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Bankwell Financial Group

68 hedge funds and large institutions have $81.3M invested in Bankwell Financial Group in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

24% more funds holding

Funds holding: 5568 (+13)

2.89% more ownership

Funds ownership: 30.84%33.73% (+2.9%)

1% less capital invested

Capital invested by funds: $82.1M → $81.3M (-$832K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
22
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$75K +$81K +2,409 New
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K
US Bancorp
53
US Bancorp
Minnesota
$52K -$17.8K -530 -24%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$39.4K +$42.7K +1,270 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$36K
BMD
56
Better Money Decisions
New Mexico
$34K +$36.8K +1,093 New
AB
57
Amalgamated Bank
New York
$22K +$24K +714 New
Lazard Asset Management
58
Lazard Asset Management
New York
$16K
Legal & General Group
59
Legal & General Group
United Kingdom
$15K +$15.7K +467 New
AIP
60
Ameritas Investment Partners
Nebraska
$13K +$14.2K +423 New
VRM
61
Vectors Research Management
New York
$12K
Citigroup
62
Citigroup
New York
$11K -$229K -6,819 -95%
Nisa Investment Advisors
63
Nisa Investment Advisors
Missouri
$9K +$9.42K +280 New
Barclays
64
Barclays
United Kingdom
$9K +$9.52K +283 New
WTA
65
Washington Trust Advisors
Massachusetts
$6K
GWS
66
Glassman Wealth Services
Virginia
$3K
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$1K
EM
68
Endicott Management
New York
-$11.7M -346,419 Closed
AWS
69
Atria Wealth Solutions
New York
-$1.03M -30,489 Closed
6CM
70
683 Capital Management
New York
-$285K -8,424 Closed
Man Group
71
Man Group
United Kingdom
-$284K -8,383 Closed
BCM
72
Bourgeon Capital Management
Connecticut
-$261K -7,710 Closed
Jane Street
73
Jane Street
New York
-$214K -6,338 Closed
CS
74
Credit Suisse
Switzerland
+$236 +7 New

BWFG Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2022, worth a combined $81.3M — down 1% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BWFG positions and 6 closed out — a net gain of 15 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $8.44M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.03M sold.

  • 68 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2022, up from 55 in Q1 2022.
  • Funds reported $81.3M of Bankwell Financial Group stock for Q2 2022, down 1% quarter-over-quarter.
  • 21 funds opened new Bankwell Financial Group positions in Q2 2022 and 6 closed out, a net change of +15 holders.
  • The largest Bankwell Financial Group buyer in Q2 2022 was BlackRock, an estimated $8.44M added.
  • The largest Bankwell Financial Group seller in Q2 2022 was Atria Wealth Solutions, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2022.