Bridgewater Bancshares
BWB
106 hedge funds and large institutions have $192M invested in Bridgewater Bancshares in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 28 reducing their positions, and 1 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 1
39% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 28
27% more capital invested
Capital invested by funds: $152M → $192M (+$40.6M)
19% more funds holding
Funds holding: 89 → 106 (+17)
1.88% more ownership
Funds ownership: 47.78% → 49.66% (+1.9%)
98% less call options, than puts
Call options by funds: $4K | Put options by funds: $191K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
+$1.77M |
| 2 |
Goldman Sachs
New York
|
+$1.24M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$1.18M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$631K |
| 5 |
Millennium Management
New York
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.83M |
| 2 |
Renaissance Technologies
New York
|
-$390K |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$371K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$368K |
| 5 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
101
Sterling Capital Management
Charlotte,
North Carolina
| $907 | +$857 | +64 | New |
|
|
EWA
102
EverSource Wealth Advisors
Birmingham,
Alabama
| $737 | – | – | – |
|
|
CAM
103
ClariVest Asset Management
San Diego,
California
| $604 | – | – | – |
|
|
CPA
104
Capital Performance Advisors
Walnut Creek,
California
| $283 | +$268 | +20 | New |
|
105
Osaic Holdings
Scottsdale,
Arizona
| – | -$221 | -19 | Closed |
|
|
C
106
Covestor
London,
United Kingdom
| – | -$107 | -8 | -67% |
|
107
Simplex Trading
Chicago,
Illinois
| – | +$214 | +16 | New |
|
BWB Hedge Fund Activity: Q3 2024 in Review
106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q3 2024, worth a combined $192M — up 27% from $152M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BWB positions and 1 closed out — a net gain of 17 holders — while 39 added to existing stakes and 28 trimmed.
The largest buyer was EJF Capital, adding an estimated $1.77M. The largest seller was Stieven Capital Advisors, cutting an estimated $1.83M.
- 106 institutional investors held Bridgewater Bancshares (BWB) as of Q3 2024, up from 89 in Q2 2024.
- Funds reported $192M of Bridgewater Bancshares stock for Q3 2024, up 27% quarter-over-quarter.
- 18 funds opened new Bridgewater Bancshares positions in Q3 2024 and 1 closed out, a net change of +17 holders.
- The largest Bridgewater Bancshares buyer in Q3 2024 was EJF Capital, an estimated $1.77M added.
- The largest Bridgewater Bancshares seller in Q3 2024 was Stieven Capital Advisors, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2024.