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Bankwell Financial Group
BWFG

55 hedge funds and large institutions have $121M invested in Bankwell Financial Group in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 54 → 55 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $125M → $121M (-$3.46M)

2.2% less ownership

Funds ownership: 50.46% → 48.25% (-2.2%)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
26
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.01M
2
BlackRock
BlackRock
New York
+$877K
3
LBS
Lawrence B. Seidman
+$755K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$558K
5
AllianceBernstein
AllianceBernstein
Tennessee
+$345K

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$3.03M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.23M
3
BPM
Bowling Portfolio Management
Ohio
-$1.28M
4
BFC
Banc Funds Company
Illinois
-$1.11M
5
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1
Endicott Management
New York
$20.4M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$20.3M -$2.23M -70,535 -10%
BFC
3
Banc Funds Company
Illinois
$15.8M -$1.11M -35,200 -7%
BlackRock
4
BlackRock
New York
$9.72M +$877K +27,785 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.99M +$314K +9,950 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.95M +$335K +10,600 +6%
SCP
7
Siena Capital Partners
Illinois
$4.48M – – –
LBS
8
Lawrence B. Seidman
$4.24M +$755K +23,900 +22%
PCM
9
Perritt Capital Management
Illinois
$4.05M – – –
State Street
10
State Street
Massachusetts
$2.81M +$22.1K +701 +0.8%
EPCA
11
Elizabeth Park Capital Advisors
Ohio
$2.37M – – –
Northern Trust
12
Northern Trust
Illinois
$2.18M -$47.5K -1,505 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$2.11M +$558K +17,672 +37%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2M +$118K +3,723 +6%
Millennium Management
15
Millennium Management
New York
$1.77M +$1.01M +31,873 +137%
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$1.45M – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.21M +$28.1K +889 +2%
BCM
18
BHZ Capital Management
California
$1.17M +$208K +6,578 +22%
Deutsche Bank
19
Deutsche Bank
Germany
$979K +$9.66K +306 +1%
BSW
20
Buckingham Strategic Wealth
Missouri
$959K – – –
Invesco
21
Invesco
Georgia
$824K +$1.01K +32 +0.1%
BCM
22
Bridgeway Capital Management
Texas
$779K +$94.7K +3,000 +14%
Morgan Stanley
23
Morgan Stanley
New York
$751K +$52.2K +1,652 +8%
WIC
24
Wilkins Investment Counsel
Massachusetts
$713K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$415K +$1.36K +43 +0.3%
1
2 3

BWFG Hedge Fund Activity: Q2 2018 in Review

55 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2018, worth a combined $121M — down 2.8% from $125M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 7 closed out — a net gain of 1 holder — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.01M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $3.03M sold.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2018, up from 54 in Q1 2018.
  • Funds reported $121M of Bankwell Financial Group stock for Q2 2018, down 2.8% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q2 2018 and 7 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q2 2018 was Millennium Management, an estimated $1.01M added.
  • The largest Bankwell Financial Group seller in Q2 2018 was Wasatch Advisors, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2018.