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Bankwell Financial Group
BWFG

47 hedge funds and large institutions have $74.1M invested in Bankwell Financial Group in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

12% more funds holding

Funds holding: 42 → 47 (+5)

7% more capital invested

Capital invested by funds: $69.4M → $74.1M (+$4.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
15
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
BHZ Capital Management
California
+$686K
2
Renaissance Technologies
Renaissance Technologies
New York
+$409K
3
EA
Emerald Acquisition
Washington
+$217K
4
BFA
BlackRock Fund Advisors
California
+$206K
5
State Street
State Street
Massachusetts
+$202K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.77M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$446K
3
Deutsche Bank
Deutsche Bank
Germany
-$127K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$73.8K
5
PS
Portfolio Solutions
Michigan
-$25.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$369K +$700 +31 +0.2%
PS
27
Portfolio Solutions
Michigan
$315K -$25.8K -1,140 -8%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$287K +$2.26K +100 +0.8%
EA
29
Emerald Acquisition
Washington
$228K +$217K +9,610 New
TA
30
Teachers Advisors
New York
$211K – – –
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$206K +$197K +8,700 New
CCMH
32
Cornerstone Capital Management Holdings
New York
$144K +$138K +6,100 New
AIM
33
Acrospire Investment Management
Illinois
$142K +$51K +2,258 +60%
Citigroup
34
Citigroup
New York
$141K -$2.4K -106 -2%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$140K – – –
NFA
36
Nationwide Fund Advisors
Ohio
$86K – – –
AIG
37
American International Group
New York
$78.1K +$113 +5 +0.2%
BA
38
BlackRock Advisors
Delaware
$51K +$11.5K +509 +31%
SO
39
STRS Ohio
Ohio
$42K -$2.26K -100 -5%
Wells Fargo
40
Wells Fargo
California
$33K +$31.6K +1,400 New
Bank of America
41
Bank of America
North Carolina
$31K +$23.5K +1,041 +399%
Morgan Stanley
42
Morgan Stanley
New York
$30K +$23.6K +1,046 +457%
UBS Group
43
UBS Group
Switzerland
$20K -$9.29K -411 -32%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$7.84K +$2.37K +105 +46%
BlackRock
45
BlackRock
New York
$5K – – –
Barclays
46
Barclays
United Kingdom
$2K +$1.65K +73 New
TCIM
47
TIAA CREF Investment Management
New York
$415 – – –
Federated Hermes
48
Federated Hermes
Pennsylvania
– -$5K -226 Closed
1
2

BWFG Hedge Fund Activity: Q3 2016 in Review

47 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2016, worth a combined $74.1M — up 6.6% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 1 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was BHZ Capital Management, opening a new position worth an estimated $686K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.77M.

  • 47 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2016, up from 42 in Q2 2016.
  • Funds reported $74.1M of Bankwell Financial Group stock for Q3 2016, up 6.6% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q3 2016 and 1 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q3 2016 was BHZ Capital Management, an estimated $686K added.
  • The largest Bankwell Financial Group seller in Q3 2016 was Manulife (Manufacturers Life Insurance), an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2016.