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Bankwell Financial Group
BWFG

56 hedge funds and large institutions have $122M invested in Bankwell Financial Group in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more capital invested

Capital invested by funds: $114M → $122M (+$7.26M)

0.74% more ownership

Funds ownership: 53.09% → 53.83% (+0.74%)

0% more funds holding

Funds holding: 56 → 56 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
23
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
STA
Summit Trail Advisors
New York
+$2.57M
2
KCM
Kennedy Capital Management
Missouri
+$1.44M
3
Renaissance Technologies
Renaissance Technologies
New York
+$257K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$255K
5
State Street
State Street
Massachusetts
+$242K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$973K
2
KPW
Kore Private Wealth
New York
-$702K
3
PCM
Perritt Capital Management
Illinois
-$451K
4
Millennium Management
Millennium Management
New York
-$448K
5
BCM
Bridgeway Capital Management
Texas
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$518K -$43.4K -1,519 -8%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$463K +$74.5K +2,608 +19%
Charles Schwab
28
Charles Schwab
California
$456K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$380K +$1.43K +50 +0.4%
Brown Advisory
30
Brown Advisory
Maryland
$366K +$101K +3,529 +39%
SWM
31
SeaCrest Wealth Management
New York
$347K -$12.1K -422 -3%
Invesco
32
Invesco
Georgia
$332K +$5.94K +208 +2%
SO
33
STRS Ohio
Ohio
$325K – – –
UBS Group
34
UBS Group
Switzerland
$316K +$95.3K +3,337 +44%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$303K +$51.4K +1,800 +21%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$295K – – –
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$290K -$857 -30 -0.3%
CPSC
38
Carl P. Sherr & Co
Massachusetts
$245K +$243K +8,500 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$208K – – –
Russell Investments Group
40
Russell Investments Group
United Kingdom
$204K – – –
Citigroup
41
Citigroup
New York
$197K +$13.4K +470 +7%
Barclays
42
Barclays
United Kingdom
$196K +$96.8K +3,389 +100%
FIA
43
FNY Investment Advisers
New York
$180K +$118K +4,123 +194%
KPW
44
Kore Private Wealth
New York
$173K -$702K -24,562 -80%
BCM
45
Bourgeon Capital Management
Connecticut
$144K -$17.1K -600 -11%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$127K +$126K +4,423 New
AIG
47
American International Group
New York
$120K -$1K -35 -0.8%
Bank of America
48
Bank of America
North Carolina
$113K +$3.43K +120 +3%
Deutsche Bank
49
Deutsche Bank
Germany
$75K +$19.4K +679 +35%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$46.6K +$17.1K +597 +59%
1
2
3

BWFG Hedge Fund Activity: Q4 2019 in Review

56 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2019, worth a combined $122M — up 6.3% from $114M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BWFG positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $2.57M. The largest seller was Banc Funds Company, cutting an estimated $973K.

  • 56 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $122M of Bankwell Financial Group stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q4 2019 and 3 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q4 2019 was Summit Trail Advisors, an estimated $2.57M added.
  • The largest Bankwell Financial Group seller in Q4 2019 was Banc Funds Company, an estimated $973K sold.

Based on aggregated 13F filings for Q4 2019.