We are live on ! Find out more
BWB icon

Bridgewater Bancshares

112 hedge funds and large institutions have $202M invested in Bridgewater Bancshares in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

64% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 25

6% more funds holding

Funds holding: 106112 (+6)

4.84% more ownership

Funds ownership: 49.66%54.5% (+4.8%)

5% more capital invested

Capital invested by funds: $192M → $202M (+$9.51M)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
41
Reduced
25
Closed
9
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$36.9M
BlackRock
2
BlackRock
New York
$22.3M -$46.6K -3,172 -0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M -$466K -31,710 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.9M +$598K +40,683 +5%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.58M +$350K +23,788 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.67M +$852K +57,981 +13%
State Street
7
State Street
Massachusetts
$6.24M +$182K +12,404 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.02M -$74.2K -5,048 -1%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.03M -$67.5K -4,593 -1%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$4.87M -$23.7K -1,612 -0.4%
TWM
11
Tradition Wealth Management
Minnesota
$4.8M -$137K -9,329 -3%
American Century Companies
12
American Century Companies
Missouri
$4.19M +$355K +24,161 +8%
NCGI
13
Next Century Growth Investors
Minnesota
$3.99M +$4.34M +295,288 New
Goldman Sachs
14
Goldman Sachs
New York
$3.73M +$2.13M +145,050 +111%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.68M -$10.3K -700 -0.3%
SCA
16
Stieven Capital Advisors
Missouri
$3.24M +$1.27M +86,200 +56%
KCM
17
Kennedy Capital Management
Missouri
$3.02M +$1.22M +83,049 +59%
FL
18
Fourthstone LLC
Missouri
$2.86M +$3.11M +211,408 New
BCM
19
Basswood Capital Management
New York
$2.75M +$2.99M +203,464 New
FP
20
Foundry Partners
Minnesota
$2.62M +$395K +26,900 +16%
EC
21
EJF Capital
Virginia
$2.54M +$82.4K +5,602 +3%
Northern Trust
22
Northern Trust
Illinois
$2.39M +$99.2K +6,744 +4%
Morgan Stanley
23
Morgan Stanley
New York
$2.23M +$118K +8,005 +5%
VIM
24
Villanova Investment Management
Pennsylvania
$2.2M +$345K +23,449 +17%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.03M

BWB Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bridgewater Bancshares (BWB) for Q4 2024, worth a combined $202M — up 4.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWB positions and 9 closed out — a net gain of 8 holders — while 41 added to existing stakes and 25 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $4.34M. The largest seller was Vanguard Group, cutting an estimated $466K.

  • 112 institutional investors held Bridgewater Bancshares (BWB) as of Q4 2024, up from 106 in Q3 2024.
  • Funds reported $202M of Bridgewater Bancshares stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 17 funds opened new Bridgewater Bancshares positions in Q4 2024 and 9 closed out, a net change of +8 holders.
  • The largest Bridgewater Bancshares buyer in Q4 2024 was Next Century Growth Investors, an estimated $4.34M added.
  • The largest Bridgewater Bancshares seller in Q4 2024 was Vanguard Group, an estimated $466K sold.

Based on aggregated 13F filings for Q4 2024.