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Bankwell Financial Group
BWFG

56 hedge funds and large institutions have $120M invested in Bankwell Financial Group in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 55 → 56 (+1)

0.61% more ownership

Funds ownership: 48.25% → 48.86% (+0.61%)

1% less capital invested

Capital invested by funds: $121M → $120M (-$1.33M)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
4
Increased
21
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$1.95M
2
CP
Clover Partners
Texas
+$1.37M
3
STA
Summit Trail Advisors
New York
+$1.05M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$342K
5
BCM
Bridgeway Capital Management
Texas
+$191K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.96M
2
BFC
Banc Funds Company
Illinois
-$477K
3
FIA
FNY Investment Advisers
New York
-$206K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$181K
5
Deutsche Bank
Deutsche Bank
Germany
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1
Endicott Management
New York
$19.9M – – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$16.9M -$2.96M -93,137 -15%
BFC
3
Banc Funds Company
Illinois
$15M -$477K -15,000 -3%
BlackRock
4
BlackRock
New York
$9.6M +$116K +3,649 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.78M +$15.3K +482 +0.2%
LBS
6
Lawrence B. Seidman
$6.05M +$1.95M +61,182 +46%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.71M -$92.3K -2,902 -2%
SCP
8
Siena Capital Partners
Illinois
$4.37M – – –
PCM
9
Perritt Capital Management
Illinois
$3.95M – – –
State Street
10
State Street
Massachusetts
$2.78M +$43K +1,354 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.4M +$342K +10,752 +16%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.31M – – –
Northern Trust
13
Northern Trust
Illinois
$2.29M +$164K +5,147 +8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.01M +$66.4K +2,089 +3%
Millennium Management
15
Millennium Management
New York
$1.7M -$23.9K -752 -1%
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$1.41M – – –
CP
17
Clover Partners
Texas
$1.35M +$1.37M +42,978 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.21M +$22.5K +709 +2%
BCM
19
BHZ Capital Management
California
$1.14M – – –
STA
20
Summit Trail Advisors
New York
$1.04M +$1.05M +33,101 New
BCM
21
Bridgeway Capital Management
Texas
$948K +$191K +6,000 +25%
BSW
22
Buckingham Strategic Wealth
Missouri
$936K – – –
Deutsche Bank
23
Deutsche Bank
Germany
$826K -$131K -4,110 -14%
Invesco
24
Invesco
Georgia
$745K -$60.1K -1,890 -7%
Morgan Stanley
25
Morgan Stanley
New York
$704K -$29.6K -930 -4%
1
2 3

BWFG Hedge Fund Activity: Q3 2018 in Review

56 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2018, worth a combined $120M — down 1.1% from $121M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BWFG positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $1.95M. The largest seller was Wellington Management Group, cutting an estimated $2.96M.

  • 56 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2018, up from 55 in Q2 2018.
  • Funds reported $120M of Bankwell Financial Group stock for Q3 2018, down 1.1% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q3 2018 and 3 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q3 2018 was Lawrence B. Seidman, an estimated $1.95M added.
  • The largest Bankwell Financial Group seller in Q3 2018 was Wellington Management Group, an estimated $2.96M sold.

Based on aggregated 13F filings for Q3 2018.