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Bankwell Financial Group
BWFG

74 hedge funds and large institutions have $70.1M invested in Bankwell Financial Group in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 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

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

6% more funds holding

Funds holding: 70 → 74 (+4)

0.8% more ownership

Funds ownership: 33.26% → 34.06% (+0.8%)

7% less capital invested

Capital invested by funds: $75.2M → $70.1M (-$5.09M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.65M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$740K
3
LSV Asset Management
LSV Asset Management
Illinois
+$683K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$588K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$461K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.49M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$551K
3
Marshall Wace
Marshall Wace
United Kingdom
-$435K
4
Millennium Management
Millennium Management
New York
-$318K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$457K – – –
Charles Schwab
27
Charles Schwab
California
$450K +$15.8K +530 +4%
Marshall Wace
28
Marshall Wace
United Kingdom
$422K -$435K -14,596 -50%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$383K -$131K -4,412 -25%
TI
30
Trexquant Investment
Connecticut
$381K -$58.8K -1,974 -13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$338K +$30.7K +1,032 +10%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$333K -$244K -8,210 -42%
PTC
33
Petrus Trust Company
Texas
$325K +$329K +11,040 New
Bank of America
34
Bank of America
North Carolina
$284K +$240K +8,061 +503%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$282K +$232K +7,806 +442%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$265K +$4.14K +139 +2%
QC
37
Quadrature Capital
United Kingdom
$263K -$188K -6,325 -41%
Barclays
38
Barclays
United Kingdom
$256K +$252K +8,459 +3,539%
SC
39
Sierra Capital
Florida
$253K +$1.64K +55 +0.6%
Man Group
40
Man Group
United Kingdom
$246K +$249K +8,373 New
CPSC
41
Carl P. Sherr & Co
Massachusetts
$235K – – –
N
42
Nuveen
North Carolina
$232K – – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$226K – – –
Invesco
44
Invesco
Georgia
$217K +$220K +7,381 New
UBS Group
45
UBS Group
Switzerland
$174K +$90.6K +3,042 +106%
SO
46
STRS Ohio
Ohio
$138K +$140K +4,700 New
JP Morgan Chase
47
JP Morgan Chase
New York
$121K +$30.8K +1,033 +33%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$116K -$208 -7 -0.2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$112K +$11.9K +399 +12%
HIM
50
Hillsdale Investment Management
Ontario, Canada
$100K -$551K -18,512 -84%
1
2
3 4

BWFG Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2022, worth a combined $70.1M — down 6.8% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWFG positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.

  • 74 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $70.1M of Bankwell Financial Group stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 9 funds opened new Bankwell Financial Group positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q4 2022 was BlackRock, an estimated $1.65M added.
  • The largest Bankwell Financial Group seller in Q4 2022 was Morgan Stanley, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.