → $223M (+$53.9M)

17% more funds holding

Funds holding: 8498 (+14)

1.27% more ownership

Funds ownership: 47.84%49.11% (+1.3%)

26% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 39

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
29
Reduced
39
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
51
Mesirow Financial Investment Management
Illinois
$508K -$6.19K -419 -1%
MSL
52
Mackay Shields LLC
New York
$494K -$389K -26,334 -46%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$427K +$391K +26,466 New
Invesco
54
Invesco
Georgia
$422K -$57.9K -3,920 -13%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$413K +$14.8K +1,000 +4%
AF
56
Advisornet Financial
Minnesota
$405K
Ameriprise
57
Ameriprise
Minnesota
$384K -$54.6K -3,698 -13%
BA
58
Ballast Advisors
Minnesota
$381K -$36.9K -2,500 -10%
Millennium Management
59
Millennium Management
New York
$353K +$12.7K +858 +4%
WG
60
Winton Group
United Kingdom
$350K +$19.7K +1,335 +7%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$299K +$9.61K +651 +4%
Barclays
62
Barclays
United Kingdom
$295K +$126K +8,502 +87%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$270K
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K -$27.2K -1,841 -11%
Deutsche Bank
65
Deutsche Bank
Germany
$225K -$19.3K -1,310 -9%
First Trust Advisors
66
First Trust Advisors
Illinois
$222K +$38.5K +2,610 +23%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$216K
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$195K
SEI Investments
69
SEI Investments
Pennsylvania
$176K
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$173K +$158K +10,725 New
VOYA Investment Management
71
VOYA Investment Management
Georgia
$171K -$5.46K -370 -3%
SWM
72
Stockman Wealth Management
Montana
$162K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$160K +$66.9K +4,533 +84%
Wells Fargo
74
Wells Fargo
California
$121K -$699K -47,349 -86%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$107K -$17.8K -1,209 -15%

BWB Hedge Fund Activity: Q1 2021 in Review

98 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q1 2021, worth a combined $223M — up 32% from $169M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BWB positions and 2 closed out — a net gain of 14 holders — while 29 added to existing stakes and 39 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $8.81M. The largest seller was EJF Capital, cutting an estimated $7.87M.

  • 98 institutional investors held Bridgewater Bancshares (BWB) as of Q1 2021, up from 84 in Q4 2020.
  • Funds reported $223M of Bridgewater Bancshares stock for Q1 2021, up 32% quarter-over-quarter.
  • 16 funds opened new Bridgewater Bancshares positions in Q1 2021 and 2 closed out, a net change of +14 holders.
  • The largest Bridgewater Bancshares buyer in Q1 2021 was Next Century Growth Investors, an estimated $8.81M added.
  • The largest Bridgewater Bancshares seller in Q1 2021 was EJF Capital, an estimated $7.87M sold.

Based on aggregated 13F filings for Q1 2021.