We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

54 hedge funds and large institutions have $65.2M invested in Bankwell Financial Group in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

24% more capital invested

Capital invested by funds: $52.5M → $65.2M (+$12.6M)

8.68% more ownership

Funds ownership: 43.42% → 52.1% (+8.7%)

2% less funds holding

Funds holding: 55 → 54 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
21
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EM
Endicott Management
New York
+$9.43M
2
SCM
Solas Capital Management
Connecticut
+$1.65M
3
KCM
Kennedy Capital Management
Missouri
+$496K
4
JP Morgan Chase
JP Morgan Chase
New York
+$444K
5
Northern Trust
Northern Trust
Illinois
+$417K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.49M
2
BFC
Banc Funds Company
Illinois
-$730K
3
SCP
Siena Capital Partners
Illinois
-$332K
4
BCM
Bridgeway Capital Management
Texas
-$298K
5
BSW
Buckingham Strategic Wealth
Missouri
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$215K +$44.5K +3,000 +29%
SWM
27
SeaCrest Wealth Management
New York
$208K +$1.78K +120 +0.9%
Brown Advisory
28
Brown Advisory
Maryland
$202K – – –
SO
29
STRS Ohio
Ohio
$195K +$14.8K +1,000 +9%
PCM
30
Perritt Capital Management
Illinois
$191K -$74.2K -5,000 -29%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$182K -$26K -1,754 -13%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$174K -$53.9K -3,629 -25%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$165K – – –
Morgan Stanley
34
Morgan Stanley
New York
$165K +$23K +1,548 +18%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$114K – – –
Citigroup
36
Citigroup
New York
$103K -$15.5K -1,046 -14%
BCM
37
Bourgeon Capital Management
Connecticut
$83K +$3.71K +250 +5%
KPW
38
Kore Private Wealth
New York
$81K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$65K -$490 -33 -0.8%
AIG
40
American International Group
New York
$64K +$1.77K +119 +3%
UBS Group
41
UBS Group
Switzerland
$62K -$47.6K -3,205 -45%
Barclays
42
Barclays
United Kingdom
$59K +$22.4K +1,507 +68%
BFIM
43
Beese Fulmer Investment Management
Ohio
$58K +$53.8K +3,626 New
Deutsche Bank
44
Deutsche Bank
Germany
$49K +$14.6K +983 +48%
Bank of America
45
Bank of America
North Carolina
$48K +$20.4K +1,373 +84%
TRCT
46
Tower Research Capital (TRC)
New York
$36K +$31.3K +2,111 +1,336%
US Bancorp
47
US Bancorp
Minnesota
$20K – – –
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$17K +$16.3K +1,100 New
Legal & General Group
49
Legal & General Group
United Kingdom
$14K – – –
Russell Investments Group
50
Russell Investments Group
United Kingdom
$8K -$272K -18,301 -97%
1
2
3

BWFG Hedge Fund Activity: Q2 2020 in Review

54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2020, worth a combined $65.2M — up 24% from $52.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWFG and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 21 added.

The largest buyer was Endicott Management, opening a new position worth an estimated $9.43M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.49M sold.

  • 54 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2020, down from 55 in Q1 2020.
  • Funds reported $65.2M of Bankwell Financial Group stock for Q2 2020, up 24% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2020 and 7 closed out, a net change of -1 holder.
  • The largest Bankwell Financial Group buyer in Q2 2020 was Endicott Management, an estimated $9.43M added.
  • The largest Bankwell Financial Group seller in Q2 2020 was Wellington Management Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2020.