Bankwell Financial Group
BWFG
64 hedge funds and large institutions have $70.5M invested in Bankwell Financial Group in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 9 closing their positions.
2.93% less ownership
Funds ownership: 37.17% → 34.23% (-2.9%)
10% less funds holding
Funds holding: 71 → 64 (-7)
13% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 23
20% less capital invested
Capital invested by funds: $87.9M → $70.5M (-$17.4M)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$510K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$277K |
| 3 |
JP Morgan Chase
New York
|
+$123K |
| 4 |
State Street
Boston,
Massachusetts
|
+$80K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$51.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.31M |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
-$846K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$493K |
| 4 |
Millennium Management
New York
|
-$456K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$238K |
BWFG Hedge Fund Activity: Q1 2024 in Review
64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2024, worth a combined $70.5M — down 20% from $87.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BWFG and 2 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 20 added.
The largest buyer was Invesco, opening a new position worth an estimated $510K. The largest seller was Morgan Stanley, cutting an estimated $3.31M.
- 64 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2024, down from 71 in Q4 2023.
- Funds reported $70.5M of Bankwell Financial Group stock for Q1 2024, down 20% quarter-over-quarter.
- 2 funds opened new Bankwell Financial Group positions in Q1 2024 and 9 closed out, a net change of -7 holders.
- The largest Bankwell Financial Group buyer in Q1 2024 was Invesco, an estimated $510K added.
- The largest Bankwell Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $3.31M sold.
Based on aggregated 13F filings for Q1 2024.