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Bankwell Financial Group

56 hedge funds and large institutions have $122M invested in Bankwell Financial Group in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more capital invested

Capital invested by funds: $114M → $122M (+$7.26M)

0.74% more ownership

Funds ownership: 53.09%53.83% (+0.74%)

0% more funds holding

Funds holding: 5656 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
56
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
23
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBS
1
Lawrence B. Seidman
$20.2M
EM
2
Endicott Management
New York
$18.3M
BFC
3
Banc Funds Company
Illinois
$12.5M -$973K -34,052 -7%
BlackRock
4
BlackRock
New York
$10.4M +$87.6K +3,065 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.45M -$36.5K -1,277 -0.4%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.87M +$257K +9,000 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.17M +$255K +8,939 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.83M
SCP
9
Siena Capital Partners
Illinois
$3.83M
KCM
10
Kennedy Capital Management
Missouri
$3.39M +$1.44M +50,259 +75%
State Street
11
State Street
Massachusetts
$3.36M +$242K +8,476 +8%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.91M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.81M +$21.7K +761 +0.8%
STA
14
Summit Trail Advisors
New York
$2.59M +$2.57M +89,952 New
Northern Trust
15
Northern Trust
Illinois
$2.32M -$72.3K -2,531 -3%
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$1.59M
BCM
17
BHZ Capital Management
California
$1.45M +$109K +3,803 +8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.42M +$230K +8,037 +19%
PCM
19
Perritt Capital Management
Illinois
$986K -$451K -15,800 -32%
BSW
20
Buckingham Strategic Wealth
Missouri
$860K
N
21
Nuveen
North Carolina
$676K -$4.17K -146 -0.6%
WIC
22
Wilkins Investment Counsel
Massachusetts
$639K
JP Morgan Chase
23
JP Morgan Chase
New York
$573K +$167K +5,860 +42%
BCM
24
Bridgeway Capital Management
Texas
$563K -$323K -11,300 -37%
Morgan Stanley
25
Morgan Stanley
New York
$525K +$189K +6,630 +57%

BWFG Hedge Fund Activity: Q4 2019 in Review

56 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2019, worth a combined $122M — up 6.3% from $114M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BWFG positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Summit Trail Advisors, opening a new position worth an estimated $2.57M. The largest seller was Banc Funds Company, cutting an estimated $973K.

  • 56 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $122M of Bankwell Financial Group stock for Q4 2019, up 6.3% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q4 2019 and 3 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q4 2019 was Summit Trail Advisors, an estimated $2.57M added.
  • The largest Bankwell Financial Group seller in Q4 2019 was Banc Funds Company, an estimated $973K sold.

Based on aggregated 13F filings for Q4 2019.