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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
UBS Group
76
UBS Group
Switzerland
$84K -$16.2K -1,099 -17%
JFA
77
JNBA Financial Advisors
Minnesota
$81K -$44.3K -3,000 -38%
PAM
78
Panagora Asset Management
Massachusetts
$65K
MIM
79
MetLife Investment Management
New Jersey
$47.8K +$3.29K +223 +8%
AIP
80
Ameritas Investment Partners
Nebraska
$31K
Legal & General Group
81
Legal & General Group
United Kingdom
$28K -$3.63K -246 -13%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$28K +$25.8K +1,750 New
TRCT
83
Tower Research Capital (TRC)
New York
$26K -$76.5K -5,183 -76%
Citigroup
84
Citigroup
New York
$26K -$37.1K -2,511 -61%
HI
85
Harbour Investments
Wisconsin
$14K +$13.1K +887 New
TWA
86
TCI Wealth Advisors
Arizona
$11K +$10.3K +695 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$9K +$8.18K +554 New
GRP
88
Global Retirement Partners
California
$7K
Osaic Holdings
89
Osaic Holdings
Arizona
$4K +$3.38K +229 +954%
S
90
SignatureFD
Georgia
$3K +$2.39K +162 New
WCM
91
Wealthcare Capital Management
Virginia
$2K +$1.82K +123 New
EVM
92
Eaton Vance Management
Massachusetts
$2K +$2.23K +151 New
CAM
93
ClariVest Asset Management
California
$1K
LC
94
Lindbrook Capital
California
$1K +$591 +40 New
AIG
95
American International Group
New York
$204 +$502 +34 +0.3%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$87
HSBC Holdings
97
HSBC Holdings
United Kingdom
-$198K -15,878 Closed
PWPS
98
Pinnacle Wealth Planning Services
Ohio
-$7K -599 Closed
GWS
99
Glassman Wealth Services
Virginia
+$162 +11 New
MWP
100
Meridian Wealth Partners
Pennsylvania
+$281 +19 New

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.