We are live on ! Find out more
BWB icon

Bridgewater Bancshares

94 hedge funds and large institutions have $222M invested in Bridgewater Bancshares in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% less ownership

Funds ownership: 49.11%48.82% (-0.29%)

1% less capital invested

Capital invested by funds: $223M → $222M (-$1.16M)

4% less funds holding

Funds holding: 9894 (-4)

33% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 43

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
94
Holders Change
-4
Holders Change %
-4.08%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
Wealthcare Capital Management
Virginia
-$2K -123 Closed
LC
102
Lindbrook Capital
California
-$1K -40 Closed
BCA
103
Berman Capital Advisors
Georgia
+$268 +16 New

BWB Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q2 2021, worth a combined $222M — down 0.52% from $223M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BWB and 7 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 29 added.

The largest buyer was Putnam Investments, opening a new position worth an estimated $3.78M. The largest seller was BlackRock, cutting an estimated $1.94M.

  • 94 institutional investors held Bridgewater Bancshares (BWB) as of Q2 2021, down from 98 in Q1 2021.
  • Funds reported $222M of Bridgewater Bancshares stock for Q2 2021, down 0.52% quarter-over-quarter.
  • 7 funds opened new Bridgewater Bancshares positions in Q2 2021 and 11 closed out, a net change of -4 holders.
  • The largest Bridgewater Bancshares buyer in Q2 2021 was Putnam Investments, an estimated $3.78M added.
  • The largest Bridgewater Bancshares seller in Q2 2021 was BlackRock, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2021.