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Bankwell Financial Group

49 hedge funds and large institutions have $114M invested in Bankwell Financial Group in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 4749 (+2)

0.77% more ownership

Funds ownership: 47.1%47.87% (+0.77%)

8% less capital invested

Capital invested by funds: $124M → $114M (-$9.52M)

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
3
Increased
22
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$21.5M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18M +$56.2K +1,671 +0.3%
BFC
3
Banc Funds Company
Illinois
$12.9M +$1.18M +35,000 +9%
BlackRock
4
BlackRock
New York
$8.5M +$266K +7,903 +3%
CRC
5
Curi RMB Capital
Illinois
$5.93M +$942K +28,000 +17%
LBS
6
Lawrence B. Seidman
$5.75M +$1.62M +48,000 +35%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.52M +$987K +29,324 +20%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.71M -$3.88M -115,213 -43%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.42M -$92.5K -2,749 -2%
SCP
10
Siena Capital Partners
Illinois
$4.35M
PCM
11
Perritt Capital Management
Illinois
$3.93M
State Street
12
State Street
Massachusetts
$2.67M +$111K +3,305 +4%
Northern Trust
13
Northern Trust
Illinois
$2.07M +$225K +6,700 +11%
WA
14
Wasatch Advisors
Utah
$1.93M +$27.5K +818 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.73M -$7.6K -226 -0.4%
EPCA
16
Elizabeth Park Capital Advisors
Ohio
$1.06M +$236K +7,000 +26%
BSW
17
Buckingham Strategic Wealth
Missouri
$932K
BCM
18
BHZ Capital Management
California
$932K +$10K +298 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$922K +$63.7K +1,892 +7%
BCM
20
Bridgeway Capital Management
Texas
$700K
WIC
21
Wilkins Investment Counsel
Massachusetts
$692K
Deutsche Bank
22
Deutsche Bank
Germany
$595K +$55.7K +1,655 +10%
TCIM
23
TIAA CREF Investment Management
New York
$520K +$17.3K +515 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$399K +$185K +5,498 +75%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$331K -$30.3K -900 -8%

BWFG Hedge Fund Activity: Q2 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2017, worth a combined $114M — down 7.7% from $124M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BWFG positions and 1 closed out — a net gain of 2 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $1.62M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $3.88M.

  • 49 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2017, up from 47 in Q1 2017.
  • Funds reported $114M of Bankwell Financial Group stock for Q2 2017, down 7.7% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q2 2017 and 1 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2017 was Lawrence B. Seidman, an estimated $1.62M added.
  • The largest Bankwell Financial Group seller in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2017.