Bankwell Financial Group
BWFG
50 hedge funds and large institutions have $82.9M invested in Bankwell Financial Group in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 10 closing their positions.
7% more capital invested
Capital invested by funds: $77.7M → $82.9M (+$5.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
1.7% less ownership
Funds ownership: 33.91% → 32.22% (-1.7%)
11% less funds holding
Funds holding: 56 → 50 (-6)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$850K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$756K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$593K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$416K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.18M |
| 2 |
SCM
Solas Capital Management
Darien,
Connecticut
|
-$1.85M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$876K |
| 4 |
E
Ergoteles
New York
|
-$616K |
| 5 |
HF
HRT Financial
New York
|
-$504K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Hotchkis & Wiley Capital Management
Los Angeles,
California
| – | -$2.18M | -74,170 | Closed |
|
|
SCM
52
Solas Capital Management
Darien,
Connecticut
| – | -$1.85M | -63,526 | Closed |
|
|
KCM
53
Kennedy Capital Management
St Louis,
Missouri
| – | -$876K | -30,014 | Closed |
|
|
HF
54
HRT Financial
New York
| – | -$504K | -17,141 | Closed |
|
|
FL
55
Fourthstone LLC
St Louis,
Missouri
| – | -$301K | -10,308 | Closed |
|
56
Ameriprise
Minneapolis,
Minnesota
| – | -$247K | -8,400 | Closed |
|
|
BMD
57
Better Money Decisions
Santa Fe,
New Mexico
| – | -$33K | -1,144 | Closed |
|
58
Barclays
London,
United Kingdom
| – | -$28K | -973 | Closed |
|
|
WT
59
Washington Trust
Westerly,
Rhode Island
| – | -$6K | -200 | Closed |
|
BWFG Hedge Fund Activity: Q4 2021 in Review
50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2021, worth a combined $82.9M — up 6.7% from $77.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BWFG and 4 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 15 added.
The largest buyer was Hillsdale Investment Management, adding an estimated $850K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.18M sold.
- 50 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2021, down from 56 in Q3 2021.
- Funds reported $82.9M of Bankwell Financial Group stock for Q4 2021, up 6.7% quarter-over-quarter.
- 4 funds opened new Bankwell Financial Group positions in Q4 2021 and 10 closed out, a net change of -6 holders.
- The largest Bankwell Financial Group buyer in Q4 2021 was Hillsdale Investment Management, an estimated $850K added.
- The largest Bankwell Financial Group seller in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $2.18M sold.
Based on aggregated 13F filings for Q4 2021.