Bankwell Financial Group
BWFG
59 hedge funds and large institutions have $121M invested in Bankwell Financial Group in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
2% more funds holding
Funds holding: 58 → 59 (+1)
0.27% more ownership
Funds ownership: 53.1% → 53.37% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $122M → $121M (-$1.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$881K |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$734K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$490K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$388K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$628K |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$519K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$350K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$293K |
| 5 |
CP
Clover Partners
Dallas,
Texas
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BNP Paribas Financial Markets
Paris,
France
| $28.8K | -$8.44K | -288 | -22% |
|
52
US Bancorp
Minneapolis,
Minnesota
| $22K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $16K | +$16.1K | +548 | New |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $13K | – | – | – |
|
|
LTFS
55
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | +$5.86K | +200 | New |
|
|
FIA
56
FNY Investment Advisers
New York
| $5K | +$5.89K | +201 | New |
|
57
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | +$59 | +2 | +10% |
|
|
CAW
58
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $1K | +$644 | +22 | +88% |
|
|
59
AllianceBernstein
Nashville,
Tennessee
| – | -$628K | -21,529 | Closed |
|
60
Goldman Sachs
New York
| – | -$275K | -9,437 | Closed |
|
|
PCP
61
Proficio Capital Partners
Newton,
Massachusetts
| – | -$1K | -31 | Closed |
|
BWFG Hedge Fund Activity: Q2 2019 in Review
59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2019, worth a combined $121M — down 0.9% from $122M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BWFG positions and 3 closed out — a net gain of 3 holders — while 27 added to existing stakes and 14 trimmed.
The largest buyer was BlackRock, adding an estimated $881K. The largest seller was AllianceBernstein, exiting entirely with an estimated $628K sold.
- 59 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2019, up from 58 in Q1 2019.
- Funds reported $121M of Bankwell Financial Group stock for Q2 2019, down 0.9% quarter-over-quarter.
- 6 funds opened new Bankwell Financial Group positions in Q2 2019 and 3 closed out, a net change of +3 holders.
- The largest Bankwell Financial Group buyer in Q2 2019 was BlackRock, an estimated $881K added.
- The largest Bankwell Financial Group seller in Q2 2019 was AllianceBernstein, an estimated $628K sold.
Based on aggregated 13F filings for Q2 2019.