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Bankwell Financial Group
BWFG

61 hedge funds and large institutions have $132M invested in Bankwell Financial Group in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

20% more funds holding

Funds holding: 51 → 61 (+10)

1% more ownership

Funds ownership: 48.69% → 49.7% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less capital invested

Capital invested by funds: $138M → $132M (-$6.38M)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
26
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPM
Bowling Portfolio Management
Ohio
+$1.81M
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$1.59M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$742K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$704K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$654K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$2.53M
2
EM
Endicott Management
New York
-$1.92M
3
BFC
Banc Funds Company
Illinois
-$742K
4
LBS
Lawrence B. Seidman
-$583K
5
BCM
Bridgeway Capital Management
Texas
-$498K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$37K +$28.6K +810 +318%
Bank of America
52
Bank of America
North Carolina
$35K -$27.8K -786 -44%
Legal & General Group
53
Legal & General Group
United Kingdom
$34K -$13.4K -378 -27%
Parallax Volatility Advisers
54
Parallax Volatility Advisers
California
$30K +$31.2K +882 New
UBS Group
55
UBS Group
Switzerland
$28K +$990 +28 +4%
RQS
56
Ramsey Quantitative Systems
Kentucky
$23K +$24.1K +682 New
AIP
57
Ameritas Investment Partners
Nebraska
$15K – – –
Macquarie Group
58
Macquarie Group
Australia
$13K -$235K -6,655 -95%
MAM
59
Meeder Asset Management
Ohio
$9K +$8.91K +252 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$2K -$13K -368 -84%
DCM
61
Delpha Capital Management
New York
$2K +$2.44K +69 New
DCM
62
Dupont Capital Management
Delaware
– -$482K -13,058 Closed
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
– -$223K -6,038 Closed
NFA
64
Nationwide Fund Advisors
Ohio
– -$120K -3,249 Closed
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
– -$7K -192 Closed
1 2
3

BWFG Hedge Fund Activity: Q4 2017 in Review

61 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2017, worth a combined $132M — down 4.6% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWFG positions and 4 closed out — a net gain of 10 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $1.81M. The largest seller was Curi RMB Capital, cutting an estimated $2.53M.

  • 61 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $132M of Bankwell Financial Group stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 14 funds opened new Bankwell Financial Group positions in Q4 2017 and 4 closed out, a net change of +10 holders.
  • The largest Bankwell Financial Group buyer in Q4 2017 was Bowling Portfolio Management, an estimated $1.81M added.
  • The largest Bankwell Financial Group seller in Q4 2017 was Curi RMB Capital, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2017.