We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

66 hedge funds and large institutions have $63.4M invested in Bankwell Financial Group in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% more capital invested

Capital invested by funds: $62.6M → $63.4M (+$809K)

0.47% more ownership

Funds ownership: 32.74% → 33.21% (+0.47%)

3% less funds holding

Funds holding: 68 → 66 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.57M
2
Morgan Stanley
Morgan Stanley
New York
+$1.16M
3
FL
Fourthstone LLC
Missouri
+$502K
4
KCM
Kennedy Capital Management
Missouri
+$391K
5
LSV Asset Management
LSV Asset Management
Illinois
+$301K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$657K
2
First Trust Advisors
First Trust Advisors
Illinois
-$431K
3
Man Group
Man Group
United Kingdom
-$382K
4
BlackRock
BlackRock
New York
-$340K
5
TI
Trexquant Investment
Connecticut
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
26
Man Group
United Kingdom
$299K -$382K -14,719 Closed
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$288K +$9.59K +369 +3%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$284K -$197K -7,600 -39%
Millennium Management
29
Millennium Management
New York
$270K -$248K -9,545 -46%
Goldman Sachs
30
Goldman Sachs
New York
$252K -$56.3K -2,166 -17%
Citadel Advisors
31
Citadel Advisors
Florida
$238K +$255K +9,811 New
Barclays
32
Barclays
United Kingdom
$235K +$34.9K +1,344 +16%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$219K +$3.14K +121 +1%
SC
34
Sierra Capital
Florida
$214K +$1.72K +66 +0.8%
Bank of America
35
Bank of America
North Carolina
$213K +$18.4K +709 +9%
Wells Fargo
36
Wells Fargo
California
$177K +$17.2K +663 +10%
UBS Group
37
UBS Group
Switzerland
$149K -$2.91K -112 -2%
SO
38
STRS Ohio
Ohio
$114K – – –
BFEC
39
Benjamin F. Edwards & Company
Missouri
$112K -$2.47K -95 -2%
HIM
40
Hillsdale Investment Management
Ontario, Canada
$112K +$44.2K +1,700 +59%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$95.7K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$92.8K -$31.6K -1,217 -24%
Allspring Global Investments
43
Allspring Global Investments
North Carolina
$82.8K -$124K -4,753 -58%
MIM
44
MetLife Investment Management
New Jersey
$72.9K – – –
AIG
45
American International Group
New York
$71.3K +$2.73K +105 +4%
KFI
46
Key Financial Inc
Pennsylvania
$70.4K – – –
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$59.3K +$23K +885 +57%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$50.2K -$1.58K -61 -3%
US Bancorp
49
US Bancorp
Minnesota
$41K – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$31.5K -$17.2K -660 -34%
1
2
3

BWFG Hedge Fund Activity: Q3 2023 in Review

66 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2023, worth a combined $63.4M — up 1.3% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWFG and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.57M. The largest seller was Bank of Montreal, exiting entirely with an estimated $657K sold.

  • 66 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2023, down from 68 in Q2 2023.
  • Funds reported $63.4M of Bankwell Financial Group stock for Q3 2023, up 1.3% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Bankwell Financial Group buyer in Q3 2023 was Pacific Ridge Capital Partners, an estimated $1.57M added.
  • The largest Bankwell Financial Group seller in Q3 2023 was Bank of Montreal, an estimated $657K sold.

Based on aggregated 13F filings for Q3 2023.