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Bankwell Financial Group
BWFG

23 hedge funds and large institutions have $42M invested in Bankwell Financial Group in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding

Funds holding: 19 → 23 (+4)

19% more capital invested

Capital invested by funds: $35.4M → $42M (+$6.65M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Castine Capital Management
Massachusetts
+$1.2M
2
CC
Consector Capital
New York
+$743K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$369K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$259K
5
Morgan Stanley
Morgan Stanley
New York
+$46.9K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$21.8K
2
Bank of America
Bank of America
North Carolina
-$8.13K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.87K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$2.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1
Endicott Management
New York
$13.4M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.8M – – –
CCM
3
Castine Capital Management
Massachusetts
$3.69M +$1.2M +61,947 +54%
BFC
4
Banc Funds Company
Illinois
$3.6M – – –
PCM
5
Perritt Capital Management
Illinois
$3.57M – – –
CC
6
Consector Capital
New York
$1.67M +$743K +38,390 +94%
AWCI
7
Alpine Woods Capital Investors
New York
$630K – – –
CRC
8
Curi RMB Capital
Illinois
$472K +$34.8K +1,800 +9%
WIC
9
Wilkins Investment Counsel
Massachusetts
$465K – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$400K +$369K +19,049 New
Vanguard Group
11
Vanguard Group
Pennsylvania
$282K +$259K +13,410 New
Bank of America
12
Bank of America
North Carolina
$257K -$8.13K -420 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$226K – – –
EWM
14
Evercore Wealth Management
New York
$191K – – –
Citigroup
15
Citigroup
New York
$116K – – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$80K -$3.87K -200 -5%
Morgan Stanley
17
Morgan Stanley
New York
$51K +$46.9K +2,423 +22,027%
NPC
18
National Planning Corporation
California
$23.7K +$22.1K +1,144 New
BIM
19
BlackRock Investment Management
Delaware
$10K – – –
UBS Group
20
UBS Group
Switzerland
$8K +$6.99K +361 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.75K -$2.01K -104 -0%
TRCT
22
Tower Research Capital (TRC)
New York
$1K -$21.8K -1,129 -98%
SEI Investments
23
SEI Investments
Pennsylvania
– +$677 +35 New

BWFG Hedge Fund Activity: Q4 2014 in Review

23 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2014, worth a combined $42M — up 19% from $35.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Castine Capital Management, adding an estimated $1.2M. The largest seller was Tower Research Capital (TRC), cutting an estimated $21.8K.

  • 23 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2014, up from 19 in Q3 2014.
  • Funds reported $42M of Bankwell Financial Group stock for Q4 2014, up 19% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q4 2014 and 0 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q4 2014 was Castine Capital Management, an estimated $1.2M added.
  • The largest Bankwell Financial Group seller in Q4 2014 was Tower Research Capital (TRC), an estimated $21.8K sold.

Based on aggregated 13F filings for Q4 2014.