Bridgewater Bancshares
BWB
105 hedge funds and large institutions have $175M invested in Bridgewater Bancshares in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 3 closing their positions.
633% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 3
36% more capital invested
Capital invested by funds: $129M → $175M (+$45.9M)
21% more funds holding
Funds holding: 87 → 105 (+18)
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
2.45% less ownership
Funds ownership: 48.66% → 46.22% (-2.4%)
99% less call options, than puts
Call options by funds: $11K | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$1.59M |
| 2 |
BlackRock
New York
|
+$1.41M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$1.3M |
| 4 |
Millennium Management
New York
|
+$1.03M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$14M |
| 2 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
-$1.42M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.1M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$594K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$505K |
BWB Hedge Fund Activity: Q4 2023 in Review
105 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2023, worth a combined $175M — up 36% from $129M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new BWB positions and 3 closed out — a net gain of 19 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $1.59M. The largest seller was Fidelity Investments, cutting an estimated $14M.
- 105 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2023, up from 87 in Q3 2023.
- Funds reported $175M of Bridgewater Bancshares stock for Q4 2023, up 36% quarter-over-quarter.
- 22 funds opened new Bridgewater Bancshares positions in Q4 2023 and 3 closed out, a net change of +19 holders.
- The largest Bridgewater Bancshares buyer in Q4 2023 was Stieven Capital Advisors, an estimated $1.59M added.
- The largest Bridgewater Bancshares seller in Q4 2023 was Fidelity Investments, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2023.