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Bankwell Financial Group

47 hedge funds and large institutions have $124M invested in Bankwell Financial Group in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

13% more capital invested

Capital invested by funds: $110M → $124M (+$14M)

2.57% more ownership

Funds ownership: 44.53%47.1% (+2.6%)

15% less funds holding

Funds holding: 5547 (-8)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
47
Holders Change
-8
Holders Change %
-14.55%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
18
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$306K
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$299K
CCMH
28
Cornerstone Capital Management Holdings
New York
$296K +$42.7K +1,352 +19%
Invesco
29
Invesco
Georgia
$283K +$260K +8,233 New
Morgan Stanley
30
Morgan Stanley
New York
$265K -$290K -9,187 -54%
Charles Schwab
31
Charles Schwab
California
$265K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$250K -$263K -8,324 -53%
Citigroup
33
Citigroup
New York
$229K -$173K -5,482 -45%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$203K +$32 +1 +0%
Wells Fargo
35
Wells Fargo
California
$132K
AIG
36
American International Group
New York
$121K +$7.48K +237 +7%
JP Morgan Chase
37
JP Morgan Chase
New York
$113K -$166K -5,273 -62%
NFA
38
Nationwide Fund Advisors
Ohio
$112K -$12.2K -386 -11%
Bank of America
39
Bank of America
North Carolina
$86K +$7.1K +225 +10%
SO
40
STRS Ohio
Ohio
$61K
AIM
41
Acrospire Investment Management
Illinois
$44K -$134K -4,251 -77%
Legal & General Group
42
Legal & General Group
United Kingdom
$28K -$6.31K -200 -20%
UBS Group
43
UBS Group
Switzerland
$27K -$29.2K -925 -54%
AIP
44
Ameritas Investment Partners
Nebraska
$15K +$14.1K +446 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$13K +$6.5K +206 +111%
DADC
46
D.A. Davidson & Co
Montana
$11K +$11K +348 New
Barclays
47
Barclays
United Kingdom
$1K -$1.8K -57 -69%
AllianceBernstein
48
AllianceBernstein
Tennessee
-$371K -11,418 Closed
Russell Investments Group
49
Russell Investments Group
United Kingdom
-$329K -10,113 Closed
GWM
50
Greenwich Wealth Management
Connecticut
-$236K -7,274 Closed

BWFG Hedge Fund Activity: Q1 2017 in Review

47 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2017, worth a combined $124M — up 13% from $110M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BWFG and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $8.33M. The largest seller was Bridgeway Capital Management, cutting an estimated $827K.

  • 47 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2017, down from 55 in Q4 2016.
  • Funds reported $124M of Bankwell Financial Group stock for Q1 2017, up 13% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q1 2017 and 6 closed out, a net change of -3 holders.
  • The largest Bankwell Financial Group buyer in Q1 2017 was BlackRock, an estimated $8.33M added.
  • The largest Bankwell Financial Group seller in Q1 2017 was Bridgeway Capital Management, an estimated $827K sold.

Based on aggregated 13F filings for Q1 2017.