Bridgewater Bancshares
BWB
72 hedge funds and large institutions have $127M invested in Bridgewater Bancshares in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
7% more funds holding
Funds holding: 67 → 72 (+5)
8% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 24
0.21% more ownership
Funds ownership: 40.86% → 41.07% (+0.21%)
2% less capital invested
Capital invested by funds: $130M → $127M (-$2.15M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $697K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.71M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.31M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$862K |
| 4 |
State Street
Boston,
Massachusetts
|
+$515K |
| 5 |
Renaissance Technologies
New York
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$2.51M |
| 2 |
DWA
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
-$1.07M |
| 3 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$1.03M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$536K |
| 5 |
JP Morgan Chase
New York
|
-$382K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$3.55K | -325 | -99% |
|
BWB Hedge Fund Activity: Q1 2019 in Review
72 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q1 2019, worth a combined $127M — down 1.7% from $130M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BWB positions and 4 closed out — a net gain of 5 holders — while 26 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.71M. The largest seller was Maltese Capital Management, cutting an estimated $2.51M.
- 72 institutional investors held Bridgewater Bancshares (BWB) as of Q1 2019, up from 67 in Q4 2018.
- Funds reported $127M of Bridgewater Bancshares stock for Q1 2019, down 1.7% quarter-over-quarter.
- 9 funds opened new Bridgewater Bancshares positions in Q1 2019 and 4 closed out, a net change of +5 holders.
- The largest Bridgewater Bancshares buyer in Q1 2019 was Morgan Stanley, an estimated $1.71M added.
- The largest Bridgewater Bancshares seller in Q1 2019 was Maltese Capital Management, an estimated $2.51M sold.
Based on aggregated 13F filings for Q1 2019.