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Bankwell Financial Group

50 hedge funds and large institutions have $84.5M invested in Bankwell Financial Group in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more capital invested

Capital invested by funds: $77.2M → $84.5M (+$7.33M)

4% more funds holding

Funds holding: 4850 (+2)

10.62% less ownership

Funds ownership: 50.01%39.39% (-11%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
18
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHCA
51
Rosenthal Henry Capital Advisors
Indiana
-$704K -36,000 Closed

BWFG Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2021, worth a combined $84.5M — up 9.5% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.01M. The largest seller was Kennedy Capital Management, cutting an estimated $4.01M.

  • 50 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $84.5M of Bankwell Financial Group stock for Q1 2021, up 9.5% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest Bankwell Financial Group buyer in Q1 2021 was Banc Funds Company, an estimated $1.01M added.
  • The largest Bankwell Financial Group seller in Q1 2021 was Kennedy Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2021.