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Bankwell Financial Group

51 hedge funds and large institutions have $138M invested in Bankwell Financial Group in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $114M → $138M (+$24.1M)

4% more funds holding

Funds holding: 4951 (+2)

0.82% more ownership

Funds ownership: 47.87%48.69% (+0.82%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
5
Increased
23
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$25.5M
Wellington Management Group
2
Wellington Management Group
Massachusetts
$24.3M +$2.73M +82,421 +14%
BFC
3
Banc Funds Company
Illinois
$20.3M +$4.52M +136,338 +33%
BlackRock
4
BlackRock
New York
$10.2M +$148K +4,449 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.46M +$831K +25,050 +14%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.85M +$559K +16,853 +12%
SCP
7
Siena Capital Partners
Illinois
$5.15M
CRC
8
Curi RMB Capital
Illinois
$4.68M -$2.1M -63,247 -33%
PCM
9
Perritt Capital Management
Illinois
$4.65M
LBS
10
Lawrence B. Seidman
$4.58M -$2M -60,189 -33%
State Street
11
State Street
Massachusetts
$3.09M -$59.8K -1,803 -2%
WA
12
Wasatch Advisors
Utah
$2.96M +$609K +18,371 +30%
Northern Trust
13
Northern Trust
Illinois
$2.47M +$17.3K +521 +0.8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.12M +$60.3K +1,820 +3%
BCM
15
Bridgeway Capital Management
Texas
$1.3M +$429K +12,937 +58%
EPCA
16
Elizabeth Park Capital Advisors
Ohio
$1.25M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.15M +$56.9K +1,716 +6%
BCM
18
BHZ Capital Management
California
$1.1M
BSW
19
Buckingham Strategic Wealth
Missouri
$1.1M
Deutsche Bank
20
Deutsche Bank
Germany
$963K +$235K +7,074 +37%
WIC
21
Wilkins Investment Counsel
Massachusetts
$819K
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$645K +$304K +9,176 +111%
TCIM
23
TIAA CREF Investment Management
New York
$625K +$9.52K +287 +2%
Invesco
24
Invesco
Georgia
$548K +$215K +6,493 +78%
DCM
25
Dupont Capital Management
Delaware
$482K +$433K +13,058 New

BWFG Hedge Fund Activity: Q3 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2017, worth a combined $138M — up 21% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 3 closed out — a net gain of 2 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $4.52M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $4.82M.

  • 51 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2017, up from 49 in Q2 2017.
  • Funds reported $138M of Bankwell Financial Group stock for Q3 2017, up 21% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q3 2017 was Banc Funds Company, an estimated $4.52M added.
  • The largest Bankwell Financial Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2017.