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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
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
-$861 -74 Closed
AWM
102
Avior Wealth Management
Nebraska
-$69 -6 Closed
C
103
Covestor
United Kingdom
-$34 -3 -20%

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.