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Bankwell Financial Group

70 hedge funds and large institutions have $94.2M invested in Bankwell Financial Group in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $84.8M → $94.2M (+$9.45M)

2.47% more ownership

Funds ownership: 36.02%38.49% (+2.5%)

1% more funds holding

Funds holding: 6970 (+1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
30
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$52.6K
TRCT
52
Tower Research Capital (TRC)
New York
$48.7K +$42.1K +1,357 +656%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$40.6K -$18.2K -586 -31%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4K
Legal & General Group
55
Legal & General Group
United Kingdom
$19.8K
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$14.9K
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$14.5K
CAL
58
Capital Advisors Ltd
Ohio
$14K
AIP
59
Ameritas Investment Partners
Nebraska
$13.2K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$8K +$31 +1 +0.4%
SCM
61
Sterling Capital Management
North Carolina
$6.45K +$5.8K +187 +935%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$6.23K
AB
63
Amalgamated Bank
New York
$6K
Russell Investments Group
64
Russell Investments Group
United Kingdom
$1.74K -$527 -17 -23%
FFO
65
Fortitude Family Office
Arizona
$1.4K
GI
66
GAMMA Investing
California
$1.09K +$434 +14 +67%
C
67
Covestor
United Kingdom
$1K -$1.3K -42 -51%
Osaic Holdings
68
Osaic Holdings
Arizona
$935
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$685
CPG
70
Cornerstone Planning Group
New Jersey
$517
Two Sigma Investments
71
Two Sigma Investments
New York
-$237K -7,925 Closed
Allspring Global Investments
72
Allspring Global Investments
North Carolina
-$57.7K -1,925 Closed
NA
73
NewEdge Advisors
Louisiana
-$4.44K -148 Closed
CPA
74
Capital Performance Advisors
California
-$389 -13 Closed

BWFG Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2024, worth a combined $94.2M — up 11% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.47M. The largest seller was Banc Funds Company, cutting an estimated $1.03M.

  • 70 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $94.2M of Bankwell Financial Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q4 2024 was Fourthstone LLC, an estimated $2.47M added.
  • The largest Bankwell Financial Group seller in Q4 2024 was Banc Funds Company, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2024.