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Bankwell Financial Group
BWFG

74 hedge funds and large institutions have $70.1M invested in Bankwell Financial Group in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

6% more funds holding

Funds holding: 70 → 74 (+4)

0.8% more ownership

Funds ownership: 33.26% → 34.06% (+0.8%)

7% less capital invested

Capital invested by funds: $75.2M → $70.1M (-$5.09M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.65M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$740K
3
LSV Asset Management
LSV Asset Management
Illinois
+$683K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$588K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$461K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.49M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$551K
3
Marshall Wace
Marshall Wace
United Kingdom
-$435K
4
Millennium Management
Millennium Management
New York
-$318K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$99.8K +$101K +3,391 New
MIM
52
MetLife Investment Management
New Jersey
$88.4K +$89.4K +3,003 New
KFI
53
Key Financial Inc
Pennsylvania
$84.4K – – –
AIG
54
American International Group
New York
$78.4K -$298 -10 -0.4%
ACM
55
Aquatic Capital Management
Illinois
$77K +$77.4K +2,600 New
Wells Fargo
56
Wells Fargo
California
$75K +$6.82K +229 +10%
Deutsche Bank
57
Deutsche Bank
Germany
$68.6K +$1.13K +38 +2%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$66.2K +$745 +25 +1%
Lazard Asset Management
59
Lazard Asset Management
New York
$65K +$2.89K +97 +5%
US Bancorp
60
US Bancorp
Minnesota
$49.7K – – –
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$39K -$20.3K -680 -34%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$35.9K +$804 +27 +2%
AB
63
Amalgamated Bank
New York
$21K – – –
Legal & General Group
64
Legal & General Group
United Kingdom
$13.7K – – –
AIP
65
Ameritas Investment Partners
Nebraska
$12.8K – – –
MLICM
66
Metropolitan Life Insurance Company (MetLife)
New York
$10.4K +$10.5K +354 New
TRCT
67
Tower Research Capital (TRC)
New York
$10K -$17.9K -602 -64%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$8K – – –
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$7.26K +$8.07K +271 +0.1%
WTA
70
Washington Trust Advisors
Massachusetts
$5.89K – – –
C
71
Covestor
United Kingdom
$3K +$3.37K +113 +2,260%
GWS
72
Glassman Wealth Services
Virginia
$1.44K -$1.25K -42 -46%
Citigroup
73
Citigroup
New York
$1.15K -$1.4K -47 -55%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
– -$265K -9,093 Closed
1 2
3
4

BWFG Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2022, worth a combined $70.1M — down 6.8% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWFG positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.

  • 74 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $70.1M of Bankwell Financial Group stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 9 funds opened new Bankwell Financial Group positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q4 2022 was BlackRock, an estimated $1.65M added.
  • The largest Bankwell Financial Group seller in Q4 2022 was Morgan Stanley, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.