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Bankwell Financial Group
BWFG

70 hedge funds and large institutions have $94.2M invested in Bankwell Financial Group in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $84.8M → $94.2M (+$9.45M)

2.47% more ownership

Funds ownership: 36.02% → 38.49% (+2.5%)

1% more funds holding

Funds holding: 69 → 70 (+1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.47M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.25M
3
Goldman Sachs
Goldman Sachs
New York
+$736K
4
NFC
Northeast Financial Consultants
Connecticut
+$679K
5
SWM
SeaCrest Wealth Management
New York
+$621K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.03M
2
Citadel Advisors
Citadel Advisors
Florida
-$247K
3
Two Sigma Investments
Two Sigma Investments
New York
-$237K
4
LSV Asset Management
LSV Asset Management
Illinois
-$228K
5
Renaissance Technologies
Renaissance Technologies
New York
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$624K +$621K +20,041 New
UBS Group
27
UBS Group
Switzerland
$558K +$348K +11,239 +168%
Charles Schwab
28
Charles Schwab
California
$549K – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$514K +$93 +3 +0%
BCC
30
Bridge City Capital
Oregon
$423K +$837 +27 +0.2%
Citadel Advisors
31
Citadel Advisors
Florida
$385K -$247K -7,982 -39%
Bank of America
32
Bank of America
North Carolina
$369K +$61K +1,969 +20%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$361K +$33.6K +1,085 +10%
Wells Fargo
34
Wells Fargo
California
$353K +$30.2K +975 +9%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$288K +$9.14K +295 +3%
SC
36
Sierra Capital
Florida
$283K +$93 +3 +0%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$281K +$280K +9,024 New
N
38
Nuveen
North Carolina
$252K – – –
HSBC Holdings
39
HSBC Holdings
United Kingdom
$241K -$41.7K -1,344 -15%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$238K – – –
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$209K +$208K +6,719 New
Citigroup
42
Citigroup
New York
$167K +$9.14K +295 +6%
SO
43
STRS Ohio
Ohio
$153K – – –
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$123K – – –
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$117K +$4.71K +152 +4%
MIM
46
MetLife Investment Management
New Jersey
$105K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$104K +$103K +3,330 New
CF
48
Corebridge Financial
Texas
$99.9K -$7.5K -242 -7%
KFI
49
Key Financial Inc
Pennsylvania
$90.3K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$56.2K -$4.77K -154 -8%
1
2
3

BWFG Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2024, worth a combined $94.2M — up 11% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.47M. The largest seller was Banc Funds Company, cutting an estimated $1.03M.

  • 70 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $94.2M of Bankwell Financial Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q4 2024 was Fourthstone LLC, an estimated $2.47M added.
  • The largest Bankwell Financial Group seller in Q4 2024 was Banc Funds Company, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2024.