We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

54 hedge funds and large institutions have $65.2M invested in Bankwell Financial Group in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

24% more capital invested

Capital invested by funds: $52.5M → $65.2M (+$12.6M)

8.68% more ownership

Funds ownership: 43.42% → 52.1% (+8.7%)

2% less funds holding

Funds holding: 55 → 54 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
21
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EM
Endicott Management
New York
+$9.43M
2
SCM
Solas Capital Management
Connecticut
+$1.65M
3
KCM
Kennedy Capital Management
Missouri
+$496K
4
JP Morgan Chase
JP Morgan Chase
New York
+$444K
5
Northern Trust
Northern Trust
Illinois
+$417K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.49M
2
BFC
Banc Funds Company
Illinois
-$730K
3
SCP
Siena Capital Partners
Illinois
-$332K
4
BCM
Bridgeway Capital Management
Texas
-$298K
5
BSW
Buckingham Strategic Wealth
Missouri
-$285K
Name Holding Trade Value Shares
Change 		Change in
Stake
LBS
1
Lawrence B. Seidman
$11.1M – – –
EM
2
Endicott Management
New York
$10.1M +$9.43M +635,404 New
BlackRock
3
BlackRock
New York
$6.37M +$221K +14,896 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.22M +$16.3K +1,098 +0.3%
BFC
5
Banc Funds Company
Illinois
$4.38M -$730K -49,200 -15%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.3M -$74.6K -5,024 -2%
KCM
7
Kennedy Capital Management
Missouri
$2.57M +$496K +33,449 +26%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.55M +$54.5K +3,674 +2%
SCM
9
Solas Capital Management
Connecticut
$1.77M +$1.65M +111,442 New
SCP
10
Siena Capital Partners
Illinois
$1.75M -$332K -22,344 -17%
Northern Trust
11
Northern Trust
Illinois
$1.74M +$417K +28,063 +34%
State Street
12
State Street
Massachusetts
$1.73M -$43.1K -2,907 -3%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$1.69M – – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.67M +$61.3K +4,131 +4%
STA
15
Summit Trail Advisors
New York
$1.43M – – –
BCM
16
BHZ Capital Management
California
$849K +$71.8K +4,837 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$828K +$61.4K +4,137 +9%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$716K -$148K -10,000 -18%
JP Morgan Chase
19
JP Morgan Chase
New York
$710K +$444K +29,916 +203%
Wells Fargo
20
Wells Fargo
California
$539K +$218K +14,682 +76%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$380K – – –
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$336K +$314K +21,150 New
N
23
Nuveen
North Carolina
$285K -$81.5K -5,488 -23%
Invesco
24
Invesco
Georgia
$262K +$56.4K +3,803 +30%
Charles Schwab
25
Charles Schwab
California
$255K – – –
1
2 3

BWFG Hedge Fund Activity: Q2 2020 in Review

54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2020, worth a combined $65.2M — up 24% from $52.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWFG and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 21 added.

The largest buyer was Endicott Management, opening a new position worth an estimated $9.43M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.49M sold.

  • 54 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2020, down from 55 in Q1 2020.
  • Funds reported $65.2M of Bankwell Financial Group stock for Q2 2020, up 24% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2020 and 7 closed out, a net change of -1 holder.
  • The largest Bankwell Financial Group buyer in Q2 2020 was Endicott Management, an estimated $9.43M added.
  • The largest Bankwell Financial Group seller in Q2 2020 was Wellington Management Group, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2020.