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Bankwell Financial Group
BWFG

55 hedge funds and large institutions have $82.1M invested in Bankwell Financial Group in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

10% more funds holding

Funds holding: 50 → 55 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $82.9M → $82.1M (-$850K)

1.38% less ownership

Funds ownership: 32.22% → 30.84% (-1.4%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
23
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$1.46M
2
LSV Asset Management
LSV Asset Management
Illinois
+$939K
3
Millennium Management
Millennium Management
New York
+$764K
4
BFC
Banc Funds Company
Illinois
+$681K
5
Two Sigma Investments
Two Sigma Investments
New York
+$574K

Top Sellers

Rank Fund Capital Flow
1
EM
Endicott Management
New York
-$9.84M
2
Renaissance Technologies
Renaissance Technologies
New York
-$579K
3
E
Ergoteles
New York
-$257K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$253K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$652K +$105K +3,077 +19%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$647K -$224K -6,593 -26%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$560K – – –
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$535K +$123K +3,602 +29%
SWM
30
SeaCrest Wealth Management
New York
$525K +$45.9K +1,350 +10%
Morgan Stanley
31
Morgan Stanley
New York
$394K +$20K +588 +5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$319K +$86.1K +2,530 +37%
SC
33
Sierra Capital
Florida
$286K +$1.63K +48 +0.6%
6CM
34
683 Capital Management
New York
$285K +$287K +8,424 New
Man Group
35
Man Group
United Kingdom
$284K +$285K +8,383 New
CPSC
36
Carl P. Sherr & Co
Massachusetts
$271K – – –
BCM
37
Bourgeon Capital Management
Connecticut
$261K -$33K -969 -11%
Citigroup
38
Citigroup
New York
$243K +$244K +7,172 New
JP Morgan Chase
39
JP Morgan Chase
New York
$216K +$15.7K +460 +8%
Jane Street
40
Jane Street
New York
$214K +$216K +6,338 New
Citadel Advisors
41
Citadel Advisors
Florida
$209K +$210K +6,177 New
UBS Group
42
UBS Group
Switzerland
$131K +$34K +1,000 +35%
Wells Fargo
43
Wells Fargo
California
$113K -$5.11K -150 -4%
KFI
44
Key Financial Inc
Pennsylvania
$98K – – –
US Bancorp
45
US Bancorp
Minnesota
$75K +$10.2K +300 +16%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$68K – – –
FIA
47
FNY Investment Advisers
New York
$67K +$68.1K +2,000 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$39K +$39.3K +1,154 New
Lazard Asset Management
49
Lazard Asset Management
New York
$18K +$18.2K +536 New
VRM
50
Vectors Research Management
New York
$14K – – –
1
2
3

BWFG Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2022, worth a combined $82.1M — down 1% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWFG positions and 4 closed out — a net gain of 5 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.46M. The largest seller was Endicott Management, cutting an estimated $9.84M.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $82.1M of Bankwell Financial Group stock for Q1 2022, down 1% quarter-over-quarter.
  • 9 funds opened new Bankwell Financial Group positions in Q1 2022 and 4 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $1.46M added.
  • The largest Bankwell Financial Group seller in Q1 2022 was Endicott Management, an estimated $9.84M sold.

Based on aggregated 13F filings for Q1 2022.