Bankwell Financial Group
BWFG
62 hedge funds and large institutions have $119M invested in Bankwell Financial Group in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
11% more funds holding
Funds holding: 56 → 62 (+6)
4.06% more ownership
Funds ownership: 48.86% → 52.92% (+4.1%)
1% less capital invested
Capital invested by funds: $120M → $119M (-$1.49M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LBS
Lawrence B. Seidman
|
+$11.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.8M |
| 3 |
STA
Summit Trail Advisors
New York
|
+$1.63M |
| 4 |
CP
Clover Partners
Dallas,
Texas
|
+$811K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$675K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.06M |
| 2 |
Millennium Management
New York
|
-$629K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$593K |
| 4 |
Renaissance Technologies
New York
|
-$464K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $28K | – | – | – |
|
|
RQS
52
Ramsey Quantitative Systems
Louisville,
Kentucky
| $25K | – | – | – |
|
53
US Bancorp
Minneapolis,
Minnesota
| $22K | – | – | – |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $13K | – | – | – |
|
|
CCM
55
Copeland Capital Management
Conshohocken,
Pennsylvania
| $12K | +$12.7K | +433 | New |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $11K | +$6.61K | +225 | +124% |
|
|
MWNA
57
Marshall Wace North America
New York
| $10K | +$10.7K | +363 | New |
|
58
BNP Paribas Financial Markets
Paris,
France
| $4.57K | -$852 | -29 | -15% |
|
59
Barclays
London,
United Kingdom
| $4K | -$67.3K | -2,292 | -95% |
|
60
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | +$1.23K | +42 | +100% |
|
61
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | -$59 | -2 | -9% |
|
|
FIA
62
FNY Investment Advisers
New York
| – | -$16K | -511 | Closed |
|
63
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$3K | -100 | Closed |
|
64
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.53K | -52 | -85% |
|
BWFG Hedge Fund Activity: Q4 2018 in Review
62 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2018, worth a combined $119M — down 1.2% from $120M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWFG positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Lawrence B. Seidman, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $8.06M.
- 62 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2018, up from 56 in Q3 2018.
- Funds reported $119M of Bankwell Financial Group stock for Q4 2018, down 1.2% quarter-over-quarter.
- 8 funds opened new Bankwell Financial Group positions in Q4 2018 and 2 closed out, a net change of +6 holders.
- The largest Bankwell Financial Group buyer in Q4 2018 was Lawrence B. Seidman, an estimated $11.1M added.
- The largest Bankwell Financial Group seller in Q4 2018 was Wellington Management Group, an estimated $8.06M sold.
Based on aggregated 13F filings for Q4 2018.