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Bankwell Financial Group
BWFG

58 hedge funds and large institutions have $122M invested in Bankwell Financial Group in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $119M → $122M (+$2.99M)

0.19% more ownership

Funds ownership: 52.92% → 53.1% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less funds holding

Funds holding: 62 → 58 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
20
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LBS
Lawrence B. Seidman
+$3.69M
2
Renaissance Technologies
Renaissance Technologies
New York
+$694K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$655K
4
State Street
State Street
Massachusetts
+$451K
5
KCM
Kennedy Capital Management
Missouri
+$419K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.45M
2
PCM
Perritt Capital Management
Illinois
-$1.05M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$655K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$416K
5
Morgan Stanley
Morgan Stanley
New York
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
LBS
1
Lawrence B. Seidman
$20.4M +$3.69M +126,112 +22%
EM
2
Endicott Management
New York
$18.5M – – –
BFC
3
Banc Funds Company
Illinois
$13.9M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.55M -$416K -14,186 -4%
BlackRock
5
BlackRock
New York
$9.07M -$209K -7,145 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.54M +$694K +23,700 +14%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.3M -$3.45M -117,794 -44%
SCP
8
Siena Capital Partners
Illinois
$3.88M – – –
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.55M +$655K +22,357 +22%
State Street
10
State Street
Massachusetts
$2.92M +$451K +15,381 +18%
STA
11
Summit Trail Advisors
New York
$2.58M – – –
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.46M +$311K +10,600 +14%
Northern Trust
13
Northern Trust
Illinois
$2.18M +$50.1K +1,711 +2%
CP
14
Clover Partners
Texas
$2.06M – – –
PCM
15
Perritt Capital Management
Illinois
$2.04M -$1.05M -35,727 -34%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.03M +$58.9K +2,012 +3%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.31M – – –
BCM
18
BHZ Capital Management
California
$1.27M +$222K +7,574 +21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.19M +$26.1K +890 +2%
Millennium Management
20
Millennium Management
New York
$1.04M +$85.9K +2,933 +9%
KPW
21
Kore Private Wealth
New York
$1.04M – – –
BCM
22
Bridgeway Capital Management
Texas
$882K – – –
BSW
23
Buckingham Strategic Wealth
Missouri
$871K – – –
Wells Fargo
24
Wells Fargo
California
$708K +$105K +3,581 +17%
WIC
25
Wilkins Investment Counsel
Massachusetts
$647K – – –
1
2 3

BWFG Hedge Fund Activity: Q1 2019 in Review

58 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2019, worth a combined $122M — up 2.5% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BWFG and 6 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 20 added.

The largest buyer was Lawrence B. Seidman, adding an estimated $3.69M. The largest seller was Wellington Management Group, cutting an estimated $3.45M.

  • 58 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2019, down from 62 in Q4 2018.
  • Funds reported $122M of Bankwell Financial Group stock for Q1 2019, up 2.5% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q1 2019 and 10 closed out, a net change of -4 holders.
  • The largest Bankwell Financial Group buyer in Q1 2019 was Lawrence B. Seidman, an estimated $3.69M added.
  • The largest Bankwell Financial Group seller in Q1 2019 was Wellington Management Group, an estimated $3.45M sold.

Based on aggregated 13F filings for Q1 2019.