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Bankwell Financial Group
BWFG

Overview Fund Activity

66 hedge funds and large institutions have $63.3M invested in Bankwell Financial Group in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-8
Holders Change %
-10.81%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
26
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$2.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.32M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.35M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.36M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.8M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$4.25M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Millennium Management
3
Millennium Management
New York
$857K
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
BCM
5
Bridgeway Capital Management
Texas
$844K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$52.1K -$3.83K -154 -7%
US Bancorp
52
US Bancorp
Minnesota
$42K – – –
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$33K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$31.4K +$1.09K +44 +4%
AB
55
Amalgamated Bank
New York
$14K -$3.15K -131 -18%
Legal & General Group
56
Legal & General Group
United Kingdom
$11.6K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$10.5K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$10K +$1.72K +70 +21%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$8.8K – – –
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$7K – – –
WTA
61
Washington Trust Advisors
Massachusetts
$4.97K – – –
C
62
Covestor
United Kingdom
$4K +$1.1K +45 +38%
CAL
63
Capital Advisors Ltd
Ohio
$3K +$3K +120 New
Osaic Holdings
64
Osaic Holdings
Arizona
$1.64K +$1.64K +66 New
GWS
65
Glassman Wealth Services
Virginia
$1.22K – – –
Citigroup
66
Citigroup
New York
$547 -$423 -17 -44%
MPWT
67
MassMutual Private Wealth & Trust
Connecticut
$547 – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
– -$611K -19,744 Closed
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$556K -18,909 Closed
Marshall Wace
70
Marshall Wace
United Kingdom
– -$422K -14,328 Closed
Jacobs Levy Equity Management
71
Jacobs Levy Equity Management
New Jersey
– -$333K -11,320 Closed
CPSC
72
Carl P. Sherr & Co
Massachusetts
– -$235K -8,000 Closed
Nuveen Asset Management
73
Nuveen Asset Management
Illinois
– -$232K -7,880 Closed
RJFSA
74
Raymond James Financial Services Advisors
Florida
– -$226K -7,665 Closed
Invesco
75
Invesco
Georgia
– -$217K -7,381 Closed
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