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Bankwell Financial Group

47 hedge funds and large institutions have $124M invested in Bankwell Financial Group in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

13% more capital invested

Capital invested by funds: $110M → $124M (+$14M)

2.57% more ownership

Funds ownership: 44.53%47.1% (+2.6%)

15% less funds holding

Funds holding: 5547 (-8)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
47
Holders Change
-8
Holders Change %
-14.55%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
18
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$23.7M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.8M +$4.11M +130,223 +29%
BFC
3
Banc Funds Company
Illinois
$13M +$2.54M +80,650 +27%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.15M +$286K +9,067 +4%
BlackRock
5
BlackRock
New York
$9.08M +$8.33M +263,869 +115,732%
CRC
6
Curi RMB Capital
Illinois
$5.57M +$501K +15,869 +11%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.08M +$567K +17,986 +14%
Renaissance Technologies
8
Renaissance Technologies
New York
$4.96M +$337K +10,696 +8%
SCP
9
Siena Capital Partners
Illinois
$4.79M +$158K +5,000 +4%
LBS
10
Lawrence B. Seidman
$4.68M
PCM
11
Perritt Capital Management
Illinois
$4.33M
State Street
12
State Street
Massachusetts
$2.82M +$1.39K +44 +0.1%
WA
13
Wasatch Advisors
Utah
$2.1M
Northern Trust
14
Northern Trust
Illinois
$2.05M +$79.4K +2,518 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.92M +$1.07M +33,950 +156%
BSW
16
Buckingham Strategic Wealth
Missouri
$1.03M
BCM
17
BHZ Capital Management
California
$1.02M -$25.2K -800 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$950K +$22.8K +723 +3%
EPCA
19
Elizabeth Park Capital Advisors
Ohio
$924K +$199K +6,309 +31%
BCM
20
Bridgeway Capital Management
Texas
$770K -$827K -26,200 -54%
WIC
21
Wilkins Investment Counsel
Massachusetts
$762K
Deutsche Bank
22
Deutsche Bank
Germany
$597K -$86.3K -2,736 -14%
TCIM
23
TIAA CREF Investment Management
New York
$554K -$21.5K -683 -4%
PS
24
Portfolio Solutions
Michigan
$457K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$395K -$9.46K -300 -3%

BWFG Hedge Fund Activity: Q1 2017 in Review

47 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2017, worth a combined $124M — up 13% from $110M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BWFG and 3 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was BlackRock, adding an estimated $8.33M. The largest seller was Bridgeway Capital Management, cutting an estimated $827K.

  • 47 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2017, down from 55 in Q4 2016.
  • Funds reported $124M of Bankwell Financial Group stock for Q1 2017, up 13% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q1 2017 and 6 closed out, a net change of -3 holders.
  • The largest Bankwell Financial Group buyer in Q1 2017 was BlackRock, an estimated $8.33M added.
  • The largest Bankwell Financial Group seller in Q1 2017 was Bridgeway Capital Management, an estimated $827K sold.

Based on aggregated 13F filings for Q1 2017.