Bridgewater Bancshares
BWB
100 hedge funds and large institutions have $150M invested in Bridgewater Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
16% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 31
4% more funds holding
Funds holding: 96 → 100 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.97% less ownership
Funds ownership: 51.67% → 49.7% (-2%)
38% less capital invested
Capital invested by funds: $243M → $150M (-$93.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.63M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$840K |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$9.18M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$4.95M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.24M |
| 4 |
JP Morgan Chase
New York
|
-$985K |
| 5 |
D.E. Shaw & Co
New York
|
-$909K |
BWB Hedge Fund Activity: Q1 2023 in Review
100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q1 2023, worth a combined $150M — down 38% from $243M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BWB positions and 14 closed out — a net gain of 4 holders — while 36 added to existing stakes and 31 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $3.63M. The largest seller was Next Century Growth Investors, cutting an estimated $9.18M.
- 100 institutional investors held Bridgewater Bancshares (BWB) as of Q1 2023, up from 96 in Q4 2022.
- Funds reported $150M of Bridgewater Bancshares stock for Q1 2023, down 38% quarter-over-quarter.
- 18 funds opened new Bridgewater Bancshares positions in Q1 2023 and 14 closed out, a net change of +4 holders.
- The largest Bridgewater Bancshares buyer in Q1 2023 was Thrivent Financial for Lutherans, an estimated $3.63M added.
- The largest Bridgewater Bancshares seller in Q1 2023 was Next Century Growth Investors, an estimated $9.18M sold.
Based on aggregated 13F filings for Q1 2023.