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Bridgewater Bancshares

89 hedge funds and large institutions have $152M invested in Bridgewater Bancshares in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.82% more ownership

Funds ownership: 46.96%47.78% (+0.82%)

0% more capital invested

Capital invested by funds: $151M → $152M (+$391K)

7% less funds holding

Funds holding: 9689 (-7)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

100% less call options, than puts

Call options by funds: $1K | Put options by funds: $308K

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
34
Reduced
32
Closed
14
Calls
$1K
Puts
$308K
Net Calls
-$307K
Net Calls Change
+$110K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$19.4K
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$16.9K -$6.82K -597 -29%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$14.6K -$2.71K -237 -16%
GI
79
GAMMA Investing
California
$13.1K -$5.91K -517 -31%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$10K -$263 -23 -3%
AB
81
Amalgamated Bank
New York
$9K
FFA
82
Farther Finance Advisors
California
$8.11K
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.02K +177 +102%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$2.04K
FFO
85
Fortitude Family Office
Arizona
$1.68K
EWA
86
EverSource Wealth Advisors
Alabama
$718
CAM
87
ClariVest Asset Management
California
$604 -$1.62K -142 -73%
Osaic Holdings
88
Osaic Holdings
Arizona
$221 -$22.6K -1,974 -99%
ZIM
89
Zacks Investment Management
Illinois
-$578K -49,626 Closed
Man Group
90
Man Group
United Kingdom
-$367K -31,548 Closed
GCP
91
GSA Capital Partners
United Kingdom
-$293K -25,158 Closed
QC
92
Quadrature Capital
United Kingdom
-$242K -20,825 Closed
First Trust Advisors
93
First Trust Advisors
Illinois
-$160K -13,733 Closed
DADC
94
D.A. Davidson & Co
Montana
-$150K -12,900 Closed
AIG
95
American International Group
New York
-$117K -10,078 Closed
DA
96
Denali Advisors
California
-$116K -10,000 Closed
HCA
97
Harbor Capital Advisors
Illinois
-$100K -8,595 Closed
MLICM
98
Metropolitan Life Insurance Company (MetLife)
New York
-$15.4K -1,325 Closed
Comerica Bank
99
Comerica Bank
Texas
-$10.8K -927 Closed
SSG
100
Summit Securities Group
New York
-$5K -416 Closed

BWB Hedge Fund Activity: Q2 2024 in Review

89 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2024, worth a combined $152M — up 0.26% from $151M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BWB and 7 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was Acadian Asset Management, adding an estimated $606K. The largest seller was Ameriprise, cutting an estimated $739K.

  • 89 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2024, down from 96 in Q1 2024.
  • Funds reported $152M of Bridgewater Bancshares stock for Q2 2024, up 0.26% quarter-over-quarter.
  • 7 funds opened new Bridgewater Bancshares positions in Q2 2024 and 14 closed out, a net change of -7 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2024 was Acadian Asset Management, an estimated $606K added.
  • The largest Bridgewater Bancshares seller in Q2 2024 was Ameriprise, an estimated $739K sold.

Based on aggregated 13F filings for Q2 2024.