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Bankwell Financial Group
BWFG

50 hedge funds and large institutions have $84.5M invested in Bankwell Financial Group in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

9% more capital invested

Capital invested by funds: $77.2M → $84.5M (+$7.33M)

4% more funds holding

Funds holding: 48 → 50 (+2)

10.62% less ownership

Funds ownership: 50.01% → 39.39% (-11%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
18
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
+$1.01M
2
BlackRock
BlackRock
New York
+$770K
3
BCM
BHZ Capital Management
California
+$284K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$213K
5
BCM
Bridgeway Capital Management
Texas
+$198K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$4.01M
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$704K
3
Northern Trust
Northern Trust
Illinois
-$433K
4
Wells Fargo
Wells Fargo
California
-$359K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1
Endicott Management
New York
$17.1M – – –
BlackRock
2
BlackRock
New York
$12.2M +$770K +33,363 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.15M +$213K +9,234 +3%
BFC
4
Banc Funds Company
Illinois
$8.11M +$1.01M +43,600 +17%
Renaissance Technologies
5
Renaissance Technologies
New York
$5.78M +$20K +866 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.57M +$104K +4,509 +3%
SCM
7
Solas Capital Management
Connecticut
$3.44M – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.11M +$175K +7,591 +7%
SCP
9
Siena Capital Partners
Illinois
$2.97M – – –
State Street
10
State Street
Massachusetts
$2.69M -$167K -7,246 -7%
STA
11
Summit Trail Advisors
New York
$2.37M -$36.9K -1,600 -2%
Northern Trust
12
Northern Trust
Illinois
$2.27M -$433K -18,783 -18%
BCM
13
BHZ Capital Management
California
$1.9M +$284K +12,291 +21%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.21M -$5.77K -250 -0.6%
KCM
15
Kennedy Capital Management
Missouri
$1.02M -$4.01M -173,818 -82%
N
16
Nuveen
North Carolina
$598K +$190K +8,234 +59%
JP Morgan Chase
17
JP Morgan Chase
New York
$570K -$6.46K -280 -1%
Charles Schwab
18
Charles Schwab
California
$432K – – –
SWM
19
SeaCrest Wealth Management
New York
$382K +$8.07K +350 +3%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$364K – – –
SO
21
STRS Ohio
Ohio
$331K – – –
Morgan Stanley
22
Morgan Stanley
New York
$330K -$21.2K -918 -7%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$321K -$235K -10,174 -46%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$316K +$1.57K +68 +0.6%
Wells Fargo
25
Wells Fargo
California
$310K -$359K -15,544 -58%
1
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BWFG Hedge Fund Activity: Q1 2021 in Review

50 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2021, worth a combined $84.5M — up 9.5% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 2 closed out — a net gain of 3 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.01M. The largest seller was Kennedy Capital Management, cutting an estimated $4.01M.

  • 50 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2021, up from 48 in Q4 2020.
  • Funds reported $84.5M of Bankwell Financial Group stock for Q1 2021, up 9.5% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q1 2021 and 2 closed out, a net change of +3 holders.
  • The largest Bankwell Financial Group buyer in Q1 2021 was Banc Funds Company, an estimated $1.01M added.
  • The largest Bankwell Financial Group seller in Q1 2021 was Kennedy Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2021.