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Bankwell Financial Group

55 hedge funds and large institutions have $82.1M invested in Bankwell Financial Group in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

10% more funds holding

Funds holding: 5055 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $82.9M → $82.1M (-$850K)

1.38% less ownership

Funds ownership: 32.22%30.84% (-1.4%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$11.7M -$9.84M -288,985 -45%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.87M -$140K -4,114 -1%
BFC
3
Banc Funds Company
Illinois
$9.49M +$681K +20,000 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.16M +$240K +7,058 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.88M -$579K -17,016 -8%
SCP
6
Siena Capital Partners
Illinois
$3.73M
Millennium Management
7
Millennium Management
New York
$3.61M +$764K +22,450 +27%
STA
8
Summit Trail Advisors
New York
$2.38M -$205K -6,034 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.29M -$39.4K -1,158 -2%
PPA
10
Parametric Portfolio Associates
Washington
$2.27M +$1.46M +42,793 +175%
BCM
11
Bridgeway Capital Management
Texas
$1.85M
LSV Asset Management
12
LSV Asset Management
Illinois
$1.58M +$939K +27,576 +144%
Two Sigma Investments
13
Two Sigma Investments
New York
$1.34M +$574K +16,868 +74%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.21M +$96K +2,822 +9%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$1.18M +$551K +16,200 +86%
BCM
16
BHZ Capital Management
California
$1.09M +$12.1K +355 +1%
Northern Trust
17
Northern Trust
Illinois
$1.03M -$28K -823 -3%
AWS
18
Atria Wealth Solutions
New York
$1.03M +$1.04M +30,489 New
SFI
19
Susquehanna Fundamental Investments
Pennsylvania
$947K
HIM
20
Hillsdale Investment Management
Ontario, Canada
$894K -$102K -3,000 -10%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$866K +$7.49K +220 +0.9%
BlackRock
22
BlackRock
New York
$865K -$32.4K -951 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$837K -$26.2K -770 -3%
State Street
24
State Street
Massachusetts
$747K +$117K +3,436 +18%
American Century Companies
25
American Century Companies
Missouri
$667K +$151K +4,443 +29%

BWFG Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2022, worth a combined $82.1M — down 1% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWFG positions and 4 closed out — a net gain of 5 holders — while 23 added to existing stakes and 12 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $1.46M. The largest seller was Endicott Management, cutting an estimated $9.84M.

  • 55 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $82.1M of Bankwell Financial Group stock for Q1 2022, down 1% quarter-over-quarter.
  • 9 funds opened new Bankwell Financial Group positions in Q1 2022 and 4 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q1 2022 was Parametric Portfolio Associates, an estimated $1.46M added.
  • The largest Bankwell Financial Group seller in Q1 2022 was Endicott Management, an estimated $9.84M sold.

Based on aggregated 13F filings for Q1 2022.