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Bankwell Financial Group
BWFG

Overview Fund Activity

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.

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1%
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

1
FL
1
Fourthstone LLC
Missouri
$776K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.72M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.09M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$4.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$831K

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
KCM
2
Kennedy Capital Management
Missouri
$676K
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$670K
4
LSV Asset Management
4
LSV Asset Management
Illinois
$3.69M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$57.7K
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$19.1K 637 +170 +36%
Nisa Investment Advisors
52
Nisa Investment Advisors
Missouri
$14.3K 478 – –
CAL
53
Capital Advisors Ltd
Ohio
$14K 458 – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$14K 467 – –
AIP
55
Ameritas Investment Partners
Nebraska
$12.7K 423 – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$7K 242 +84 +53%
TRCT
57
Tower Research Capital (TRC)
New York
$6.2K 207 -1,897 -90%
AB
58
Amalgamated Bank
New York
$6K 196 – –
Jones Financial Companies
59
Jones Financial Companies
Missouri
$5.98K 200 +200 New
NA
60
NewEdge Advisors
Louisiana
$4.44K 148 +148 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$2.19K 73 +73 New
C
62
Covestor
United Kingdom
$2K 82 -1 -1%
FFO
63
Fortitude Family Office
Arizona
$1.35K 45 – –
Osaic Holdings
64
Osaic Holdings
Arizona
$899 30 – –
MPWT
65
MassMutual Private Wealth & Trust
Connecticut
$659 22 – –
GI
66
GAMMA Investing
California
$629 21 – –
SCM
67
Sterling Capital Management
North Carolina
$599 20 +20 New
CPG
68
Cornerstone Planning Group
New Jersey
$490 17 – –
CPA
69
Capital Performance Advisors
California
$389 13 +13 New
Invesco
70
Invesco
Georgia
– – -17,365 Closed
PMAM
71
Picton Mahoney Asset Management
Ontario, Canada
– – -65 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
– – -42 Closed
IC
73
Innealta Capital
Texas
– – -3 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
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