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Bankwell Financial Group
BWFG

Overview Fund Activity

66 hedge funds and large institutions have $69.6M invested in Bankwell Financial Group in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$11M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$205K
4
GAG
4
GM Advisory Group
New York
$2.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$459K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.64M
2
CPSC
2
Carl P. Sherr & Co
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$112K
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$3.12M
5
UBS Group
5
UBS Group
Switzerland
$125K
Name Market Value Shares Shares
Change 		Shares
Change %
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$12.1K 478 – –
CAL
52
Capital Advisors Ltd
Ohio
$12K 458 +281 +159%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$11.8K 467 -125 -21%
Legal & General Group
54
Legal & General Group
United Kingdom
$11.8K 467 – –
AIP
55
Ameritas Investment Partners
Nebraska
$10.7K 423 – –
AB
56
Amalgamated Bank
New York
$5K 196 – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$4K 158 +89 +129%
C
58
Covestor
United Kingdom
$2K 83 +19 +30%
PMAM
59
Picton Mahoney Asset Management
Ontario, Canada
$2K 65 +65 New
FFO
60
Fortitude Family Office
Arizona
$1.14K 45 – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.07K 42 +42 New
Osaic Holdings
62
Osaic Holdings
Arizona
$761 30 +30 New
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$558 22 – –
GI
64
GAMMA Investing
California
$533 21 -21 -50%
CPG
65
Cornerstone Planning Group
New Jersey
$426 17 +17 New
IC
66
Innealta Capital
Texas
$76 3 +3 New
CPSC
67
Carl P. Sherr & Co
Massachusetts
– – -8,000 Closed
HIM
68
Hillsdale Investment Management
Ontario, Canada
– – -3,600 Closed
AIG
69
American International Group
New York
– – -2,901 Closed
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
– – -354 Closed
Russell Investments Group
71
Russell Investments Group
United Kingdom
– – -19 Closed
AWM
72
Avior Wealth Management
Nebraska
– – -1 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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