Bankwell Financial Group
BWFG
56 hedge funds and large institutions have $122M invested in Bankwell Financial Group in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $114M → $122M (+$7.26M)
0.74% more ownership
Funds ownership: 53.09% → 53.83% (+0.74%)
0% more funds holding
Funds holding: 56 → 56 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
STA
Summit Trail Advisors
New York
|
+$2.57M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.44M |
| 3 |
Renaissance Technologies
New York
|
+$257K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$255K |
| 5 |
State Street
Boston,
Massachusetts
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$973K |
| 2 |
KPW
Kore Private Wealth
New York
|
-$702K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$451K |
| 4 |
Millennium Management
New York
|
-$448K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$323K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $36K | – | – | – |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $24K | +$7.09K | +248 | +43% |
|
53
US Bancorp
Minneapolis,
Minnesota
| $22K | – | – | – |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $13K | – | – | – |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| $2K | -$943 | -33 | -31% |
|
56
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | +$1.8K | +63 | New |
|
|
57
Millennium Management
New York
| – | -$448K | -16,298 | Closed |
|
58
LSV Asset Management
Chicago,
Illinois
| – | -$37K | -1,377 | Closed |
|
59
Victory Capital Management
San Antonio,
Texas
| – | -$30K | -1,092 | Closed |
|
BWFG Hedge Fund Activity: Q4 2019 in Review
56 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2019, worth a combined $122M — up 6.3% from $114M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BWFG positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $2.57M. The largest seller was Banc Funds Company, cutting an estimated $973K.
- 56 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $122M of Bankwell Financial Group stock for Q4 2019, up 6.3% quarter-over-quarter.
- 4 funds opened new Bankwell Financial Group positions in Q4 2019 and 3 closed out, a net change of +1 holder.
- The largest Bankwell Financial Group buyer in Q4 2019 was Summit Trail Advisors, an estimated $2.57M added.
- The largest Bankwell Financial Group seller in Q4 2019 was Banc Funds Company, an estimated $973K sold.
Based on aggregated 13F filings for Q4 2019.