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Bankwell Financial Group

28 hedge funds and large institutions have $36.9M invested in Bankwell Financial Group in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

17% more funds holding

Funds holding: 2428 (+4)

1% more capital invested

Capital invested by funds: $36.4M → $36.9M (+$486K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$12.5M +$26.5K +1,455 +0.2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$9.32M -$40.4K -2,217 -0.4%
CCM
3
Castine Capital Management
Massachusetts
$3.31M -$227K -12,488 -6%
PCM
4
Perritt Capital Management
Illinois
$3.15M
BFC
5
Banc Funds Company
Illinois
$3.13M
CRC
6
Curi RMB Capital
Illinois
$1.06M +$592K +32,510 +127%
Vanguard Group
7
Vanguard Group
Pennsylvania
$723K +$25.4K +1,395 +4%
MCA
8
Mendon Capital Advisors
Florida
$517K +$515K +28,280 New
EWM
9
Evercore Wealth Management
New York
$465K +$184K +10,100 +66%
WIC
10
Wilkins Investment Counsel
Massachusetts
$405K
AWCI
11
Alpine Woods Capital Investors
New York
$402K -$109K -6,000 -21%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$348K
BSW
13
Buckingham Strategic Wealth
Missouri
$340K +$339K +18,598 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$248K
Goldman Sachs
15
Goldman Sachs
New York
$231K +$230K +12,642 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$226K +$19.3K +1,058 +9%
Bank of America
17
Bank of America
North Carolina
$183K +$182K +10,000 New
BFA
18
BlackRock Fund Advisors
California
$136K -$3.61K -198 -3%
Citigroup
19
Citigroup
New York
$101K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$54K -$84.5K -4,640 -61%
UBS Group
21
UBS Group
Switzerland
$19K +$18.5K +1,013 New
BIM
22
BlackRock Investment Management
Delaware
$16K
TRCT
23
Tower Research Capital (TRC)
New York
$8K +$1.26K +69 +18%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.87K
Morgan Stanley
25
Morgan Stanley
New York
$4K -$237 -13 -5%

BWFG Hedge Fund Activity: Q3 2015 in Review

28 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2015, worth a combined $36.9M — up 1.3% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $592K. The largest seller was Consector Capital, exiting entirely with an estimated $2.05M sold.

  • 28 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2015, up from 24 in Q2 2015.
  • Funds reported $36.9M of Bankwell Financial Group stock for Q3 2015, up 1.3% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q3 2015 and 2 closed out, a net change of +4 holders.
  • The largest Bankwell Financial Group buyer in Q3 2015 was Curi RMB Capital, an estimated $592K added.
  • The largest Bankwell Financial Group seller in Q3 2015 was Consector Capital, an estimated $2.05M sold.

Based on aggregated 13F filings for Q3 2015.