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Bridgewater Bancshares

97 hedge funds and large institutions have $229M invested in Bridgewater Bancshares in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

8% more funds holding

Funds holding: 9097 (+7)

0.59% less ownership

Funds ownership: 49.29%48.7% (-0.59%)

6% less capital invested

Capital invested by funds: $244M → $229M (-$15.1M)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
36
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$407K -$36.4K -2,088 -8%
MFIM
52
Mesirow Financial Investment Management
Illinois
$400K -$123K -7,048 -23%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$352K -$48.9K -2,810 -12%
BA
54
Ballast Advisors
Minnesota
$309K -$50.5K -2,900 -14%
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$300K -$420K -24,088 -57%
Marshall Wace
56
Marshall Wace
United Kingdom
$299K +$9.44K +542 +3%
First Trust Advisors
57
First Trust Advisors
Illinois
$238K +$22.2K +1,273 +10%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$218K +$244 +14 +0.1%
MIM
59
MetLife Investment Management
New Jersey
$210K +$75.3K +4,324 +52%
TI
60
Trexquant Investment
Connecticut
$203K +$212K +12,151 New
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$198K
Bank of America
62
Bank of America
North Carolina
$196K -$75.2K -4,318 -27%
Deutsche Bank
63
Deutsche Bank
Germany
$191K -$23.7K -1,360 -11%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183K -$51.9K -2,981 -21%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$182K
VOYA Investment Management
66
VOYA Investment Management
Georgia
$179K +$12.1K +697 +7%
Morgan Stanley
67
Morgan Stanley
New York
$176K -$57.8K -3,319 -24%
AIG
68
American International Group
New York
$174K -$12.8K -736 -7%
DADC
69
D.A. Davidson & Co
Montana
$173K +$181K +10,400 New
SWM
70
Stockman Wealth Management
Montana
$167K
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$150K -$36.5K -2,096 -19%
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$90K
JFA
73
JNBA Financial Advisors
Minnesota
$83K
Wells Fargo
74
Wells Fargo
California
$74K -$129K -7,391 -62%
Lazard Asset Management
75
Lazard Asset Management
New York
$62K

BWB Hedge Fund Activity: Q1 2022 in Review

97 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q1 2022, worth a combined $229M — down 6.2% from $244M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWB positions and 3 closed out — a net gain of 7 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Gator Capital Management, adding an estimated $1.43M. The largest seller was LSV Asset Management, cutting an estimated $1.77M.

  • 97 institutional investors held Bridgewater Bancshares (BWB) as of Q1 2022, up from 90 in Q4 2021.
  • Funds reported $229M of Bridgewater Bancshares stock for Q1 2022, down 6.2% quarter-over-quarter.
  • 10 funds opened new Bridgewater Bancshares positions in Q1 2022 and 3 closed out, a net change of +7 holders.
  • The largest Bridgewater Bancshares buyer in Q1 2022 was Gator Capital Management, an estimated $1.43M added.
  • The largest Bridgewater Bancshares seller in Q1 2022 was LSV Asset Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q1 2022.