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Bankwell Financial Group

68 hedge funds and large institutions have $62.6M invested in Bankwell Financial Group in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 6668 (+2)

0.41% more ownership

Funds ownership: 32.33%32.74% (+0.41%)

1% less capital invested

Capital invested by funds: $63.3M → $62.6M (-$664K)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$389K +$10.4K +440 +3%
Man Group
27
Man Group
United Kingdom
$359K +$349K +14,719 New
EST
28
EA Series Trust
Pennsylvania
$336K +$327K +13,769 New
EF
29
Empowered Funds
Pennsylvania
$336K +$327K +13,769 New
TI
30
Trexquant Investment
Connecticut
$309K +$8.8K +371 +3%
Goldman Sachs
31
Goldman Sachs
New York
$306K +$100K +4,226 +51%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$281K +$19.4K +816 +8%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$217K -$1.94K -82 -0.9%
SC
34
Sierra Capital
Florida
$213K +$1.68K +71 +0.8%
Barclays
35
Barclays
United Kingdom
$203K -$39.4K -1,662 -17%
PTC
36
Petrus Trust Company
Texas
$203K -$9.77K -412 -5%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$199K -$8.85K -373 -4%
Bank of America
38
Bank of America
North Carolina
$196K -$142K -6,009 -43%
Wells Fargo
39
Wells Fargo
California
$162K +$56.7K +2,390 +56%
UBS Group
40
UBS Group
Switzerland
$152K -$15.2K -640 -9%
JP Morgan Chase
41
JP Morgan Chase
New York
$123K +$17K +717 +17%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$115K +$16.8K +708 +18%
SO
43
STRS Ohio
Ohio
$114K
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$96.2K -$119 -5 -0.1%
MIM
45
MetLife Investment Management
New Jersey
$73.2K
HIM
46
Hillsdale Investment Management
Ontario, Canada
$70.7K -$11.9K -500 -15%
KFI
47
Key Financial Inc
Pennsylvania
$70.7K
AIG
48
American International Group
New York
$69.1K +$2.7K +114 +4%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$51.9K +$20.5K +865 +68%
Citigroup
50
Citigroup
New York
$48.2K +$46.4K +1,956 +8,891%

BWFG Hedge Fund Activity: Q2 2023 in Review

68 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2023, worth a combined $62.6M — down 1% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $719K.

  • 68 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $62.6M of Bankwell Financial Group stock for Q2 2023, down 1% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2023 was BlackRock, an estimated $1.1M added.
  • The largest Bankwell Financial Group seller in Q2 2023 was Morgan Stanley, an estimated $719K sold.

Based on aggregated 13F filings for Q2 2023.