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Bankwell Financial Group
BWFG

66 hedge funds and large institutions have $69.6M invested in Bankwell Financial Group in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 64 → 66 (+2)

0.48% more ownership

Funds ownership: 34.23% → 34.72% (+0.48%)

1% less capital invested

Capital invested by funds: $70.5M → $69.6M (-$926K)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$657K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$284K
3
N
Nuveen
North Carolina
+$197K
4
GAG
GM Advisory Group
New York
+$154K
5
Goldman Sachs
Goldman Sachs
New York
+$106K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$299K
2
CPSC
Carl P. Sherr & Co
Massachusetts
-$208K
3
JP Morgan Chase
JP Morgan Chase
New York
-$167K
4
PRCP
Pacific Ridge Capital Partners
Oregon
-$128K
5
HIM
Hillsdale Investment Management
Ontario, Canada
-$93.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCC
26
Bridge City Capital
Oregon
$344K +$44.5K +1,832 +16%
Citadel Advisors
27
Citadel Advisors
Florida
$337K -$42.4K -1,745 -12%
Wells Fargo
28
Wells Fargo
California
$281K +$24.3K +999 +10%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$279K -$875 -36 -0.3%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$239K +$6.74K +277 +3%
Two Sigma Investments
31
Two Sigma Investments
New York
$239K -$7.29K -300 -3%
Bank of America
32
Bank of America
North Carolina
$232K +$18.6K +766 +9%
SC
33
Sierra Capital
Florida
$229K +$1.8K +74 +0.8%
N
34
Nuveen
North Carolina
$205K +$197K +8,096 New
UBS Group
35
UBS Group
Switzerland
$125K -$93.3K -3,838 -44%
SO
36
STRS Ohio
Ohio
$124K +$12.2K +500 +11%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$124K +$35.2K +1,449 +42%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$119K +$8.75K +360 +8%
JP Morgan Chase
39
JP Morgan Chase
New York
$112K -$167K -6,870 -61%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$100K +$49 +2 +0.1%
CF
41
Corebridge Financial
Texas
$88.1K +$84.4K +3,471 New
MIM
42
MetLife Investment Management
New Jersey
$85.2K +$8.61K +354 +12%
Mirae Asset Global ETFs Holdings
43
Mirae Asset Global ETFs Holdings
Hong Kong
$82.6K +$79.1K +3,254 New
KFI
44
Key Financial Inc
Pennsylvania
$73.6K – – –
TRCT
45
Tower Research Capital (TRC)
New York
$53.4K +$45.2K +1,857 +752%
Citigroup
46
Citigroup
New York
$46K +$8.83K +363 +25%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$44.7K +$389 +16 +0.9%
US Bancorp
48
US Bancorp
Minnesota
$42.9K – – –
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$29.8K -$42K -1,726 -59%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$28K -$1.63K -67 -6%
1
2
3

BWFG Hedge Fund Activity: Q2 2024 in Review

66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2024, worth a combined $69.6M — down 1.3% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $657K. The largest seller was Renaissance Technologies, cutting an estimated $299K.

  • 66 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $69.6M of Bankwell Financial Group stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q2 2024 and 6 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2024 was BlackRock, an estimated $657K added.
  • The largest Bankwell Financial Group seller in Q2 2024 was Renaissance Technologies, an estimated $299K sold.

Based on aggregated 13F filings for Q2 2024.