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Bankwell Financial Group
BWFG

70 hedge funds and large institutions have $75.2M invested in Bankwell Financial Group in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 68 → 70 (+2)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.46% less ownership

Funds ownership: 33.73% → 33.26% (-0.46%)

8% less capital invested

Capital invested by funds: $81.3M → $75.2M (-$6.11M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
23
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.07M
2
First Trust Advisors
First Trust Advisors
Illinois
+$639K
3
EVC
Eidelman Virant Capital
Missouri
+$636K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$440K
5
LSV Asset Management
LSV Asset Management
Illinois
+$408K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$1.69M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$979K
3
Two Sigma Investments
Two Sigma Investments
New York
-$949K
4
Renaissance Technologies
Renaissance Technologies
New York
-$760K
5
QC
Quadrature Capital
United Kingdom
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$585K +$639K +20,101 New
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$569K -$9.03K -284 -1%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$507K +$72.9K +2,292 +15%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$482K – – –
SWM
30
SeaCrest Wealth Management
New York
$452K – – –
QC
31
Quadrature Capital
United Kingdom
$446K -$323K -10,151 -40%
TI
32
Trexquant Investment
Connecticut
$434K -$53K -1,667 -10%
Charles Schwab
33
Charles Schwab
California
$430K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$304K +$65.5K +2,062 +25%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$265K +$289K +9,093 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$258K +$14.3K +450 +5%
AQR Capital Management
37
AQR Capital Management
Connecticut
$253K +$276K +8,679 New
SC
38
Sierra Capital
Florida
$249K +$1.69K +53 +0.6%
CPSC
39
Carl P. Sherr & Co
Massachusetts
$233K – – –
N
40
Nuveen
North Carolina
$229K – – –
Goldman Sachs
41
Goldman Sachs
New York
$229K +$250K +7,879 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$223K +$12.2K +385 +5%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$115K +$1.62K +51 +1%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$99.5K +$68.3K +2,149 +169%
JP Morgan Chase
45
JP Morgan Chase
New York
$90K -$42.1K -1,324 -30%
UBS Group
46
UBS Group
Switzerland
$84K -$38.2K -1,201 -29%
KFI
47
Key Financial Inc
Pennsylvania
$84K – – –
AIG
48
American International Group
New York
$78K +$1.21K +38 +1%
Wells Fargo
49
Wells Fargo
California
$68K -$14.4K -452 -16%
Deutsche Bank
50
Deutsche Bank
Germany
$67K -$11.8K -372 -14%
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BWFG Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2022, worth a combined $75.2M — down 7.5% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.07M. The largest seller was Millennium Management, cutting an estimated $1.69M.

  • 70 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $75.2M of Bankwell Financial Group stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q3 2022 was Morgan Stanley, an estimated $1.07M added.
  • The largest Bankwell Financial Group seller in Q3 2022 was Millennium Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2022.