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Bankwell Financial Group

61 hedge funds and large institutions have $132M invested in Bankwell Financial Group in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

20% more funds holding

Funds holding: 5161 (+10)

1% more ownership

Funds ownership: 48.69%49.7% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $138M → $132M (-$6.38M)

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
26
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.8M +$171K +4,833 +0.7%
EM
2
Endicott Management
New York
$21.8M -$1.92M -54,272 -8%
BFC
3
Banc Funds Company
Illinois
$18.1M -$742K -21,000 -4%
BlackRock
4
BlackRock
New York
$9.5M +$4.13K +117 +0%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.62M +$704K +19,923 +10%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.62M +$187K +5,300 +3%
SCP
7
Siena Capital Partners
Illinois
$4.79M
PCM
8
Perritt Capital Management
Illinois
$4.32M
LBS
9
Lawrence B. Seidman
$3.69M -$583K -16,487 -13%
WA
10
Wasatch Advisors
Utah
$3.13M +$389K +11,000 +14%
State Street
11
State Street
Massachusetts
$2.9M +$24.4K +689 +0.8%
Northern Trust
12
Northern Trust
Illinois
$2.36M +$67.7K +1,914 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.99M +$21.6K +612 +1%
CRC
14
Curi RMB Capital
Illinois
$1.89M -$2.53M -71,471 -56%
EPCA
15
Elizabeth Park Capital Advisors
Ohio
$1.88M +$742K +21,000 +62%
BPM
16
Bowling Portfolio Management
Ohio
$1.75M +$1.81M +51,093 New
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.54M +$1.59M +45,000 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.23M +$164K +4,653 +15%
Deutsche Bank
19
Deutsche Bank
Germany
$1.12M +$228K +6,438 +25%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.11M +$530K +14,999 +86%
BCM
21
BHZ Capital Management
California
$1.02M
BSW
22
Buckingham Strategic Wealth
Missouri
$1.02M
Invesco
23
Invesco
Georgia
$792K +$290K +8,211 +55%
WIC
24
Wilkins Investment Counsel
Massachusetts
$761K
BCM
25
Bridgeway Capital Management
Texas
$729K -$498K -14,100 -40%

BWFG Hedge Fund Activity: Q4 2017 in Review

61 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2017, worth a combined $132M — down 4.6% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWFG positions and 4 closed out — a net gain of 10 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $1.81M. The largest seller was Curi RMB Capital, cutting an estimated $2.53M.

  • 61 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2017, up from 51 in Q3 2017.
  • Funds reported $132M of Bankwell Financial Group stock for Q4 2017, down 4.6% quarter-over-quarter.
  • 14 funds opened new Bankwell Financial Group positions in Q4 2017 and 4 closed out, a net change of +10 holders.
  • The largest Bankwell Financial Group buyer in Q4 2017 was Bowling Portfolio Management, an estimated $1.81M added.
  • The largest Bankwell Financial Group seller in Q4 2017 was Curi RMB Capital, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2017.