We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

69 hedge funds and large institutions have $84.8M invested in Bankwell Financial Group in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

22% more capital invested

Capital invested by funds: $69.6M → $84.8M (+$15.2M)

5% more funds holding

Funds holding: 66 → 69 (+3)

1.3% more ownership

Funds ownership: 34.72% → 36.02% (+1.3%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$709K
2
Renaissance Technologies
Renaissance Technologies
New York
+$380K
3
Morgan Stanley
Morgan Stanley
New York
+$304K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$304K
5
Goldman Sachs
Goldman Sachs
New York
+$263K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$441K
2
KCM
Kennedy Capital Management
Missouri
-$288K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$169K
4
LSV Asset Management
LSV Asset Management
Illinois
-$101K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$80.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$494K -$1.04K -38 -0.2%
BCC
27
Bridge City Capital
Oregon
$406K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$349K +$198K +7,238 +165%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$315K -$12.8K -467 -4%
Wells Fargo
30
Wells Fargo
California
$310K -$19.7K -722 -7%
Bank of America
31
Bank of America
North Carolina
$295K +$19.8K +723 +8%
SC
32
Sierra Capital
Florida
$272K +$1.8K +66 +0.7%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$271K +$245K +8,967 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$268K -$13.6K -499 -5%
N
35
Nuveen
North Carolina
$242K – – –
Two Sigma Investments
36
Two Sigma Investments
New York
$237K -$41.2K -1,506 -16%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$229K +$209K +7,653 New
UBS Group
38
UBS Group
Switzerland
$200K +$47.6K +1,740 +35%
Citigroup
39
Citigroup
New York
$152K +$89.1K +3,259 +180%
SO
40
STRS Ohio
Ohio
$147K – – –
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$118K – – –
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$107K +$9.13K +334 +10%
CF
43
Corebridge Financial
Texas
$103K -$602 -22 -0.6%
MIM
44
MetLife Investment Management
New Jersey
$101K – – –
KFI
45
Key Financial Inc
Pennsylvania
$86.9K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$58.7K +$5.39K +197 +11%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$57.7K -$80.7K -2,950 -61%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$56.6K +$19.6K +715 +61%
US Bancorp
49
US Bancorp
Minnesota
$50.6K – – –
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K – – –
1
2
3

BWFG Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2024, worth a combined $84.8M — up 22% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 4 closed out — a net gain of 4 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $709K. The largest seller was Invesco, exiting entirely with an estimated $441K sold.

  • 69 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $84.8M of Bankwell Financial Group stock for Q3 2024, up 22% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Bankwell Financial Group buyer in Q3 2024 was Fourthstone LLC, an estimated $709K added.
  • The largest Bankwell Financial Group seller in Q3 2024 was Invesco, an estimated $441K sold.

Based on aggregated 13F filings for Q3 2024.