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Bankwell Financial Group
BWFG

Overview Fund Activity

66 hedge funds and large institutions have $63.4M invested in Bankwell Financial Group in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
Pacific Ridge Capital Partners
Oregon
$2.56M
2
Morgan Stanley
Morgan Stanley
New York
$1.63M
3
FL
Fourthstone LLC
Missouri
$469K
4
KCM
Kennedy Capital Management
Missouri
$365K
5
LSV Asset Management
LSV Asset Management
Illinois
$3.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
Man Group
Man Group
United Kingdom
$299K
4
BlackRock
BlackRock
New York
$8.96M
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K – – –
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$23.7K +$2.43K +100 +11%
AB
53
Amalgamated Bank
New York
$14K – – –
Legal & General Group
54
Legal & General Group
United Kingdom
$11.3K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$10.7K -$5.36K -221 -33%
AIP
56
Ameritas Investment Partners
Nebraska
$10.3K – – –
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$8.59K – – –
Citigroup
58
Citigroup
New York
$6.53K -$41.5K -1,709 -86%
WTA
59
Washington Trust Advisors
Massachusetts
$4.85K – – –
Fisher Asset Management
60
Fisher Asset Management
Washington
$4.78K +$4.78K +197 New
CAL
61
Capital Advisors Ltd
Ohio
$4K – – –
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$2.38K +$2.38K +98 New
C
63
Covestor
United Kingdom
$2K -$362 -17 -15%
GWS
64
Glassman Wealth Services
Virginia
$1.19K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +56 New
MPWT
66
MassMutual Private Wealth & Trust
Connecticut
$534 – – –
Russell Investments Group
67
Russell Investments Group
United Kingdom
$461 – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
– -$657K -25,502 Closed
First Trust Advisors
69
First Trust Advisors
Illinois
– -$431K -17,671 Closed
TI
70
Trexquant Investment
Connecticut
– -$309K -12,692 Closed
PTC
71
Petrus Trust Company
Texas
– -$203K -8,337 Closed
Lazard Asset Management
72
Lazard Asset Management
New York
– -$25K -1,052 Closed
Osaic Holdings
73
Osaic Holdings
Arizona
– -$244 -10 Closed
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