We are live on ! Find out more
BWFG icon

Bankwell Financial Group

56 hedge funds and large institutions have $120M invested in Bankwell Financial Group in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 5556 (+1)

0.61% more ownership

Funds ownership: 48.25%48.86% (+0.61%)

1% less capital invested

Capital invested by funds: $121M → $120M (-$1.33M)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
4
Increased
21
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Wilkins Investment Counsel
Massachusetts
$695K
Wells Fargo
27
Wells Fargo
California
$548K +$177K +5,563 +47%
Charles Schwab
28
Charles Schwab
California
$436K +$63.6K +2,000 +17%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$406K +$1.33K +42 +0.3%
TCIM
30
TIAA CREF Investment Management
New York
$380K -$14.4K -452 -4%
SWM
31
SeaCrest Wealth Management
New York
$356K +$1.27K +40 +0.4%
AllianceBernstein
32
AllianceBernstein
Tennessee
$347K +$3.94K +124 +1%
SO
33
STRS Ohio
Ohio
$329K +$184K +5,800 +123%
TA
34
Teachers Advisors
New York
$320K -$2.58K -81 -0.8%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$296K
LSV Asset Management
36
LSV Asset Management
Illinois
$288K
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$282K
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$273K
OAM
39
Oxford Asset Management
United Kingdom
$270K -$3.59K -113 -1%
Citigroup
40
Citigroup
New York
$228K -$2.45K -77 -1%
AIG
41
American International Group
New York
$129K +$2.35K +74 +2%
JP Morgan Chase
42
JP Morgan Chase
New York
$106K -$51.5K -1,620 -32%
UBS Group
43
UBS Group
Switzerland
$98K +$65.1K +2,049 +189%
Barclays
44
Barclays
United Kingdom
$76K +$46.4K +1,458 +152%
Bank of America
45
Bank of America
North Carolina
$65K +$31.3K +984 +89%
Legal & General Group
46
Legal & General Group
United Kingdom
$30K
RQS
47
Ramsey Quantitative Systems
Kentucky
$27K +$7.66K +241 +39%
US Bancorp
48
US Bancorp
Minnesota
$24K +$24.4K +769 New
FIA
49
FNY Investment Advisers
New York
$16K -$206K -6,489 -93%
AIP
50
Ameritas Investment Partners
Nebraska
$14K

BWFG Hedge Fund Activity: Q3 2018 in Review

56 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2018, worth a combined $120M — down 1.1% from $121M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BWFG positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $1.95M. The largest seller was Wellington Management Group, cutting an estimated $2.96M.

  • 56 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2018, up from 55 in Q2 2018.
  • Funds reported $120M of Bankwell Financial Group stock for Q3 2018, down 1.1% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q3 2018 and 3 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q3 2018 was Lawrence B. Seidman, an estimated $1.95M added.
  • The largest Bankwell Financial Group seller in Q3 2018 was Wellington Management Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2018.