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Bankwell Financial Group
BWFG

55 hedge funds and large institutions have $110M invested in Bankwell Financial Group in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

48% more capital invested

Capital invested by funds: $74.1M → $110M (+$35.5M)

44.53% more ownership

Funds ownership: 0% → 44.53% (+45%)

17% more funds holding

Funds holding: 47 → 55 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$891K
2
Renaissance Technologies
Renaissance Technologies
New York
+$550K
3
State Street
State Street
Massachusetts
+$508K
4
Morgan Stanley
Morgan Stanley
New York
+$427K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$265K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$791K
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$408K
3
CEI
Clark Estates Inc
New York
-$381K
4
TCIM
TIAA CREF Investment Management
New York
-$19K
5
AIM
Acrospire Investment Management
Illinois
-$12.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$546K -$19K -694 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$507K +$903 +33 +0.2%
PS
28
Portfolio Solutions
Michigan
$432K – – –
Citigroup
29
Citigroup
New York
$394K +$168K +6,153 +103%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$383K -$8.21K -300 -2%
AllianceBernstein
31
AllianceBernstein
Tennessee
$371K -$791K -28,880 -72%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$329K +$277K +10,113 New
TA
33
Teachers Advisors
New York
$290K – – –
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$283K – – –
JP Morgan Chase
35
JP Morgan Chase
New York
$278K +$234K +8,563 New
Charles Schwab
36
Charles Schwab
California
$251K +$211K +7,700 New
CCMH
37
Cornerstone Capital Management Holdings
New York
$236K +$32.8K +1,200 +20%
GWM
38
Greenwich Wealth Management
Connecticut
$236K +$199K +7,274 New
First Trust Advisors
39
First Trust Advisors
Illinois
$212K +$179K +6,537 New
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$192K – – –
AIM
41
Acrospire Investment Management
Illinois
$180K -$12.9K -473 -8%
Wells Fargo
42
Wells Fargo
California
$124K +$66.5K +2,431 +174%
NFA
43
Nationwide Fund Advisors
Ohio
$118K – – –
AIG
44
American International Group
New York
$107K -$274 -10 -0.3%
Bank of America
45
Bank of America
North Carolina
$74K +$26.3K +960 +74%
BA
46
BlackRock Advisors
Delaware
$65K -$4.05K -148 -7%
SO
47
STRS Ohio
Ohio
$58K – – –
UBS Group
48
UBS Group
Switzerland
$56K +$23.2K +848 +99%
PCM
49
Prelude Capital Management
New York
$33K +$27.4K +1,000 New
Legal & General Group
50
Legal & General Group
United Kingdom
$33K +$27.6K +1,010 New
1
2
3

BWFG Hedge Fund Activity: Q4 2016 in Review

55 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2016, worth a combined $110M — up 48% from $74.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 1 closed out — a net gain of 9 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $891K. The largest seller was AllianceBernstein, cutting an estimated $791K.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2016, up from 47 in Q3 2016.
  • Funds reported $110M of Bankwell Financial Group stock for Q4 2016, up 48% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q4 2016 and 1 closed out, a net change of +9 holders.
  • The largest Bankwell Financial Group buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $891K added.
  • The largest Bankwell Financial Group seller in Q4 2016 was AllianceBernstein, an estimated $791K sold.

Based on aggregated 13F filings for Q4 2016.