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Bankwell Financial Group

50 hedge funds and large institutions have $82.9M invested in Bankwell Financial Group in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $77.7M → $82.9M (+$5.21M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

1.7% less ownership

Funds ownership: 33.91%32.22% (-1.7%)

11% less funds holding

Funds holding: 5650 (-6)

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
15
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$533K -$120K -3,872 -19%
American Century Companies
27
American Century Companies
Missouri
$501K +$128K +4,130 +37%
SWM
28
SeaCrest Wealth Management
New York
$466K
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$401K +$79.7K +2,581 +27%
Morgan Stanley
30
Morgan Stanley
New York
$363K -$223K -7,222 -40%
BCM
31
Bourgeon Capital Management
Connecticut
$285K
SC
32
Sierra Capital
Florida
$276K +$1.45K +47 +0.6%
CPSC
33
Carl P. Sherr & Co
Massachusetts
$263K
E
34
Ergoteles
New York
$257K -$616K -19,927 -72%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$253K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$226K +$63.8K +2,064 +43%
JP Morgan Chase
37
JP Morgan Chase
New York
$194K -$19.7K -637 -10%
Wells Fargo
38
Wells Fargo
California
$114K -$128K -4,151 -54%
KFI
39
Key Financial Inc
Pennsylvania
$95K
UBS Group
40
UBS Group
Switzerland
$94K +$13.8K +447 +18%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$66K
US Bancorp
42
US Bancorp
Minnesota
$63K +$4.63K +150 +8%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$31K -$158K -5,130 -84%
VRM
44
Vectors Research Management
New York
$13K +$12.4K +400 New
WTA
45
Washington Trust Advisors
Massachusetts
$7K +$6.18K +200 New
Bank of America
46
Bank of America
North Carolina
$5K -$4.6K -149 -52%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$3.78K -$278 -9 -7%
GWS
48
Glassman Wealth Services
Virginia
$3K
TRCT
49
Tower Research Capital (TRC)
New York
$1K -$1.67K -54 -57%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$1K

BWFG Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2021, worth a combined $82.9M — up 6.7% from $77.7M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BWFG and 4 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Hillsdale Investment Management, adding an estimated $850K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.18M sold.

  • 50 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2021, down from 56 in Q3 2021.
  • Funds reported $82.9M of Bankwell Financial Group stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q4 2021 and 10 closed out, a net change of -6 holders.
  • The largest Bankwell Financial Group buyer in Q4 2021 was Hillsdale Investment Management, an estimated $850K added.
  • The largest Bankwell Financial Group seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2021.