Bankwell Financial Group
BWFG
47 hedge funds and large institutions have $124M invested in Bankwell Financial Group in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
13% more capital invested
Capital invested by funds: $110M → $124M (+$14M)
2.57% more ownership
Funds ownership: 44.53% → 47.1% (+2.6%)
15% less funds holding
Funds holding: 55 → 47 (-8)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.33M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.11M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$2.54M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.07M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$827K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$371K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$329K |
| 4 |
Morgan Stanley
New York
|
-$290K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
First Trust Advisors
Wheaton,
Illinois
| – | -$212K | -6,537 | Closed |
|
|
PCM
52
Prelude Capital Management
New York
| – | -$33K | -1,000 | Closed |
|
53
BNP Paribas Financial Markets
Paris,
France
| – | -$1.56K | -48 | Closed |
|
BWFG Hedge Fund Activity: Q1 2017 in Review
47 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2017, worth a combined $124M — up 13% from $110M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BWFG and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 18 added.
The largest buyer was BlackRock, adding an estimated $8.33M. The largest seller was Bridgeway Capital Management, cutting an estimated $827K.
- 47 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2017, down from 55 in Q4 2016.
- Funds reported $124M of Bankwell Financial Group stock for Q1 2017, up 13% quarter-over-quarter.
- 3 funds opened new Bankwell Financial Group positions in Q1 2017 and 6 closed out, a net change of -3 holders.
- The largest Bankwell Financial Group buyer in Q1 2017 was BlackRock, an estimated $8.33M added.
- The largest Bankwell Financial Group seller in Q1 2017 was Bridgeway Capital Management, an estimated $827K sold.
Based on aggregated 13F filings for Q1 2017.