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Bankwell Financial Group
BWFG

48 hedge funds and large institutions have $77.2M invested in Bankwell Financial Group in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $56.4M → $77.2M (+$20.8M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

0% more funds holding

Funds holding: 48 → 48 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.23% less ownership

Funds ownership: 50.24% → 50.01% (-0.23%)

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
3
Increased
16
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$849K
2
BlackRock
BlackRock
New York
+$392K
3
Renaissance Technologies
Renaissance Technologies
New York
+$334K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$189K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$76.2K

Top Sellers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
-$642K
2
JP Morgan Chase
JP Morgan Chase
New York
-$311K
3
Invesco
Invesco
Georgia
-$186K
4
PCM
Perritt Capital Management
Illinois
-$170K
5
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$157K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$240K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$228K +$1.57K +90 +0.8%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$213K +$189K +10,892 New
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$202K – – –
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$141K – – –
Deutsche Bank
31
Deutsche Bank
Germany
$93K +$23.7K +1,362 +40%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$92K +$6.54K +376 +9%
BCM
33
Bourgeon Capital Management
Connecticut
$85K -$69.6K -4,000 -48%
Bank of America
34
Bank of America
North Carolina
$73K +$23.3K +1,342 +56%
TRCT
35
Tower Research Capital (TRC)
New York
$64K -$86.1K -4,952 -60%
KFI
36
Key Financial Inc
Pennsylvania
$57K +$50.4K +2,900 New
UBS Group
37
UBS Group
Switzerland
$55K +$13.3K +763 +37%
Barclays
38
Barclays
United Kingdom
$42K -$16.7K -958 -31%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$39.2K +$7.41K +426 +27%
Citigroup
40
Citigroup
New York
$27K -$77.5K -4,455 -77%
US Bancorp
41
US Bancorp
Minnesota
$25K – – –
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$19K +$11.8K +681 +223%
Legal & General Group
44
Legal & General Group
United Kingdom
$11K – – –
AIP
45
Ameritas Investment Partners
Nebraska
$9K – – –
WT
46
Washington Trust
Rhode Island
$4K – – –
AIG
47
American International Group
New York
$75 -$1.91K -110 -3%
EPCA
48
Elizabeth Park Capital Advisors
Ohio
– -$642K -45,365 Closed
Invesco
49
Invesco
Georgia
– -$186K -13,167 Closed
PCM
50
Perritt Capital Management
Illinois
– -$170K -12,000 Closed
1
2
3

BWFG Hedge Fund Activity: Q4 2020 in Review

48 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2020, worth a combined $77.2M — up 37% from $56.4M a quarter earlier.

Fund positioning in BWFG was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 14 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $849K. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $642K sold.

  • 48 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $77.2M of Bankwell Financial Group stock for Q4 2020, up 37% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q4 2020 and 3 closed out, a net change of 0 holders.
  • The largest Bankwell Financial Group buyer in Q4 2020 was Kennedy Capital Management, an estimated $849K added.
  • The largest Bankwell Financial Group seller in Q4 2020 was Elizabeth Park Capital Advisors, an estimated $642K sold.

Based on aggregated 13F filings for Q4 2020.