Bridgewater Bancshares
BWB
87 hedge funds and large institutions have $129M invested in Bridgewater Bancshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 13 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 28
0.49% less ownership
Funds ownership: 49.15% → 48.66% (-0.49%)
7% less funds holding
Funds holding: 94 → 87 (-7)
13% less capital inflows, than outflows
Capital inflows: $6.74M | Capital outflows: $7.77M
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.44M |
| 2 |
Fourthstone LLC
St Louis,
Missouri
|
+$1.19M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$636K |
| 4 |
Punch & Associates Investment Management
Edina,
Minnesota
|
+$464K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$390K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.43M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$1.26M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$591K |
| 4 |
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$415K |
| 5 |
BlackRock
New York
|
-$328K |
BWB Hedge Fund Activity: Q3 2023 in Review
87 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q3 2023, worth a combined $129M — down 4.6% from $135M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BWB and 6 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 34 added.
The largest buyer was Fidelity Investments, adding an estimated $2.44M. The largest seller was Millennium Management, cutting an estimated $1.43M.
- 87 institutional investors held Bridgewater Bancshares (BWB) as of Q3 2023, down from 94 in Q2 2023.
- Funds reported $129M of Bridgewater Bancshares stock for Q3 2023, down 4.6% quarter-over-quarter.
- 6 funds opened new Bridgewater Bancshares positions in Q3 2023 and 13 closed out, a net change of -7 holders.
- The largest Bridgewater Bancshares buyer in Q3 2023 was Fidelity Investments, an estimated $2.44M added.
- The largest Bridgewater Bancshares seller in Q3 2023 was Millennium Management, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2023.