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Bankwell Financial Group
BWFG

71 hedge funds and large institutions have $87.9M invested in Bankwell Financial Group in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

39% more capital invested

Capital invested by funds: $63.4M → $87.9M (+$24.5M)

8% more funds holding

Funds holding: 66 → 71 (+5)

3.96% more ownership

Funds ownership: 33.21% → 37.17% (+4%)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.2M
2
GAG
GM Advisory Group
New York
+$2.18M
3
BlackRock
BlackRock
New York
+$1.12M
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$784K
5
KCM
Kennedy Capital Management
Missouri
+$481K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$469K
2
STA
Summit Trail Advisors
New York
-$275K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$245K
4
Two Sigma Investments
Two Sigma Investments
New York
-$120K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$482K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$480K +$161K +6,087 +62%
Millennium Management
28
Millennium Management
New York
$456K +$106K +4,000 +36%
Bank of America
29
Bank of America
North Carolina
$375K +$97.2K +3,671 +42%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$375K +$14.7K +555 +5%
BCC
31
Bridge City Capital
Oregon
$300K +$263K +9,938 New
Two Sigma Investments
32
Two Sigma Investments
New York
$294K -$120K -4,522 -32%
UBS Group
33
UBS Group
Switzerland
$289K +$91.3K +3,448 +56%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$273K +$635 +24 +0.3%
SC
35
Sierra Capital
Florida
$268K +$1.75K +66 +0.8%
Wells Fargo
36
Wells Fargo
California
$263K +$37.2K +1,407 +19%
CPSC
37
Carl P. Sherr & Co
Massachusetts
$241K +$212K +8,000 New
N
38
Nuveen
North Carolina
$238K +$209K +7,880 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$220K -$116K -4,400 -38%
MAM
40
Martingale Asset Management
Massachusetts
$201K +$177K +6,671 New
JP Morgan Chase
41
JP Morgan Chase
New York
$201K +$75.1K +2,836 +74%
SO
42
STRS Ohio
Ohio
$141K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$135K -$3.55K -134 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$119K +$106 +4 +0.1%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$103K – – –
HIM
46
Hillsdale Investment Management
Ontario, Canada
$96.6K -$37.1K -1,400 -30%
MIM
47
MetLife Investment Management
New Jersey
$90.6K – – –
AIG
48
American International Group
New York
$88.3K -$318 -12 -0.4%
KFI
49
Key Financial Inc
Pennsylvania
$87.5K – – –
A
50
AJOVista
Massachusetts
$67.3K +$59K +2,230 New
1
2
3

BWFG Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2023, worth a combined $87.9M — up 39% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.2M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $469K sold.

  • 71 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2023, up from 66 in Q3 2023.
  • Funds reported $87.9M of Bankwell Financial Group stock for Q4 2023, up 39% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $2.2M added.
  • The largest Bankwell Financial Group seller in Q4 2023 was Fourthstone LLC, an estimated $469K sold.

Based on aggregated 13F filings for Q4 2023.