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Bankwell Financial Group
BWFG

62 hedge funds and large institutions have $119M invested in Bankwell Financial Group in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

11% more funds holding

Funds holding: 56 → 62 (+6)

4.06% more ownership

Funds ownership: 48.86% → 52.92% (+4.1%)

1% less capital invested

Capital invested by funds: $120M → $119M (-$1.49M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
8
Increased
20
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$11.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.8M
3
STA
Summit Trail Advisors
New York
+$1.63M
4
CP
Clover Partners
Texas
+$811K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$675K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.06M
2
Millennium Management
Millennium Management
New York
-$629K
3
PCM
Perritt Capital Management
Illinois
-$593K
4
Renaissance Technologies
Renaissance Technologies
New York
-$464K
5
Deutsche Bank
Deutsche Bank
Germany
-$281K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1
Endicott Management
New York
$18.2M – – –
LBS
2
Lawrence B. Seidman
$16.4M +$11.1M +379,124 +197%
BFC
3
Banc Funds Company
Illinois
$13.2M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.8M +$1.8M +61,267 +22%
BlackRock
5
BlackRock
New York
$9.13M +$352K +11,973 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$7.62M -$8.06M -274,431 -51%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.77M -$464K -15,798 -9%
SCP
8
Siena Capital Partners
Illinois
$3.81M -$193K -6,564 -5%
PCM
9
Perritt Capital Management
Illinois
$3.04M -$593K -20,173 -16%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$2.85M +$675K +22,973 +30%
STA
11
Summit Trail Advisors
New York
$2.54M +$1.63M +55,337 +167%
State Street
12
State Street
Massachusetts
$2.43M -$117K -3,969 -4%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$2.11M – – –
Northern Trust
14
Northern Trust
Illinois
$2.09M -$5.2K -177 -0.2%
CP
15
Clover Partners
Texas
$2.03M +$811K +27,614 +64%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.94M +$95.8K +3,263 +5%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.29M – – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.15M +$46.2K +1,572 +4%
BCM
19
BHZ Capital Management
California
$1.04M -$8.75K -298 -0.8%
KPW
20
Kore Private Wealth
New York
$1.02M +$1.04M +35,562 New
Millennium Management
21
Millennium Management
New York
$944K -$629K -21,431 -39%
BCM
22
Bridgeway Capital Management
Texas
$868K – – –
BSW
23
Buckingham Strategic Wealth
Missouri
$857K – – –
Morgan Stanley
24
Morgan Stanley
New York
$827K +$187K +6,370 +28%
Invesco
25
Invesco
Georgia
$697K +$15.7K +536 +2%
1
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BWFG Hedge Fund Activity: Q4 2018 in Review

62 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2018, worth a combined $119M — down 1.2% from $120M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 2 closed out — a net gain of 6 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Lawrence B. Seidman, adding an estimated $11.1M. The largest seller was Wellington Management Group, cutting an estimated $8.06M.

  • 62 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2018, up from 56 in Q3 2018.
  • Funds reported $119M of Bankwell Financial Group stock for Q4 2018, down 1.2% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q4 2018 and 2 closed out, a net change of +6 holders.
  • The largest Bankwell Financial Group buyer in Q4 2018 was Lawrence B. Seidman, an estimated $11.1M added.
  • The largest Bankwell Financial Group seller in Q4 2018 was Wellington Management Group, an estimated $8.06M sold.

Based on aggregated 13F filings for Q4 2018.