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Bankwell Financial Group

56 hedge funds and large institutions have $77.7M invested in Bankwell Financial Group in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

6% more capital invested

Capital invested by funds: $73.5M → $77.7M (+$4.27M)

6% more funds holding

Funds holding: 5356 (+3)

0.31% more ownership

Funds ownership: 33.6%33.91% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
15
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$487K +$482K +16,563 New
Two Sigma Investments
27
Two Sigma Investments
New York
$443K +$442K +15,181 New
SWM
28
SeaCrest Wealth Management
New York
$417K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$389K +$385K +13,213 New
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$358K -$26.8K -920 -7%
American Century Companies
31
American Century Companies
Missouri
$328K +$48.3K +1,660 +18%
FL
32
Fourthstone LLC
Missouri
$301K -$85.8K -2,947 -22%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$284K +$281K +9,643 New
BCM
34
Bourgeon Capital Management
Connecticut
$255K
Ameriprise
35
Ameriprise
Minnesota
$247K +$245K +8,400 New
SC
36
Sierra Capital
Florida
$246K +$1.46K +50 +0.6%
CPSC
37
Carl P. Sherr & Co
Massachusetts
$233K +$17.5K +600 +8%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$227K +$224K +7,700 New
Wells Fargo
39
Wells Fargo
California
$223K +$2.74K +94 +1%
JP Morgan Chase
40
JP Morgan Chase
New York
$193K -$64.4K -2,212 -25%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$179K +$146K +5,000 +455%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$141K -$79.7K -2,737 -36%
KFI
43
Key Financial Inc
Pennsylvania
$85K
UBS Group
44
UBS Group
Switzerland
$70K +$13.4K +459 +23%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K
HIM
46
Hillsdale Investment Management
Ontario, Canada
$55K +$55.3K +1,900 New
US Bancorp
47
US Bancorp
Minnesota
$52K
BMD
48
Better Money Decisions
New Mexico
$33K
Barclays
49
Barclays
United Kingdom
$28K -$47.2K -1,623 -63%
Bank of America
50
Bank of America
North Carolina
$8K -$32.9K -1,131 -80%

BWFG Hedge Fund Activity: Q3 2021 in Review

56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2021, worth a combined $77.7M — up 5.8% from $73.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 7 closed out — a net gain of 3 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.16M. The largest seller was Solas Capital Management, cutting an estimated $1.78M.

  • 56 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2021, up from 53 in Q2 2021.
  • Funds reported $77.7M of Bankwell Financial Group stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q3 2021 and 7 closed out, a net change of +3 holders.
  • The largest Bankwell Financial Group buyer in Q3 2021 was Hotchkis & Wiley Capital Management, an estimated $2.16M added.
  • The largest Bankwell Financial Group seller in Q3 2021 was Solas Capital Management, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2021.