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Bankwell Financial Group
BWFG

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$4.54M
2
GAG
2
GM Advisory Group
New York
$2.48M
3
BlackRock
3
BlackRock
New York
$12.4M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$4.07M
5
KCM
5
Kennedy Capital Management
Missouri
$1M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
STA
2
Summit Trail Advisors
New York
$1.09M
3
Man Group
3
Man Group
United Kingdom
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$840K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$482K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$480K +$184K +6,087 +62%
Millennium Management
28
Millennium Management
New York
$456K +$121K +4,000 +36%
Bank of America
29
Bank of America
North Carolina
$375K +$111K +3,671 +42%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$375K +$16.7K +555 +5%
BCC
31
Bridge City Capital
Oregon
$300K +$300K +9,938 New
Two Sigma Investments
32
Two Sigma Investments
New York
$294K -$136K -4,522 -32%
UBS Group
33
UBS Group
Switzerland
$289K +$104K +3,448 +56%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$273K +$724 +24 +0.3%
SC
35
Sierra Capital
Florida
$268K +$2K +66 +0.8%
Wells Fargo
36
Wells Fargo
California
$263K +$42.5K +1,407 +19%
CPSC
37
Carl P. Sherr & Co
Massachusetts
$241K +$241K +8,000 New
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$238K +$238K +7,880 New
Two Sigma Advisers
39
Two Sigma Advisers
New York
$220K -$133K -4,400 -38%
MAM
40
Martingale Asset Management
Massachusetts
$201K +$201K +6,671 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$201K +$85.6K +2,836 +74%
SO
42
STRS Ohio
Ohio
$141K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$135K -$4.05K -134 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$119K +$121 +4 +0.1%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$103K – – –
HIM
46
Hillsdale Investment Management
Ontario, Canada
$96.6K -$42.3K -1,400 -30%
MIM
47
MetLife Investment Management
New Jersey
$90.6K – – –
AIG
48
American International Group
New York
$88.3K -$362 -12 -0.4%
KFI
49
Key Financial Inc
Pennsylvania
$87.5K – – –
A
50
AJOVista
Massachusetts
$67.3K +$67.3K +2,230 New
1
2
3