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Bankwell Financial Group

55 hedge funds and large institutions have $52.5M invested in Bankwell Financial Group in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

2% less funds holding

Funds holding: 5655 (-1)

10.41% less ownership

Funds ownership: 53.83%43.42% (-10%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less capital invested

Capital invested by funds: $122M → $52.5M (-$69.2M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.7M

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
20
Reduced
22
Closed
5
Calls
Puts
$9.7M
Net Calls
-$9.7M
Net Calls Change
-$9.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LBS
1
Lawrence B. Seidman
$10.7M
BlackRock
2
BlackRock
New York
$5.89M +$671K +26,607 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5M -$3.28K -130 -0%
BFC
4
Banc Funds Company
Illinois
$4.95M -$2.74M -108,787 -25%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.24M +$227K +9,000 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.4M +$315K +12,488 +9%
SCP
7
Siena Capital Partners
Illinois
$2.02M -$2.85K -113 -0.1%
KCM
8
Kennedy Capital Management
Missouri
$1.96M +$272K +10,794 +9%
State Street
9
State Street
Massachusetts
$1.71M -$115K -4,565 -4%
EPCA
10
Elizabeth Park Capital Advisors
Ohio
$1.63M +$139K +5,500 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.54M +$83.7K +3,319 +3%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.49M -$889K -35,279 -27%
STA
13
Summit Trail Advisors
New York
$1.37M -$4.59K -182 -0.2%
Northern Trust
14
Northern Trust
Illinois
$1.25M +$33.8K +1,341 +2%
RHCA
15
Rosenthal Henry Capital Advisors
Indiana
$839K
BCM
16
BHZ Capital Management
California
$741K -$41.1K -1,630 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$731K -$37.2K -1,476 -3%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$365K +$198K +7,855 +49%
N
19
Nuveen
North Carolina
$357K -$1.59K -63 -0.3%
BCM
20
Bridgeway Capital Management
Texas
$298K
Wells Fargo
21
Wells Fargo
California
$294K +$33.3K +1,320 +7%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$287K +$296K +11,753 +166%
BSW
23
Buckingham Strategic Wealth
Missouri
$285K -$282K -11,177 -37%
PCM
24
Perritt Capital Management
Illinois
$259K -$434K -17,200 -50%
Charles Schwab
25
Charles Schwab
California
$245K +$5.77K +229 +1%

BWFG Hedge Fund Activity: Q1 2020 in Review

55 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2020, worth a combined $52.5M — down 57% from $122M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BWFG and 4 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 20 added.

The largest buyer was BlackRock, adding an estimated $671K. The largest seller was Endicott Management, exiting entirely with an estimated $16M sold.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2020, down from 56 in Q4 2019.
  • Funds reported $52.5M of Bankwell Financial Group stock for Q1 2020, down 57% quarter-over-quarter.
  • 4 funds opened new Bankwell Financial Group positions in Q1 2020 and 5 closed out, a net change of -1 holder.
  • The largest Bankwell Financial Group buyer in Q1 2020 was BlackRock, an estimated $671K added.
  • The largest Bankwell Financial Group seller in Q1 2020 was Endicott Management, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2020.