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Bankwell Financial Group
BWFG

49 hedge funds and large institutions have $114M invested in Bankwell Financial Group in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

4% more funds holding

Funds holding: 47 → 49 (+2)

0.77% more ownership

Funds ownership: 47.1% → 47.87% (+0.77%)

8% less capital invested

Capital invested by funds: $124M → $114M (-$9.52M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
3
Increased
22
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$1.62M
2
BFC
Banc Funds Company
Illinois
+$1.18M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$987K
4
CRC
Curi RMB Capital
Illinois
+$942K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$278K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$3.88M
2
PS
Portfolio Solutions
Michigan
-$202K
3
JP Morgan Chase
JP Morgan Chase
New York
-$113K
4
Renaissance Technologies
Renaissance Technologies
New York
-$92.5K
5
Morgan Stanley
Morgan Stanley
New York
-$73.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$322K +$46.6K +1,386 +16%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$272K – – –
CCMH
28
Cornerstone Capital Management Holdings
New York
$269K – – –
Invesco
29
Invesco
Georgia
$261K +$4.47K +133 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$258K +$278K +8,274 New
Charles Schwab
31
Charles Schwab
California
$241K – – –
Citigroup
32
Citigroup
New York
$235K +$30.3K +901 +14%
PS
33
Portfolio Solutions
Michigan
$228K -$202K -6,000 -45%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$184K -$34 -1 -0%
Morgan Stanley
35
Morgan Stanley
New York
$172K -$73.2K -2,175 -28%
Wells Fargo
36
Wells Fargo
California
$124K +$5.08K +151 +4%
AIG
37
American International Group
New York
$116K +$6.66K +198 +6%
NFA
38
Nationwide Fund Advisors
Ohio
$101K – – –
SO
39
STRS Ohio
Ohio
$56K – – –
UBS Group
40
UBS Group
Switzerland
$50K +$27.1K +804 +103%
Bank of America
41
Bank of America
North Carolina
$46K -$34K -1,011 -41%
AIM
42
Acrospire Investment Management
Illinois
$33K -$7.03K -209 -16%
Legal & General Group
43
Legal & General Group
United Kingdom
$30K +$5.55K +165 +20%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$17.2K +$18.5K +551 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$17K +$18K +534 New
AIP
46
Ameritas Investment Partners
Nebraska
$14K – – –
DADC
47
D.A. Davidson & Co
Montana
$10K -$808 -24 -7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$2K -$11.2K -334 -85%
JP Morgan Chase
49
JP Morgan Chase
New York
– -$113K -3,290 Closed
Barclays
50
Barclays
United Kingdom
– -$673 -20 -77%
1
2

BWFG Hedge Fund Activity: Q2 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2017, worth a combined $114M — down 7.7% from $124M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BWFG positions and 1 closed out — a net gain of 2 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $1.62M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $3.88M.

  • 49 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2017, up from 47 in Q1 2017.
  • Funds reported $114M of Bankwell Financial Group stock for Q2 2017, down 7.7% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q2 2017 and 1 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2017 was Lawrence B. Seidman, an estimated $1.62M added.
  • The largest Bankwell Financial Group seller in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2017.