Bankwell Financial Group
BWFG
55 hedge funds and large institutions have $121M invested in Bankwell Financial Group in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 54 → 55 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $125M → $121M (-$3.46M)
2.2% less ownership
Funds ownership: 50.46% → 48.25% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.01M |
| 2 |
BlackRock
New York
|
+$877K |
| 3 |
LBS
Lawrence B. Seidman
|
+$755K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$558K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$3.03M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.23M |
| 3 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$1.28M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.11M |
| 5 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIA
51
Piedmont Investment Advisors
Durham,
North Carolina
| $3K | +$3.38K | +107 | New |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$1.83K | +58 | New |
|
53
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
54
SEI Investments
Oaks,
Pennsylvania
| $1K | +$1.1K | +35 | New |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$1.39K | +44 | New |
|
|
WA
56
Wasatch Advisors
Salt Lake City,
Utah
| – | -$3.03M | -93,783 | Closed |
|
|
BPM
57
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$1.28M | -39,557 | Closed |
|
|
58
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$314K | -9,725 | Closed |
|
59
First Trust Advisors
Wheaton,
Illinois
| – | -$291K | -9,025 | Closed |
|
|
MSL
60
Mackay Shields LLC
New York
| – | -$289K | -8,952 | Closed |
|
61
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$22K | -687 | Closed |
|
|
MAM
62
Meeder Asset Management
Dublin,
Ohio
| – | -$8K | -252 | Closed |
|
BWFG Hedge Fund Activity: Q2 2018 in Review
55 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2018, worth a combined $121M — down 2.8% from $125M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWFG positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 9 trimmed.
The largest buyer was Millennium Management, adding an estimated $1.01M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $3.03M sold.
- 55 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2018, up from 54 in Q1 2018.
- Funds reported $121M of Bankwell Financial Group stock for Q2 2018, down 2.8% quarter-over-quarter.
- 8 funds opened new Bankwell Financial Group positions in Q2 2018 and 7 closed out, a net change of +1 holder.
- The largest Bankwell Financial Group buyer in Q2 2018 was Millennium Management, an estimated $1.01M added.
- The largest Bankwell Financial Group seller in Q2 2018 was Wasatch Advisors, an estimated $3.03M sold.
Based on aggregated 13F filings for Q2 2018.