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Bankwell Financial Group

42 hedge funds and large institutions have $69.4M invested in Bankwell Financial Group in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

50% more funds holding

Funds holding: 2842 (+14)

35% more capital invested

Capital invested by funds: $51.4M → $69.4M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
42
Holders Change
+14
Holders Change %
+50%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$15.2M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$10.2M -$1.27M -60,330 -12%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.25M +$112K +5,337 +2%
BFC
4
Banc Funds Company
Illinois
$6.54M
BFA
5
BlackRock Fund Advisors
California
$3.42M +$3.06M +145,766 +1,567%
CRC
6
Curi RMB Capital
Illinois
$3.22M +$305K +14,500 +11%
LBS
7
Lawrence B. Seidman
$3M -$191K -9,084 -6%
PCM
8
Perritt Capital Management
Illinois
$2.78M
Vanguard Group
9
Vanguard Group
Pennsylvania
$2.63M +$1.58M +75,368 +171%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.1M +$954K +45,400 +91%
WA
11
Wasatch Advisors
Utah
$1.35M
AllianceBernstein
12
AllianceBernstein
Tennessee
$1.32M +$126K +6,016 +11%
State Street
13
State Street
Massachusetts
$1.21M +$1.15M +54,633 New
Northern Trust
14
Northern Trust
Illinois
$1.2M +$1.14M +54,304 New
BCM
15
Bridgeway Capital Management
Texas
$1.07M +$214K +10,200 +27%
BIT
16
BlackRock Institutional Trust
California
$923K +$879K +41,835 New
BSW
17
Buckingham Strategic Wealth
Missouri
$658K
Deutsche Bank
18
Deutsche Bank
Germany
$554K +$440K +20,937 +494%
BIM
19
BlackRock Investment Management
Delaware
$522K +$479K +22,802 +2,627%
WIC
20
Wilkins Investment Counsel
Massachusetts
$489K
EPCA
21
Elizabeth Park Capital Advisors
Ohio
$453K +$432K +20,555 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$441K +$137K +6,536 +49%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$388K +$369K +17,582 New
TCIM
24
TIAA CREF Investment Management
New York
$386K +$368K +17,498 New
CEI
25
Clark Estates Inc
New York
$355K

BWFG Hedge Fund Activity: Q2 2016 in Review

42 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2016, worth a combined $69.4M — up 35% from $51.4M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWFG positions and 3 closed out — a net gain of 14 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $3.06M. The largest seller was Wellington Management Group, cutting an estimated $1.27M.

  • 42 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2016, up from 28 in Q1 2016.
  • Funds reported $69.4M of Bankwell Financial Group stock for Q2 2016, up 35% quarter-over-quarter.
  • 17 funds opened new Bankwell Financial Group positions in Q2 2016 and 3 closed out, a net change of +14 holders.
  • The largest Bankwell Financial Group buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $3.06M added.
  • The largest Bankwell Financial Group seller in Q2 2016 was Wellington Management Group, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2016.