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Bankwell Financial Group
BWFG

74 hedge funds and large institutions have $70.1M invested in Bankwell Financial Group in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 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

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

6% more funds holding

Funds holding: 70 → 74 (+4)

0.8% more ownership

Funds ownership: 33.26% → 34.06% (+0.8%)

7% less capital invested

Capital invested by funds: $75.2M → $70.1M (-$5.09M)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
32
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.65M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$740K
3
LSV Asset Management
LSV Asset Management
Illinois
+$683K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$588K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$461K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.49M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$551K
3
Marshall Wace
Marshall Wace
United Kingdom
-$435K
4
Millennium Management
Millennium Management
New York
-$318K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$10.1M +$1.65M +55,410 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.13M +$740K +24,841 +9%
BFC
3
Banc Funds Company
Illinois
$8.14M +$89.3K +3,000 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.98M +$417K +14,000 +7%
SCP
5
Siena Capital Partners
Illinois
$3.25M – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.11M +$67.7K +2,273 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$2.42M +$461K +15,493 +23%
LSV Asset Management
8
LSV Asset Management
Illinois
$2.37M +$683K +22,920 +40%
Northern Trust
9
Northern Trust
Illinois
$2M +$834 +28 +0%
State Street
10
State Street
Massachusetts
$1.93M +$9.65K +324 +0.5%
Millennium Management
11
Millennium Management
New York
$1.74M -$318K -10,669 -15%
BCM
12
Bridgeway Capital Management
Texas
$1.61M – – –
STA
13
Summit Trail Advisors
New York
$1.51M -$18.9K -636 -1%
BCM
14
BHZ Capital Management
California
$1.41M +$194K +6,501 +16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.17M -$129K -4,321 -10%
American Century Companies
16
American Century Companies
Missouri
$1.05M +$197K +6,599 +23%
Citadel Advisors
17
Citadel Advisors
Florida
$893K +$105K +3,514 +13%
Two Sigma Investments
18
Two Sigma Investments
New York
$743K -$231K -7,773 -24%
First Trust Advisors
19
First Trust Advisors
Illinois
$654K +$63.1K +2,120 +11%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$642K -$223K -7,500 -26%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$611K +$588K +19,744 New
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$556K -$147K -4,928 -21%
Morgan Stanley
23
Morgan Stanley
New York
$549K -$2.49M -83,602 -82%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$492K +$4.62K +155 +0.9%
Goldman Sachs
25
Goldman Sachs
New York
$481K +$252K +8,456 +107%
1
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BWFG Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2022, worth a combined $70.1M — down 6.8% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BWFG positions and 4 closed out — a net gain of 5 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.

  • 74 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $70.1M of Bankwell Financial Group stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 9 funds opened new Bankwell Financial Group positions in Q4 2022 and 4 closed out, a net change of +5 holders.
  • The largest Bankwell Financial Group buyer in Q4 2022 was BlackRock, an estimated $1.65M added.
  • The largest Bankwell Financial Group seller in Q4 2022 was Morgan Stanley, an estimated $2.49M sold.

Based on aggregated 13F filings for Q4 2022.