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Bankwell Financial Group

50 hedge funds and large institutions have $84.5M invested in Bankwell Financial Group in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more capital invested

Capital invested by funds: $77.2M → $84.5M (+$7.33M)

4% more funds holding

Funds holding: 4850 (+2)

10.62% less ownership

Funds ownership: 50.01%39.39% (-11%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
18
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$281K -$10.6K -460 -4%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$269K -$8.26K -358 -3%
BCM
28
Bourgeon Capital Management
Connecticut
$234K +$99.9K +4,329 +100%
BCM
29
Bridgeway Capital Management
Texas
$232K +$198K +8,600 New
Bank of America
30
Bank of America
North Carolina
$231K +$111K +4,813 +128%
SC
31
Sierra Capital
Florida
$223K +$191K +8,262 New
American Century Companies
32
American Century Companies
Missouri
$201K +$172K +7,464 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$194K
Barclays
34
Barclays
United Kingdom
$150K +$78.5K +3,403 +159%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$143K +$13.8K +598 +13%
Deutsche Bank
36
Deutsche Bank
Germany
$117K -$9.07K -393 -8%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$81.6K +$23.6K +1,022 +51%
KFI
38
Key Financial Inc
Pennsylvania
$78K
UBS Group
39
UBS Group
Switzerland
$78K +$1.75K +76 +3%
US Bancorp
40
US Bancorp
Minnesota
$48K +$11.5K +500 +39%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K
TRCT
42
Tower Research Capital (TRC)
New York
$19K -$58.4K -2,533 -78%
Legal & General Group
43
Legal & General Group
United Kingdom
$16K
Citigroup
44
Citigroup
New York
$12K -$21.3K -923 -68%
AIP
45
Ameritas Investment Partners
Nebraska
$12K
WT
46
Washington Trust
Rhode Island
$5K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$4K -$19.5K -845 -86%
GWS
48
Glassman Wealth Services
Virginia
$2K +$2.1K +91 New
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$1K +$507 +22 New
AIG
50
American International Group
New York
$104 +$231 +10 +0.3%

BWFG Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2021, worth a combined $84.5M — up 9.5% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.01M. The largest seller was Kennedy Capital Management, cutting an estimated $4.01M.

  • 50 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $84.5M of Bankwell Financial Group stock for Q1 2021, up 9.5% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest Bankwell Financial Group buyer in Q1 2021 was Banc Funds Company, an estimated $1.01M added.
  • The largest Bankwell Financial Group seller in Q1 2021 was Kennedy Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2021.