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Bankwell Financial Group

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.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 6466 (+2)

0.48% more ownership

Funds ownership: 34.23%34.72% (+0.48%)

1% less capital invested

Capital invested by funds: $70.5M → $69.6M (-$926K)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$12.1K
CAL
52
Capital Advisors Ltd
Ohio
$12K +$6.83K +281 +159%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$11.8K -$3.04K -125 -21%
Legal & General Group
54
Legal & General Group
United Kingdom
$11.8K
AIP
55
Ameritas Investment Partners
Nebraska
$10.7K
AB
56
Amalgamated Bank
New York
$5K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.16K +89 +129%
C
58
Covestor
United Kingdom
$2K +$462 +19 +30%
PMAM
59
Picton Mahoney Asset Management
Ontario, Canada
$2K +$1.58K +65 New
FFO
60
Fortitude Family Office
Arizona
$1.14K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.07K +$1.02K +42 New
Osaic Holdings
62
Osaic Holdings
Arizona
$761 +$729 +30 New
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$558
GI
64
GAMMA Investing
California
$533 -$511 -21 -50%
CPG
65
Cornerstone Planning Group
New Jersey
$426 +$413 +17 New
IC
66
Innealta Capital
Texas
$76 +$73 +3 New
CPSC
67
Carl P. Sherr & Co
Massachusetts
-$208K -8,000 Closed
HIM
68
Hillsdale Investment Management
Ontario, Canada
-$93.4K -3,600 Closed
AIG
69
American International Group
New York
-$75.3K -2,901 Closed
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
-$9.18K -354 Closed
Russell Investments Group
71
Russell Investments Group
United Kingdom
-$493 -19 Closed
AWM
72
Avior Wealth Management
Nebraska
-$25 -1 Closed

BWFG Hedge Fund Activity: Q2 2024 in Review

66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2024, worth a combined $69.6M — down 1.3% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $657K. The largest seller was Renaissance Technologies, cutting an estimated $299K.

  • 66 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $69.6M of Bankwell Financial Group stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q2 2024 and 6 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2024 was BlackRock, an estimated $657K added.
  • The largest Bankwell Financial Group seller in Q2 2024 was Renaissance Technologies, an estimated $299K sold.

Based on aggregated 13F filings for Q2 2024.