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Bankwell Financial Group

68 hedge funds and large institutions have $62.6M invested in Bankwell Financial Group in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 6668 (+2)

0.41% more ownership

Funds ownership: 32.33%32.74% (+0.41%)

1% less capital invested

Capital invested by funds: $63.3M → $62.6M (-$664K)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
26
Closed
4
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
$47.8K -$3.23K -136 -6%
US Bancorp
52
US Bancorp
Minnesota
$41.2K
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$38K -$30.5K -1,286 -45%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K -$2.37K -100 -8%
Lazard Asset Management
55
Lazard Asset Management
New York
$25K -$30.6K -1,290 -55%
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$21.4K +$14.2K +598 +214%
TRCT
57
Tower Research Capital (TRC)
New York
$16.2K +$6.05K +255 +63%
AB
58
Amalgamated Bank
New York
$14K
Legal & General Group
59
Legal & General Group
United Kingdom
$11.4K
AIP
60
Ameritas Investment Partners
Nebraska
$10.3K
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$8.63K
WTA
62
Washington Trust Advisors
Massachusetts
$4.88K
CAL
63
Capital Advisors Ltd
Ohio
$4K +$1.35K +57 +48%
C
64
Covestor
United Kingdom
$3K -$1.23K -52 -32%
GWS
65
Glassman Wealth Services
Virginia
$1.2K
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$536
Russell Investments Group
67
Russell Investments Group
United Kingdom
$463 +$451 +19 New
Osaic Holdings
68
Osaic Holdings
Arizona
$244 -$1.33K -56 -85%
Citadel Advisors
69
Citadel Advisors
Florida
-$539K -21,681 Closed
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
-$294K -11,817 Closed
QC
71
Quadrature Capital
United Kingdom
-$242K -9,745 Closed
Deutsche Bank
72
Deutsche Bank
Germany
-$86.3K -3,472 Closed

BWFG Hedge Fund Activity: Q2 2023 in Review

68 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2023, worth a combined $62.6M — down 1% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $719K.

  • 68 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $62.6M of Bankwell Financial Group stock for Q2 2023, down 1% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2023 was BlackRock, an estimated $1.1M added.
  • The largest Bankwell Financial Group seller in Q2 2023 was Morgan Stanley, an estimated $719K sold.

Based on aggregated 13F filings for Q2 2023.