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Bankwell Financial Group

28 hedge funds and large institutions have $51.4M invested in Bankwell Financial Group in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $44.3M → $51.4M (+$7.08M)

8% more funds holding

Funds holding: 2628 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
12
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$13.5M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.2M
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.36M +$14.2K +725 +0.2%
BFC
4
Banc Funds Company
Illinois
$5.8M +$1.13M +57,537 +24%
LBS
5
Lawrence B. Seidman
$2.84M +$2.09M +106,454 +274%
CRC
6
Curi RMB Capital
Illinois
$2.57M +$126K +6,420 +5%
PCM
7
Perritt Capital Management
Illinois
$2.46M -$905K -46,200 -27%
WA
8
Wasatch Advisors
Utah
$1.2M -$176K -9,000 -13%
AllianceBernstein
9
AllianceBernstein
Tennessee
$1.06M +$472K +24,105 +81%
Renaissance Technologies
10
Renaissance Technologies
New York
$979K +$396K +20,200 +68%
Vanguard Group
11
Vanguard Group
Pennsylvania
$861K +$41.8K +2,132 +5%
BCM
12
Bridgeway Capital Management
Texas
$750K +$490K +25,000 +188%
BSW
13
Buckingham Strategic Wealth
Missouri
$584K +$220K +11,237 +60%
WIC
14
Wilkins Investment Counsel
Massachusetts
$434K
UBS Group
15
UBS Group
Switzerland
$321K +$322K +16,423 New
CEI
16
Clark Estates Inc
New York
$315K +$315K +16,084 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$304K +$37.2K +1,896 +14%
Goldman Sachs
18
Goldman Sachs
New York
$238K +$239K +12,172 New
BFA
19
BlackRock Fund Advisors
California
$182K -$13.1K -666 -7%
Citigroup
20
Citigroup
New York
$108K
Deutsche Bank
21
Deutsche Bank
Germany
$82K +$33.7K +1,722 +68%
Morgan Stanley
22
Morgan Stanley
New York
$75K +$64.4K +3,288 +607%
AIM
23
Acrospire Investment Management
Illinois
$74K +$74.5K +3,801 New
SCM
24
Segantii Capital Management
Hong Kong
$43K +$43.1K +2,200 New
BIM
25
BlackRock Investment Management
Delaware
$17K -$1.22K -62 -7%

BWFG Hedge Fund Activity: Q1 2016 in Review

28 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2016, worth a combined $51.4M — up 16% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWFG positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $2.09M. The largest seller was Mendon Capital Advisors, exiting entirely with an estimated $2.04M sold.

  • 28 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2016, up from 26 in Q4 2015.
  • Funds reported $51.4M of Bankwell Financial Group stock for Q1 2016, up 16% quarter-over-quarter.
  • 7 funds opened new Bankwell Financial Group positions in Q1 2016 and 5 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q1 2016 was Lawrence B. Seidman, an estimated $2.09M added.
  • The largest Bankwell Financial Group seller in Q1 2016 was Mendon Capital Advisors, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2016.