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Bankwell Financial Group
BWFG

71 hedge funds and large institutions have $87.9M invested in Bankwell Financial Group in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

39% more capital invested

Capital invested by funds: $63.4M → $87.9M (+$24.5M)

8% more funds holding

Funds holding: 66 → 71 (+5)

3.96% more ownership

Funds ownership: 33.21% → 37.17% (+4%)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.2M
2
GAG
GM Advisory Group
New York
+$2.18M
3
BlackRock
BlackRock
New York
+$1.12M
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$784K
5
KCM
Kennedy Capital Management
Missouri
+$481K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$469K
2
STA
Summit Trail Advisors
New York
-$275K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$245K
4
Two Sigma Investments
Two Sigma Investments
New York
-$120K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$57.2K -$4.61K -174 -8%
US Bancorp
52
US Bancorp
Minnesota
$51K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$39.8K -$29.7K -1,123 -46%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.8K – – –
Citigroup
55
Citigroup
New York
$33K +$21.8K +825 +307%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$29.2K -$8.73K -330 -25%
TRCT
57
Tower Research Capital (TRC)
New York
$16.9K +$3.12K +118 +27%
AB
58
Amalgamated Bank
New York
$16K -$1.53K -58 -10%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$14.4K -$13.2K -500 -51%
Legal & General Group
60
Legal & General Group
United Kingdom
$14.1K – – –
AIP
61
Ameritas Investment Partners
Nebraska
$12.8K – – –
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$10.7K – – –
CAL
63
Capital Advisors Ltd
Ohio
$5K – – –
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$2.96K – – –
C
65
Covestor
United Kingdom
$2K -$768 -29 -31%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$2K +$291 +11 +20%
GWS
67
Glassman Wealth Services
Virginia
$1.48K – – –
FFO
68
Fortitude Family Office
Arizona
$1.36K +$1.19K +45 New
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$664 – – –
GI
70
GAMMA Investing
California
$583 +$556 +21 New
Russell Investments Group
71
Russell Investments Group
United Kingdom
$573 – – –
FL
72
Fourthstone LLC
Missouri
– -$469K -19,324 Closed
WTA
73
Washington Trust Advisors
Massachusetts
– -$4.85K -200 Closed
Fisher Asset Management
74
Fisher Asset Management
Washington
– -$4.78K -197 Closed
1 2
3

BWFG Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2023, worth a combined $87.9M — up 39% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.2M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $469K sold.

  • 71 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2023, up from 66 in Q3 2023.
  • Funds reported $87.9M of Bankwell Financial Group stock for Q4 2023, up 39% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $2.2M added.
  • The largest Bankwell Financial Group seller in Q4 2023 was Fourthstone LLC, an estimated $469K sold.

Based on aggregated 13F filings for Q4 2023.