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Bankwell Financial Group
BWFG

59 hedge funds and large institutions have $121M invested in Bankwell Financial Group in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

2% more funds holding

Funds holding: 58 → 59 (+1)

0.27% more ownership

Funds ownership: 53.1% → 53.37% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $122M → $121M (-$1.09M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
27
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$881K
2
N
Nuveen
North Carolina
+$734K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$490K
4
KCM
Kennedy Capital Management
Missouri
+$388K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$296K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$628K
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$519K
3
Wells Fargo
Wells Fargo
California
-$350K
4
BFC
Banc Funds Company
Illinois
-$293K
5
CP
Clover Partners
Texas
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
LBS
1
Lawrence B. Seidman
$20.2M +$151K +5,141 +0.7%
EM
2
Endicott Management
New York
$18.2M – – –
BFC
3
Banc Funds Company
Illinois
$13.4M -$293K -10,000 -2%
BlackRock
4
BlackRock
New York
$9.79M +$881K +30,090 +10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.38M -$11.3K -387 -0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.58M +$138K +4,700 +2%
SCP
7
Siena Capital Partners
Illinois
$3.81M – – –
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.79M +$296K +10,120 +8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.72M -$519K -17,713 -12%
State Street
10
State Street
Massachusetts
$2.88M +$9.26K +316 +0.3%
STA
11
Summit Trail Advisors
New York
$2.65M +$109K +3,714 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.47M +$490K +16,726 +24%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$2.42M – – –
Northern Trust
14
Northern Trust
Illinois
$2.21M +$69.8K +2,382 +3%
PCM
15
Perritt Capital Management
Illinois
$1.95M -$61.5K -2,100 -3%
CP
16
Clover Partners
Texas
$1.74M -$293K -10,000 -14%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.58M +$293K +10,000 +22%
BCM
18
BHZ Capital Management
California
$1.39M +$135K +4,603 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.22M +$48.1K +1,642 +4%
KPW
20
Kore Private Wealth
New York
$1.02M – – –
Millennium Management
21
Millennium Management
New York
$927K -$103K -3,521 -10%
BCM
22
Bridgeway Capital Management
Texas
$885K +$17.6K +600 +2%
BSW
23
Buckingham Strategic Wealth
Missouri
$856K – – –
KCM
24
Kennedy Capital Management
Missouri
$791K +$388K +13,243 +93%
N
25
Nuveen
North Carolina
$719K +$734K +25,052 New
1
2 3

BWFG Hedge Fund Activity: Q2 2019 in Review

59 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2019, worth a combined $121M — down 0.9% from $122M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 3 closed out — a net gain of 3 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $881K. The largest seller was AllianceBernstein, exiting entirely with an estimated $628K sold.

  • 59 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2019, up from 58 in Q1 2019.
  • Funds reported $121M of Bankwell Financial Group stock for Q2 2019, down 0.9% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2019 and 3 closed out, a net change of +3 holders.
  • The largest Bankwell Financial Group buyer in Q2 2019 was BlackRock, an estimated $881K added.
  • The largest Bankwell Financial Group seller in Q2 2019 was AllianceBernstein, an estimated $628K sold.

Based on aggregated 13F filings for Q2 2019.