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Bankwell Financial Group

59 hedge funds and large institutions have $121M invested in Bankwell Financial Group in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

2% more funds holding

Funds holding: 5859 (+1)

0.27% more ownership

Funds ownership: 53.1%53.37% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $122M → $121M (-$1.09M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
27
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Wilkins Investment Counsel
Massachusetts
$636K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$531K +$271K +9,251 +100%
Charles Schwab
28
Charles Schwab
California
$454K +$55.4K +1,890 +14%
JP Morgan Chase
29
JP Morgan Chase
New York
$392K -$17.7K -603 -4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$375K +$1.41K +48 +0.4%
SWM
31
SeaCrest Wealth Management
New York
$356K +$1.52K +52 +0.4%
Wells Fargo
32
Wells Fargo
California
$354K -$350K -11,948 -49%
Invesco
33
Invesco
Georgia
$340K -$93.7K -3,200 -21%
SO
34
STRS Ohio
Ohio
$324K +$23.4K +800 +8%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$303K +$237K +8,079 +326%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$294K +$16.4K +561 +6%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$265K +$19K +650 +8%
LSV Asset Management
38
LSV Asset Management
Illinois
$264K
Brown Advisory
39
Brown Advisory
Maryland
$263K -$129K -4,416 -33%
Morgan Stanley
40
Morgan Stanley
New York
$262K -$213K -7,267 -44%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$250K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$207K
Citigroup
43
Citigroup
New York
$207K +$4.42K +151 +2%
OAM
44
Oxford Asset Management
United Kingdom
$206K +$211K +7,193 New
Deutsche Bank
45
Deutsche Bank
Germany
$148K -$151K -5,148 -50%
Barclays
46
Barclays
United Kingdom
$127K +$75.7K +2,585 +141%
AIG
47
American International Group
New York
$121K +$8.46K +289 +7%
Bank of America
48
Bank of America
North Carolina
$96K -$31.6K -1,080 -24%
UBS Group
49
UBS Group
Switzerland
$39K +$39.9K +1,362 New
Legal & General Group
50
Legal & General Group
United Kingdom
$36K +$8.49K +290 +30%

BWFG Hedge Fund Activity: Q2 2019 in Review

59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2019, worth a combined $121M — down 0.9% from $122M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 3 closed out — a net gain of 3 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $881K. The largest seller was AllianceBernstein, exiting entirely with an estimated $628K sold.

  • 59 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2019, up from 58 in Q1 2019.
  • Funds reported $121M of Bankwell Financial Group stock for Q2 2019, down 0.9% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2019 and 3 closed out, a net change of +3 holders.
  • The largest Bankwell Financial Group buyer in Q2 2019 was BlackRock, an estimated $881K added.
  • The largest Bankwell Financial Group seller in Q2 2019 was AllianceBernstein, an estimated $628K sold.

Based on aggregated 13F filings for Q2 2019.