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Bankwell Financial Group

68 hedge funds and large institutions have $81.3M invested in Bankwell Financial Group in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

24% more funds holding

Funds holding: 5568 (+13)

2.89% more ownership

Funds ownership: 30.84%33.73% (+2.9%)

1% less capital invested

Capital invested by funds: $82.1M → $81.3M (-$832K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
22
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$546K +$59.2K +1,759 +11%
TI
27
Trexquant Investment
Connecticut
$515K +$558K +16,586 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$514K
SWM
29
SeaCrest Wealth Management
New York
$482K
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$469K +$509K +15,117 New
Charles Schwab
31
Charles Schwab
California
$459K +$497K +14,758 New
Bank of America
32
Bank of America
North Carolina
$351K +$374K +11,123 +5,854%
SC
33
Sierra Capital
Florida
$264K +$1.68K +50 +0.6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$261K -$35.3K -1,048 -11%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$261K +$283K +8,400 New
CPSC
36
Carl P. Sherr & Co
Massachusetts
$248K
N
37
Nuveen
North Carolina
$245K +$265K +7,880 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$226K +$245K +7,280 New
FIA
39
FNY Investment Advisers
New York
$217K +$168K +5,000 +250%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$216K -$627K -18,622 -73%
EGM
41
Engineers Gate Manager
New York
$216K +$234K +6,949 New
JF
42
Jump Financial
Illinois
$215K +$232K +6,900 New
JP Morgan Chase
43
JP Morgan Chase
New York
$137K -$66.4K -1,974 -31%
UBS Group
44
UBS Group
Switzerland
$126K +$6.76K +201 +5%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$121K +$131K +3,900 New
TRCT
46
Tower Research Capital (TRC)
New York
$103K +$102K +3,037 +1,117%
KFI
47
Key Financial Inc
Pennsylvania
$91K
Wells Fargo
48
Wells Fargo
California
$86K -$19K -564 -17%
Deutsche Bank
49
Deutsche Bank
Germany
$83K +$89.6K +2,664 New
AIG
50
American International Group
New York
$82K +$88.7K +2,637 New

BWFG Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2022, worth a combined $81.3M — down 1% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BWFG positions and 6 closed out — a net gain of 15 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $8.44M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.03M sold.

  • 68 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2022, up from 55 in Q1 2022.
  • Funds reported $81.3M of Bankwell Financial Group stock for Q2 2022, down 1% quarter-over-quarter.
  • 21 funds opened new Bankwell Financial Group positions in Q2 2022 and 6 closed out, a net change of +15 holders.
  • The largest Bankwell Financial Group buyer in Q2 2022 was BlackRock, an estimated $8.44M added.
  • The largest Bankwell Financial Group seller in Q2 2022 was Atria Wealth Solutions, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2022.