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Bankwell Financial Group

70 hedge funds and large institutions have $75.2M invested in Bankwell Financial Group in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 6870 (+2)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.46% less ownership

Funds ownership: 33.73%33.26% (-0.46%)

8% less capital invested

Capital invested by funds: $81.3M → $75.2M (-$6.11M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
23
Reduced
21
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
$65K -$5.88K -185 -8%
Lazard Asset Management
52
Lazard Asset Management
New York
$62K +$51K +1,603 +299%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$51K +$56.2K +1,768 New
US Bancorp
55
US Bancorp
Minnesota
$49K
Bank of America
56
Bank of America
North Carolina
$46K -$309K -9,712 -86%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$35K +$1.27K +40 +3%
TRCT
58
Tower Research Capital (TRC)
New York
$27K -$75.3K -2,369 -72%
AB
59
Amalgamated Bank
New York
$21K
Legal & General Group
60
Legal & General Group
United Kingdom
$14K
AIP
61
Ameritas Investment Partners
Nebraska
$12K
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$9K
Barclays
63
Barclays
United Kingdom
$7K -$1.4K -44 -16%
WTA
64
Washington Trust Advisors
Massachusetts
$6K
Citigroup
65
Citigroup
New York
$3K -$8.49K -267 -76%
GWS
66
Glassman Wealth Services
Virginia
$3K
Osaic Holdings
67
Osaic Holdings
Arizona
$3K +$2.92K +92 New
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$1K
CS
69
Credit Suisse
Switzerland
$1K +$699 +22 +314%
FIA
70
FNY Investment Advisers
New York
-$217K -7,000 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$216K -6,971 Closed
EGM
72
Engineers Gate Manager
New York
-$216K -6,949 Closed
JF
73
Jump Financial
Illinois
-$215K -6,900 Closed
BMD
74
Better Money Decisions
New Mexico
-$34K -1,093 Closed
VRM
75
Vectors Research Management
New York
-$12K -400 Closed

BWFG Hedge Fund Activity: Q3 2022 in Review

70 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2022, worth a combined $75.2M — down 7.5% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 6 closed out — a net gain of 2 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.07M. The largest seller was Millennium Management, cutting an estimated $1.69M.

  • 70 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2022, up from 68 in Q2 2022.
  • Funds reported $75.2M of Bankwell Financial Group stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q3 2022 was Morgan Stanley, an estimated $1.07M added.
  • The largest Bankwell Financial Group seller in Q3 2022 was Millennium Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2022.