Bankwell Financial Group
BWFG
54 hedge funds and large institutions have $65.2M invested in Bankwell Financial Group in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
24% more capital invested
Capital invested by funds: $52.5M → $65.2M (+$12.6M)
8.68% more ownership
Funds ownership: 43.42% → 52.1% (+8.7%)
2% less funds holding
Funds holding: 55 → 54 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EM
Endicott Management
New York
|
+$9.43M |
| 2 |
SCM
Solas Capital Management
Darien,
Connecticut
|
+$1.65M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$496K |
| 4 |
JP Morgan Chase
New York
|
+$444K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.49M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$730K |
| 3 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$332K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$298K |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $7K | – | – | – |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | +$7.51K | +506 | New |
|
53
BNP Paribas Financial Markets
Paris,
France
| $3.82K | -$27.2K | -1,832 | -88% |
|
54
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | -$59 | -4 | -6% |
|
|
55
Wellington Management Group
Boston,
Massachusetts
| – | -$1.49M | -97,566 | Closed |
|
|
BCM
56
Bridgeway Capital Management
Houston,
Texas
| – | -$298K | -19,537 | Closed |
|
|
BSW
57
Buckingham Strategic Wealth
Clayton,
Missouri
| – | -$285K | -18,658 | Closed |
|
|
KFI
58
Key Financial Inc
West Chester,
Pennsylvania
| – | -$46K | -2,900 | Closed |
|
59
Victory Capital Management
San Antonio,
Texas
| – | -$34K | -2,196 | Closed |
|
60
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1K | -67 | Closed |
|
BWFG Hedge Fund Activity: Q2 2020 in Review
54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2020, worth a combined $65.2M — up 24% from $52.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BWFG and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 21 added.
The largest buyer was Endicott Management, opening a new position worth an estimated $9.43M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.49M sold.
- 54 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2020, down from 55 in Q1 2020.
- Funds reported $65.2M of Bankwell Financial Group stock for Q2 2020, up 24% quarter-over-quarter.
- 6 funds opened new Bankwell Financial Group positions in Q2 2020 and 7 closed out, a net change of -1 holder.
- The largest Bankwell Financial Group buyer in Q2 2020 was Endicott Management, an estimated $9.43M added.
- The largest Bankwell Financial Group seller in Q2 2020 was Wellington Management Group, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2020.