We are live on ! Find out more
BWFG icon

Bankwell Financial Group

55 hedge funds and large institutions have $52.5M invested in Bankwell Financial Group in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

2% less funds holding

Funds holding: 5655 (-1)

10.41% less ownership

Funds ownership: 53.83%43.42% (-10%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less capital invested

Capital invested by funds: $122M → $52.5M (-$69.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.7M

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
20
Reduced
22
Closed
5
Calls
Puts
$9.7M
Net Calls
-$9.7M
Net Calls Change
-$9.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$225K -$129K -5,118 -26%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$222K +$113K +4,500 +45%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$202K +$1.39K +55 +0.4%
SWM
29
SeaCrest Wealth Management
New York
$198K +$24.1K +958 +8%
Brown Advisory
30
Brown Advisory
Maryland
$194K
Invesco
31
Invesco
Georgia
$194K +$29.2K +1,160 +10%
SO
32
STRS Ohio
Ohio
$172K
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$160K
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$158K +$2.97K +118 +1%
Morgan Stanley
35
Morgan Stanley
New York
$135K -$237K -9,409 -52%
Citigroup
36
Citigroup
New York
$114K +$16.9K +669 +10%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$110K
UBS Group
38
UBS Group
Switzerland
$109K -$95.8K -3,802 -35%
KPW
39
Kore Private Wealth
New York
$78K -$21.9K -867 -14%
BCM
40
Bourgeon Capital Management
Connecticut
$76K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$64K -$7.31K -290 -7%
AIG
42
American International Group
New York
$60K -$5.75K -228 -5%
KFI
43
Key Financial Inc
Pennsylvania
$46K +$73.1K +2,900 New
Barclays
44
Barclays
United Kingdom
$34K -$115K -4,556 -67%
Victory Capital Management
45
Victory Capital Management
Texas
$34K +$55.4K +2,196 New
Deutsche Bank
46
Deutsche Bank
Germany
$32K -$14.1K -560 -21%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$31.6K +$11.5K +456 +28%
Bank of America
48
Bank of America
North Carolina
$25K -$57.2K -2,268 -58%
US Bancorp
49
US Bancorp
Minnesota
$19K +$12.6K +500 +65%
Legal & General Group
50
Legal & General Group
United Kingdom
$14K -$9.3K -369 -29%

BWFG Hedge Fund Activity: Q1 2020 in Review

55 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2020, worth a combined $52.5M — down 57% from $122M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BWFG and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 20 added.

The largest buyer was BlackRock, adding an estimated $671K. The largest seller was Endicott Management, exiting entirely with an estimated $16M sold.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2020, down from 56 in Q4 2019.
  • Funds reported $52.5M of Bankwell Financial Group stock for Q1 2020, down 57% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q1 2020 and 5 closed out, a net change of -1 holder.
  • The largest Bankwell Financial Group buyer in Q1 2020 was BlackRock, an estimated $671K added.
  • The largest Bankwell Financial Group seller in Q1 2020 was Endicott Management, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2020.