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Bridgewater Bancshares

90 hedge funds and large institutions have $244M invested in Bridgewater Bancshares in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 27

1.09% more ownership

Funds ownership: 48.2%49.29% (+1.1%)

3% more capital invested

Capital invested by funds: $238M → $244M (+$6.59M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less funds holding

Funds holding: 9190 (-1)

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$461K -$1.22K -68 -0.3%
Barclays
52
Barclays
United Kingdom
$453K +$302K +16,889 +195%
DWA
53
Dougherty Wealth Advisers
Minnesota
$442K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$422K +$89.8K +5,022 +27%
BA
55
Ballast Advisors
Minnesota
$379K -$21.5K -1,200 -5%
Citadel Advisors
56
Citadel Advisors
Florida
$376K +$379K +21,223 New
Two Sigma Investments
57
Two Sigma Investments
New York
$332K +$335K +18,756 New
Marshall Wace
58
Marshall Wace
United Kingdom
$307K +$310K +17,325 New
Bank of America
59
Bank of America
North Carolina
$284K +$146K +8,168 +104%
Morgan Stanley
60
Morgan Stanley
New York
$245K +$153K +8,535 +159%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$231K -$67.7K -3,786 -22%
First Trust Advisors
62
First Trust Advisors
Illinois
$230K +$15K +837 +7%
Deutsche Bank
63
Deutsche Bank
Germany
$226K +$10.8K +604 +5%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$210K
Wells Fargo
65
Wells Fargo
California
$209K +$210K +11,773 +18,395%
AIG
66
American International Group
New York
$198K -$5.97K -334 -3%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$196K -$10.4K -584 -5%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$193K -$4.11K -230 -2%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$184K -$30.4K -1,700 -14%
SWM
70
Stockman Wealth Management
Montana
$177K
VOYA Investment Management
71
VOYA Investment Management
Georgia
$177K +$179K +10,020 New
MIM
72
MetLife Investment Management
New Jersey
$147K
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$145K +$65.1K +3,643 +80%
UBS Group
74
UBS Group
Switzerland
$127K +$94.5K +5,285 +278%
SG Americas Securities
75
SG Americas Securities
New York
$112K -$118K -6,582 -51%

BWB Hedge Fund Activity: Q4 2021 in Review

90 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2021, worth a combined $244M — up 2.8% from $238M a quarter earlier.

Fund positioning in BWB was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 31 added to existing stakes and 27 trimmed.

The largest buyer was EJF Capital, adding an estimated $1.56M. The largest seller was Vanguard Group, cutting an estimated $2.39M.

  • 90 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2021, down from 91 in Q3 2021.
  • Funds reported $244M of Bridgewater Bancshares stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 8 funds opened new Bridgewater Bancshares positions in Q4 2021 and 8 closed out, a net change of 0 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2021 was EJF Capital, an estimated $1.56M added.
  • The largest Bridgewater Bancshares seller in Q4 2021 was Vanguard Group, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2021.