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Bankwell Financial Group
BWFG

61 hedge funds and large institutions have $132M invested in Bankwell Financial Group in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

20% more funds holding

Funds holding: 51 → 61 (+10)

1% more ownership

Funds ownership: 48.69% → 49.7% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $138M → $132M (-$6.38M)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
26
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPM
Bowling Portfolio Management
Ohio
+$1.81M
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$1.59M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$742K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$704K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$654K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.53M
2
EM
Endicott Management
New York
-$1.92M
3
BFC
Banc Funds Company
Illinois
-$742K
4
LBS
Lawrence B. Seidman
-$583K
5
BCM
Bridgeway Capital Management
Texas
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$680K +$266K +7,528 +61%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$635K +$654K +18,501 New
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$625K +$434K +12,287 +208%
Morgan Stanley
29
Morgan Stanley
New York
$537K +$272K +7,686 +96%
TCIM
30
TIAA CREF Investment Management
New York
$490K -$94.2K -2,666 -16%
Ohio Public Employees Retirement System (OPERS)
31
Ohio Public Employees Retirement System (OPERS)
Ohio
$459K +$473K +13,370 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$441K +$778 +22 +0.2%
SWM
33
SeaCrest Wealth Management
New York
$386K +$397K +11,241 New
CCMH
34
Cornerstone Capital Management Holdings
New York
$382K +$45.9K +1,300 +13%
TA
35
Teachers Advisors
New York
$354K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$328K -$7.07K -200 -2%
Citigroup
37
Citigroup
New York
$320K +$108K +3,058 +49%
First Trust Advisors
38
First Trust Advisors
Illinois
$320K +$329K +9,305 New
Charles Schwab
39
Charles Schwab
California
$316K +$53K +1,500 +19%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$299K – – –
Wells Fargo
41
Wells Fargo
California
$292K +$95K +2,689 +47%
Goldman Sachs
42
Goldman Sachs
New York
$269K +$276K +7,821 New
TI
43
Trexquant Investment
Connecticut
$267K +$275K +7,785 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187K -$778 -22 -0.4%
AIG
45
American International Group
New York
$139K +$636 +18 +0.4%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$65K +$67.2K +1,900 New
SO
47
STRS Ohio
Ohio
$61K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$54.4K +$37.6K +1,063 +204%
TRCT
49
Tower Research Capital (TRC)
New York
$52K +$33.1K +937 +164%
JP Morgan Chase
50
JP Morgan Chase
New York
$49K +$50.2K +1,420 New
1
2
3

BWFG Hedge Fund Activity: Q4 2017 in Review

61 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2017, worth a combined $132M — down 4.6% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWFG positions and 4 closed out — a net gain of 10 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $1.81M. The largest seller was Curi RMB Capital, cutting an estimated $2.53M.

  • 61 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $132M of Bankwell Financial Group stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 14 funds opened new Bankwell Financial Group positions in Q4 2017 and 4 closed out, a net change of +10 holders.
  • The largest Bankwell Financial Group buyer in Q4 2017 was Bowling Portfolio Management, an estimated $1.81M added.
  • The largest Bankwell Financial Group seller in Q4 2017 was Curi RMB Capital, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2017.