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Bankwell Financial Group

68 hedge funds and large institutions have $81.3M invested in Bankwell Financial Group in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

24% more funds holding

Funds holding: 5568 (+13)

2.89% more ownership

Funds ownership: 30.84%33.73% (+2.9%)

1% less capital invested

Capital invested by funds: $82.1M → $81.3M (-$832K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+13
Holders Change %
+23.64%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
22
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.88M -$189K -5,612 -2%
BlackRock
2
BlackRock
New York
$8.59M +$8.44M +250,898 +981%
BFC
3
Banc Funds Company
Illinois
$8.5M -$236K -7,000 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.22M +$710K +21,114 +10%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.62M +$334K +9,930 +5%
Millennium Management
6
Millennium Management
New York
$3.81M +$538K +15,997 +15%
SCP
7
Siena Capital Partners
Illinois
$3.43M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.21M +$1.2M +35,560 +53%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$2.36M +$1.36M +40,384 +113%
Morgan Stanley
10
Morgan Stanley
New York
$2.13M +$1.92M +56,927 +489%
Northern Trust
11
Northern Trust
Illinois
$2.12M +$1.27M +37,663 +123%
State Street
12
State Street
Massachusetts
$1.96M +$1.38M +40,878 +185%
Two Sigma Investments
13
Two Sigma Investments
New York
$1.95M +$784K +23,310 +59%
STA
14
Summit Trail Advisors
New York
$1.88M -$334K -9,920 -14%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$1.87M +$844K +25,100 +72%
BCM
16
Bridgeway Capital Management
Texas
$1.7M
LSV Asset Management
17
LSV Asset Management
Illinois
$1.39M -$70.7K -2,100 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.22M +$489K +14,535 +59%
BCM
19
BHZ Capital Management
California
$948K -$57.5K -1,708 -5%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$820K
American Century Companies
21
American Century Companies
Missouri
$791K +$194K +5,755 +29%
Marshall Wace
22
Marshall Wace
United Kingdom
$791K +$208K +6,184 +32%
QC
23
Quadrature Capital
United Kingdom
$790K +$856K +25,434 New
Citadel Advisors
24
Citadel Advisors
Florida
$743K +$597K +17,750 +287%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$615K +$22.7K +675 +4%

BWFG Hedge Fund Activity: Q2 2022 in Review

68 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2022, worth a combined $81.3M — down 1% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BWFG positions and 6 closed out — a net gain of 15 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $8.44M. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $1.03M sold.

  • 68 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2022, up from 55 in Q1 2022.
  • Funds reported $81.3M of Bankwell Financial Group stock for Q2 2022, down 1% quarter-over-quarter.
  • 21 funds opened new Bankwell Financial Group positions in Q2 2022 and 6 closed out, a net change of +15 holders.
  • The largest Bankwell Financial Group buyer in Q2 2022 was BlackRock, an estimated $8.44M added.
  • The largest Bankwell Financial Group seller in Q2 2022 was Atria Wealth Solutions, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2022.