Bankwell Financial Group
BWFG
74 hedge funds and large institutions have $70.1M invested in Bankwell Financial Group in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
6% more funds holding
Funds holding: 70 → 74 (+4)
0.8% more ownership
Funds ownership: 33.26% → 34.06% (+0.8%)
7% less capital invested
Capital invested by funds: $75.2M → $70.1M (-$5.09M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.65M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$740K |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$683K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$588K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.49M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$551K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$435K |
| 4 |
Millennium Management
New York
|
-$318K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$265K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AQR Capital Management
Greenwich,
Connecticut
| – | -$253K | -8,679 | Closed |
|
77
Osaic Holdings
Scottsdale,
Arizona
| – | -$3K | -92 | Closed |
|
|
CS
78
Credit Suisse
Zurich,
Switzerland
| – | -$1K | -29 | Closed |
|
BWFG Hedge Fund Activity: Q4 2022 in Review
74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2022, worth a combined $70.1M — down 6.8% from $75.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BWFG positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.
The largest buyer was BlackRock, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.
- 74 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $70.1M of Bankwell Financial Group stock for Q4 2022, down 6.8% quarter-over-quarter.
- 9 funds opened new Bankwell Financial Group positions in Q4 2022 and 4 closed out, a net change of +5 holders.
- The largest Bankwell Financial Group buyer in Q4 2022 was BlackRock, an estimated $1.65M added.
- The largest Bankwell Financial Group seller in Q4 2022 was Morgan Stanley, an estimated $2.49M sold.
Based on aggregated 13F filings for Q4 2022.