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Bridgewater Bancshares
BWB

96 hedge funds and large institutions have $243M invested in Bridgewater Bancshares in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $225M → $243M (+$17.9M)

4% more funds holding

Funds holding: 92 → 96 (+4)

2.1% more ownership

Funds ownership: 49.56% → 51.67% (+2.1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
96
Holders Change
+4
Holders Change %
+4.35%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
36
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKIM
GW&K Investment Management
Massachusetts
+$5.23M
2
BlackRock
BlackRock
New York
+$3.14M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.11M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.86M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$915K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2.99M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.45M
3
BFC
Banc Funds Company
Illinois
-$1.01M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$641K
5
Millennium Management
Millennium Management
New York
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$65.7K +$67.8K +3,702 New
AB
77
Amalgamated Bank
New York
$49K – – –
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$37.5K -$50.4K -2,751 -57%
AIP
79
Ameritas Investment Partners
Nebraska
$32.8K – – –
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$27K -$6.23K -340 -18%
Osaic Holdings
81
Osaic Holdings
Arizona
$24K – – –
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$23.5K – – –
QCG
83
Quadrant Capital Group
Ohio
$22.5K +$23.2K +1,266 New
US Bancorp
84
US Bancorp
Minnesota
$19.6K -$24.5K -1,338 -55%
MA
85
MCF Advisors
Kentucky
$15.7K – – –
TWA
86
TCI Wealth Advisors
Arizona
$12.3K – – –
Citigroup
87
Citigroup
New York
$11.6K +$6.29K +343 +111%
Dimensional Fund Advisors
88
Dimensional Fund Advisors
Texas
$9.77K +$406K +22,159 +4%
TRCT
89
Tower Research Capital (TRC)
New York
$9K -$24.6K -1,341 -73%
GCM
90
Gladius Capital Management
Illinois
$7.97K -$1.41K -77 -15%
GRP
91
Global Retirement Partners
California
$5.32K – – –
ACM
92
Aquatic Capital Management
Illinois
$2K -$1.83K -100 -50%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1K +$806 +44 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$408 – – –
GWS
95
Glassman Wealth Services
Virginia
$195 – – –
MCM
96
Maltese Capital Management
New York
– -$2.99M -181,474 Closed
Millennium Management
97
Millennium Management
New York
– -$618K -37,527 Closed
BGIM
98
Brandywine Global Investment Management
Pennsylvania
– -$195K -11,846 Closed
DFCM
99
Dark Forest Capital Management
Puerto Rico
– -$21K -1,304 Closed
Wells Fargo
100
Wells Fargo
California
– -$2K -119 Closed
1 2 3
4
5

BWB Hedge Fund Activity: Q4 2022 in Review

96 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2022, worth a combined $243M — up 8% from $225M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWB positions and 5 closed out — a net gain of 5 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $5.23M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $2.99M sold.

  • 96 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2022, up from 92 in Q3 2022.
  • Funds reported $243M of Bridgewater Bancshares stock for Q4 2022, up 8% quarter-over-quarter.
  • 10 funds opened new Bridgewater Bancshares positions in Q4 2022 and 5 closed out, a net change of +5 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2022 was GW&K Investment Management, an estimated $5.23M added.
  • The largest Bridgewater Bancshares seller in Q4 2022 was Maltese Capital Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2022.