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Bankwell Financial Group
BWFG

62 hedge funds and large institutions have $119M invested in Bankwell Financial Group in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

11% more funds holding

Funds holding: 56 → 62 (+6)

4.06% more ownership

Funds ownership: 48.86% → 52.92% (+4.1%)

1% less capital invested

Capital invested by funds: $120M → $119M (-$1.49M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.8M
3
STA
Summit Trail Advisors
New York
+$1.63M
4
CP
Clover Partners
Texas
+$811K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$675K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.06M
2
Millennium Management
Millennium Management
New York
-$629K
3
PCM
Perritt Capital Management
Illinois
-$593K
4
Renaissance Technologies
Renaissance Technologies
New York
-$464K
5
Deutsche Bank
Deutsche Bank
Germany
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$655K +$670K +22,820 New
WIC
27
Wilkins Investment Counsel
Massachusetts
$636K – – –
AllianceBernstein
28
AllianceBernstein
Tennessee
$612K +$302K +10,269 +93%
Wells Fargo
29
Wells Fargo
California
$595K +$95K +3,233 +18%
Deutsche Bank
30
Deutsche Bank
Germany
$479K -$281K -9,572 -36%
Charles Schwab
31
Charles Schwab
California
$400K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$373K +$1.32K +45 +0.3%
TCIM
33
TIAA CREF Investment Management
New York
$348K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$334K +$243K +8,270 +244%
SWM
35
SeaCrest Wealth Management
New York
$327K +$1.23K +42 +0.4%
OAM
36
Oxford Asset Management
United Kingdom
$312K +$67.3K +2,290 +27%
SO
37
STRS Ohio
Ohio
$301K – – –
TA
38
Teachers Advisors
New York
$293K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$278K +$6.49K +221 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$266K +$272K +9,250 New
LSV Asset Management
41
LSV Asset Management
Illinois
$264K – – –
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$250K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$241K +$247K +8,404 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$207K -$52.9K -1,800 -20%
Citigroup
45
Citigroup
New York
$206K -$3K -102 -1%
AIG
46
American International Group
New York
$117K -$911 -31 -0.8%
Bank of America
47
Bank of America
North Carolina
$115K +$56K +1,907 +91%
UBS Group
48
UBS Group
Switzerland
$81K -$9.13K -311 -10%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$33K +$34.2K +1,165 New
HCM
50
Highlander Capital Management
New Jersey
$29K +$29.4K +1,000 New
1
2
3

BWFG Hedge Fund Activity: Q4 2018 in Review

62 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2018, worth a combined $119M — down 1.2% from $120M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $8.06M.

  • 62 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2018, up from 56 in Q3 2018.
  • Funds reported $119M of Bankwell Financial Group stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q4 2018 and 2 closed out, a net change of +6 holders.
  • The largest Bankwell Financial Group buyer in Q4 2018 was Lawrence B. Seidman, an estimated $11.1M added.
  • The largest Bankwell Financial Group seller in Q4 2018 was Wellington Management Group, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2018.