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Bankwell Financial Group

48 hedge funds and large institutions have $77.2M invested in Bankwell Financial Group in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $56.4M → $77.2M (+$20.8M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

0% more funds holding

Funds holding: 4848 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.23% less ownership

Funds ownership: 50.24%50.01% (-0.23%)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
16
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LBS
1
Lawrence B. Seidman
$13.7M
EM
2
Endicott Management
New York
$12.4M
BlackRock
3
BlackRock
New York
$8.18M +$392K +22,517 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.46M +$42.7K +2,453 +0.7%
BFC
5
Banc Funds Company
Illinois
$5.03M -$139K -8,000 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.17M +$334K +19,200 +10%
KCM
7
Kennedy Capital Management
Missouri
$4.14M +$849K +48,793 +30%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.23M +$76.2K +4,380 +3%
SCM
9
Solas Capital Management
Connecticut
$2.5M +$41K +2,359 +2%
SCP
10
Siena Capital Partners
Illinois
$2.16M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.11M -$1.86K -107 -0.1%
State Street
12
State Street
Massachusetts
$2.09M -$6.09K -350 -0.3%
Northern Trust
13
Northern Trust
Illinois
$2.01M -$110K -6,314 -6%
STA
14
Summit Trail Advisors
New York
$1.75M
BCM
15
BHZ Capital Management
California
$1.14M +$20.4K +1,174 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$879K -$96.9K -5,569 -11%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$704K -$157K -9,000 -20%
Wells Fargo
18
Wells Fargo
California
$529K -$23.3K -1,340 -5%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$434K
JP Morgan Chase
20
JP Morgan Chase
New York
$419K -$311K -17,890 -45%
Charles Schwab
21
Charles Schwab
California
$314K
N
22
Nuveen
North Carolina
$273K -$69.1K -3,971 -22%
SWM
23
SeaCrest Wealth Management
New York
$270K +$10.4K +599 +5%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$264K
Morgan Stanley
25
Morgan Stanley
New York
$257K +$74.9K +4,303 +49%

BWFG Hedge Fund Activity: Q4 2020 in Review

48 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2020, worth a combined $77.2M — up 37% from $56.4M a quarter earlier.

Fund positioning in BWFG was balanced in Q4 2020: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 14 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $849K. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $642K sold.

  • 48 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $77.2M of Bankwell Financial Group stock for Q4 2020, up 37% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q4 2020 and 3 closed out, a net change of 0 holders.
  • The largest Bankwell Financial Group buyer in Q4 2020 was Kennedy Capital Management, an estimated $849K added.
  • The largest Bankwell Financial Group seller in Q4 2020 was Elizabeth Park Capital Advisors, an estimated $642K sold.

Based on aggregated 13F filings for Q4 2020.