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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
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$99.9K
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$96K
Citigroup
78
Citigroup
New York
$91K +$51.3K +2,868 +125%
JFA
79
JNBA Financial Advisors
Minnesota
$88K
Lazard Asset Management
80
Lazard Asset Management
New York
$66K +$9.49K +531 +17%
TRCT
81
Tower Research Capital (TRC)
New York
$47K +$37.9K +2,122 +404%
AIP
82
Ameritas Investment Partners
Nebraska
$34K
Legal & General Group
83
Legal & General Group
United Kingdom
$32K
TWA
84
TCI Wealth Advisors
Arizona
$12K
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$9K -$322 -18 -3%
CAM
86
ClariVest Asset Management
California
$1K
S
87
SignatureFD
Georgia
$1K
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$247 -$13.9K -776 -5%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
-$1.04M -57,910 Closed
Assenagon Asset Management
90
Assenagon Asset Management
Luxembourg
-$636K -36,333 Closed
WG
91
Winton Group
United Kingdom
-$355K -20,250 Closed
HF
92
HRT Financial
New York
-$238K -13,627 Closed
SGI
93
Summit Global Investments
Utah
-$182K -10,400 Closed
SCC
94
Second Curve Capital
Pennsylvania
-$175K -10,000 Closed
HI
95
Harbour Investments
Wisconsin
-$16K -887 Closed
GRP
96
Global Retirement Partners
California
-$5K -300 Closed

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.