Bankwell Financial Group
BWFG
56 hedge funds and large institutions have $120M invested in Bankwell Financial Group in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 55 → 56 (+1)
0.61% more ownership
Funds ownership: 48.25% → 48.86% (+0.61%)
1% less capital invested
Capital invested by funds: $121M → $120M (-$1.33M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBS
Lawrence B. Seidman
|
+$1.95M |
| 2 |
CP
Clover Partners
Dallas,
Texas
|
+$1.37M |
| 3 |
STA
Summit Trail Advisors
New York
|
+$1.05M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$342K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.96M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$477K |
| 3 |
FIA
FNY Investment Advisers
New York
|
-$206K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$181K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $6K | -$27.4K | -862 | -83% |
|
52
BNP Paribas Financial Markets
Paris,
France
| $5.9K | – | – | – |
|
53
Macquarie Group
Sydney, NSW 2000,
Australia
| $3K | +$3.18K | +100 | New |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$95 | +3 | +5% |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | -$64 | -2 | -5% |
|
56
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
|
57
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$181K | -5,642 | Closed |
|
|
PIA
58
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$3K | -107 | Closed |
|
59
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -35 | Closed |
|
BWFG Hedge Fund Activity: Q3 2018 in Review
56 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2018, worth a combined $120M — down 1.1% from $121M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BWFG positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Lawrence B. Seidman, adding an estimated $1.95M. The largest seller was Wellington Management Group, cutting an estimated $2.96M.
- 56 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2018, up from 55 in Q2 2018.
- Funds reported $120M of Bankwell Financial Group stock for Q3 2018, down 1.1% quarter-over-quarter.
- 4 funds opened new Bankwell Financial Group positions in Q3 2018 and 3 closed out, a net change of +1 holder.
- The largest Bankwell Financial Group buyer in Q3 2018 was Lawrence B. Seidman, an estimated $1.95M added.
- The largest Bankwell Financial Group seller in Q3 2018 was Wellington Management Group, an estimated $2.96M sold.
Based on aggregated 13F filings for Q3 2018.