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Bankwell Financial Group
BWFG

58 hedge funds and large institutions have $122M invested in Bankwell Financial Group in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $119M → $122M (+$2.99M)

0.19% more ownership

Funds ownership: 52.92% → 53.1% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less funds holding

Funds holding: 62 → 58 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
20
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$3.69M
2
Renaissance Technologies
Renaissance Technologies
New York
+$694K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$655K
4
State Street
State Street
Massachusetts
+$451K
5
KCM
Kennedy Capital Management
Missouri
+$419K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.45M
2
PCM
Perritt Capital Management
Illinois
-$1.05M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$655K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$416K
5
Morgan Stanley
Morgan Stanley
New York
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$628K +$5.86K +200 +0.9%
Morgan Stanley
27
Morgan Stanley
New York
$478K -$363K -12,404 -43%
Invesco
28
Invesco
Georgia
$438K -$271K -9,245 -38%
KCM
29
Kennedy Capital Management
Missouri
$417K +$419K +14,302 New
JP Morgan Chase
30
JP Morgan Chase
New York
$415K +$75.2K +2,568 +22%
Charles Schwab
31
Charles Schwab
California
$406K – – –
Brown Advisory
32
Brown Advisory
Maryland
$396K +$397K +13,567 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$380K +$1.35K +46 +0.4%
SWM
34
SeaCrest Wealth Management
New York
$360K +$27.7K +944 +8%
TCIM
35
TIAA CREF Investment Management
New York
$353K – – –
SO
36
STRS Ohio
Ohio
$306K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$300K -$187K -6,392 -38%
TA
38
Teachers Advisors
New York
$298K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$282K – – –
Goldman Sachs
40
Goldman Sachs
New York
$275K +$276K +9,437 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$270K – – –
LSV Asset Management
42
LSV Asset Management
Illinois
$268K – – –
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$254K – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$251K +$5.6K +191 +2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$210K – – –
Citigroup
46
Citigroup
New York
$206K -$3.16K -108 -2%
Bank of America
47
Bank of America
North Carolina
$130K +$13K +445 +11%
AIG
48
American International Group
New York
$115K -$3.75K -128 -3%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$72K +$38.6K +1,317 +113%
Barclays
50
Barclays
United Kingdom
$54K +$50.2K +1,714 +1,371%
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BWFG Hedge Fund Activity: Q1 2019 in Review

58 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2019, worth a combined $122M — up 2.5% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BWFG and 6 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was Lawrence B. Seidman, adding an estimated $3.69M. The largest seller was Wellington Management Group, cutting an estimated $3.45M.

  • 58 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2019, down from 62 in Q4 2018.
  • Funds reported $122M of Bankwell Financial Group stock for Q1 2019, up 2.5% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q1 2019 and 10 closed out, a net change of -4 holders.
  • The largest Bankwell Financial Group buyer in Q1 2019 was Lawrence B. Seidman, an estimated $3.69M added.
  • The largest Bankwell Financial Group seller in Q1 2019 was Wellington Management Group, an estimated $3.45M sold.

Based on aggregated 13F filings for Q1 2019.