We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

55 hedge funds and large institutions have $110M invested in Bankwell Financial Group in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

48% more capital invested

Capital invested by funds: $74.1M → $110M (+$35.5M)

44.53% more ownership

Funds ownership: 0% → 44.53% (+45%)

17% more funds holding

Funds holding: 47 → 55 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
17
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$891K
2
Renaissance Technologies
Renaissance Technologies
New York
+$550K
3
State Street
State Street
Massachusetts
+$508K
4
Morgan Stanley
Morgan Stanley
New York
+$427K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$265K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$791K
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$408K
3
CEI
Clark Estates Inc
New York
-$381K
4
TCIM
TIAA CREF Investment Management
New York
-$19K
5
AIM
Acrospire Investment Management
Illinois
-$12.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1
Endicott Management
New York
$22.4M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$14.5M -$408K -14,906 -3%
BFC
3
Banc Funds Company
Illinois
$9.63M – – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.35M +$177K +6,475 +3%
BFA
5
BlackRock Fund Advisors
California
$6.39M +$891K +32,559 +20%
CRC
6
Curi RMB Capital
Illinois
$4.74M – – –
LBS
7
Lawrence B. Seidman
$4.43M – – –
SCP
8
Siena Capital Partners
Illinois
$4.37M +$3.68M +134,359 New
Renaissance Technologies
9
Renaissance Technologies
New York
$4.34M +$550K +20,100 +18%
Vanguard Group
10
Vanguard Group
Pennsylvania
$4.21M +$152K +5,536 +4%
PCM
11
Perritt Capital Management
Illinois
$4.09M – – –
State Street
12
State Street
Massachusetts
$2.67M +$508K +18,555 +29%
WA
13
Wasatch Advisors
Utah
$1.98M – – –
Northern Trust
14
Northern Trust
Illinois
$1.85M +$13.1K +479 +0.8%
BCM
15
Bridgeway Capital Management
Texas
$1.58M – – –
BIT
16
BlackRock Institutional Trust
California
$1.35M – – –
BCM
17
BHZ Capital Management
California
$986K – – –
BSW
18
Buckingham Strategic Wealth
Missouri
$970K – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$874K +$265K +9,672 +56%
BIM
20
BlackRock Investment Management
Delaware
$767K – – –
WIC
21
Wilkins Investment Counsel
Massachusetts
$720K – – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$708K +$28.6K +1,045 +5%
EPCA
23
Elizabeth Park Capital Advisors
Ohio
$668K – – –
Deutsche Bank
24
Deutsche Bank
Germany
$652K +$16.5K +601 +3%
Morgan Stanley
25
Morgan Stanley
New York
$548K +$427K +15,603 +1,224%
1
2 3

BWFG Hedge Fund Activity: Q4 2016 in Review

55 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2016, worth a combined $110M — up 48% from $74.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWFG positions and 1 closed out — a net gain of 9 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $891K. The largest seller was AllianceBernstein, cutting an estimated $791K.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2016, up from 47 in Q3 2016.
  • Funds reported $110M of Bankwell Financial Group stock for Q4 2016, up 48% quarter-over-quarter.
  • 10 funds opened new Bankwell Financial Group positions in Q4 2016 and 1 closed out, a net change of +9 holders.
  • The largest Bankwell Financial Group buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $891K added.
  • The largest Bankwell Financial Group seller in Q4 2016 was AllianceBernstein, an estimated $791K sold.

Based on aggregated 13F filings for Q4 2016.