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Bridgewater Bancshares

112 hedge funds and large institutions have $202M invested in Bridgewater Bancshares in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

6% more funds holding

Funds holding: 106112 (+6)

4.84% more ownership

Funds ownership: 49.66%54.5% (+4.8%)

5% more capital invested

Capital invested by funds: $192M → $202M (+$9.51M)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
41
Reduced
25
Closed
9
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$407K -$1.29K -88 -0.3%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$348K +$222K +15,124 +142%
DWA
53
Dougherty Wealth Advisers
Minnesota
$338K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$312K -$43.5K -2,956 -11%
TI
55
Trexquant Investment
Connecticut
$312K -$110K -7,456 -24%
Deutsche Bank
56
Deutsche Bank
Germany
$306K +$282K +19,153 +544%
PCG
57
Prosperity Consulting Group
Maryland
$301K
Bank of America
58
Bank of America
North Carolina
$298K +$70.6K +4,799 +28%
AWM
59
AE Wealth Management
Kansas
$291K +$166K +11,280 +110%
CIC
60
Cornercap Investment Counsel
Georgia
$287K
UBS Group
61
UBS Group
Switzerland
$281K +$129K +8,758 +73%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$277K +$146K +9,900 +93%
CAM
63
Cresset Asset Management
Illinois
$274K -$314K -21,326 -51%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$270K -$10.7K -731 -4%
CCIA
65
Campbell & Co Investment Adviser
Maryland
$256K +$279K +18,960 New
RP
66
Riverwater Partners
Wisconsin
$237K -$87.1K -5,923 -25%
EF
67
Empowered Funds
Pennsylvania
$235K +$13.2K +895 +5%
First Trust Advisors
68
First Trust Advisors
Illinois
$228K +$5.1K +347 +2%
Citigroup
69
Citigroup
New York
$228K +$5.54K +377 +2%
BA
70
Ballast Advisors
Minnesota
$197K
SEI Investments
71
SEI Investments
Pennsylvania
$194K -$101K -6,903 -32%
DADC
72
D.A. Davidson & Co
Montana
$174K
Franklin Resources
73
Franklin Resources
California
$174K +$189K +12,864 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$172K +$187K +12,726 New
Squarepoint
75
Squarepoint
New York
$171K +$186K +12,628 New

BWB Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2024, worth a combined $202M — up 4.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWB positions and 9 closed out — a net gain of 8 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $4.34M. The largest seller was Vanguard Group, cutting an estimated $466K.

  • 112 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2024, up from 106 in Q3 2024.
  • Funds reported $202M of Bridgewater Bancshares stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 17 funds opened new Bridgewater Bancshares positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2024 was Next Century Growth Investors, an estimated $4.34M added.
  • The largest Bridgewater Bancshares seller in Q4 2024 was Vanguard Group, an estimated $466K sold.

Based on aggregated 13F filings for Q4 2024.