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Bankwell Financial Group
BWFG

51 hedge funds and large institutions have $138M invested in Bankwell Financial Group in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $114M → $138M (+$24.1M)

4% more funds holding

Funds holding: 49 → 51 (+2)

0.82% more ownership

Funds ownership: 47.87% → 48.69% (+0.82%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
23
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
+$4.52M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.73M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$831K
4
WA
Wasatch Advisors
Utah
+$609K
5
Renaissance Technologies
Renaissance Technologies
New York
+$559K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.82M
2
CRC
Curi RMB Capital
Illinois
-$2.1M
3
LBS
Lawrence B. Seidman
-$2M
4
PS
Portfolio Solutions
Michigan
-$228K
5
State Street
State Street
Massachusetts
-$59.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$473K +$796 +24 +0.2%
Millennium Management
27
Millennium Management
New York
$453K +$407K +12,266 New
TA
28
Teachers Advisors
New York
$380K – – –
CCMH
29
Cornerstone Capital Management Holdings
New York
$363K +$39.8K +1,200 +14%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$360K -$28.1K -847 -8%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$321K – – –
Morgan Stanley
32
Morgan Stanley
New York
$294K +$81.4K +2,456 +45%
Charles Schwab
33
Charles Schwab
California
$285K – – –
Macquarie Group
34
Macquarie Group
Australia
$260K +$233K +7,042 New
Citigroup
35
Citigroup
New York
$231K -$42.4K -1,278 -17%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$223K +$200K +6,038 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$218K – – –
Wells Fargo
38
Wells Fargo
California
$214K +$59.6K +1,799 +45%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K -$4.82M -145,295 -96%
AIG
40
American International Group
New York
$149K +$9.98K +301 +8%
NFA
41
Nationwide Fund Advisors
Ohio
$120K – – –
SO
42
STRS Ohio
Ohio
$66K – – –
Bank of America
43
Bank of America
North Carolina
$66K +$10.8K +327 +22%
Legal & General Group
44
Legal & General Group
United Kingdom
$51K +$13.6K +409 +42%
UBS Group
45
UBS Group
Switzerland
$29K -$26.8K -807 -51%
TRCT
46
Tower Research Capital (TRC)
New York
$21K +$19K +573 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$19.2K -$1.03K -31 -6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$16K +$12.7K +382 +659%
AIP
49
Ameritas Investment Partners
Nebraska
$15K – – –
Barclays
50
Barclays
United Kingdom
$9K +$8.26K +249 +4,150%
1
2
3

BWFG Hedge Fund Activity: Q3 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2017, worth a combined $138M — up 21% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $4.52M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $4.82M.

  • 51 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2017, up from 49 in Q2 2017.
  • Funds reported $138M of Bankwell Financial Group stock for Q3 2017, up 21% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q3 2017 was Banc Funds Company, an estimated $4.52M added.
  • The largest Bankwell Financial Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2017.