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Bankwell Financial Group
BWFG

69 hedge funds and large institutions have $84.8M invested in Bankwell Financial Group in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

22% more capital invested

Capital invested by funds: $69.6M → $84.8M (+$15.2M)

5% more funds holding

Funds holding: 66 → 69 (+3)

1.3% more ownership

Funds ownership: 34.72% → 36.02% (+1.3%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$709K
2
Renaissance Technologies
Renaissance Technologies
New York
+$380K
3
Morgan Stanley
Morgan Stanley
New York
+$304K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$304K
5
Goldman Sachs
Goldman Sachs
New York
+$263K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$441K
2
KCM
Kennedy Capital Management
Missouri
-$288K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$169K
4
LSV Asset Management
LSV Asset Management
Illinois
-$101K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$80.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$19.1K +$4.65K +170 +36%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$14.3K – – –
CAL
53
Capital Advisors Ltd
Ohio
$14K – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$14K – – –
AIP
55
Ameritas Investment Partners
Nebraska
$12.7K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.3K +84 +53%
TRCT
57
Tower Research Capital (TRC)
New York
$6.2K -$51.9K -1,897 -90%
AB
58
Amalgamated Bank
New York
$6K – – –
Jones Financial Companies
59
Jones Financial Companies
Missouri
$5.98K +$5.47K +200 New
NA
60
NewEdge Advisors
Louisiana
$4.44K +$4.05K +148 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$2.19K +$2K +73 New
C
62
Covestor
United Kingdom
$2K -$27 -1 -1%
FFO
63
Fortitude Family Office
Arizona
$1.35K – – –
Osaic Holdings
64
Osaic Holdings
Arizona
$899 – – –
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$659 – – –
GI
66
GAMMA Investing
California
$629 – – –
SCM
67
Sterling Capital Management
North Carolina
$599 +$547 +20 New
CPG
68
Cornerstone Planning Group
New Jersey
$490 – – –
CPA
69
Capital Performance Advisors
California
$389 +$356 +13 New
Invesco
70
Invesco
Georgia
– -$441K -17,365 Closed
PMAM
71
Picton Mahoney Asset Management
Ontario, Canada
– -$2K -65 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
– -$1.07K -42 Closed
IC
73
Innealta Capital
Texas
– -$76 -3 Closed
1 2
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BWFG Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2024, worth a combined $84.8M — up 22% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 4 closed out — a net gain of 4 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $709K. The largest seller was Invesco, exiting entirely with an estimated $441K sold.

  • 69 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $84.8M of Bankwell Financial Group stock for Q3 2024, up 22% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Bankwell Financial Group buyer in Q3 2024 was Fourthstone LLC, an estimated $709K added.
  • The largest Bankwell Financial Group seller in Q3 2024 was Invesco, an estimated $441K sold.

Based on aggregated 13F filings for Q3 2024.