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Bankwell Financial Group
BWFG

66 hedge funds and large institutions have $63.3M invested in Bankwell Financial Group in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

1.73% less ownership

Funds ownership: 34.06% → 32.33% (-1.7%)

10% less capital invested

Capital invested by funds: $70.1M → $63.3M (-$6.78M)

11% less funds holding

Funds holding: 74 → 66 (-8)

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
66
Holders Change
-8
Holders Change %
-10.81%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
26
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$1.04M
2
Morgan Stanley
Morgan Stanley
New York
+$995K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$739K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$262K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$196K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$933K
2
Millennium Management
Millennium Management
New York
-$709K
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$611K
4
BCM
Bridgeway Capital Management
Texas
-$597K
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$8.36M -$196K -6,787 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.35M +$739K +25,593 +8%
BFC
3
Banc Funds Company
Illinois
$6.88M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.36M +$262K +9,065 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.25M -$933K -32,316 -16%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.9M +$1.04M +36,012 +45%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.8M +$196K +6,779 +6%
SCP
8
Siena Capital Partners
Illinois
$2.74M – – –
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$2.08M +$43.3K +1,500 +2%
Northern Trust
10
Northern Trust
Illinois
$1.67M -$20.7K -716 -1%
State Street
11
State Street
Massachusetts
$1.66M +$31.1K +1,077 +2%
Morgan Stanley
12
Morgan Stanley
New York
$1.32M +$995K +34,441 +185%
BCM
13
BHZ Capital Management
California
$1.3M +$129K +4,464 +9%
STA
14
Summit Trail Advisors
New York
$1.19M -$97.2K -3,364 -7%
American Century Companies
15
American Century Companies
Missouri
$920K +$40.6K +1,406 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$910K -$87.5K -3,029 -8%
Millennium Management
17
Millennium Management
New York
$857K -$709K -24,554 -42%
BCM
18
Bridgeway Capital Management
Texas
$844K -$597K -20,665 -38%
Two Sigma Investments
19
Two Sigma Investments
New York
$559K -$79.5K -2,752 -11%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$542K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$539K -$250K -8,649 -29%
First Trust Advisors
22
First Trust Advisors
Illinois
$526K -$31.2K -1,082 -5%
SWM
23
SeaCrest Wealth Management
New York
$423K +$43.3K +1,500 +10%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$421K +$6.27K +217 +1%
Charles Schwab
25
Charles Schwab
California
$386K +$6.58K +228 +1%
1
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BWFG Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q1 2023, worth a combined $63.3M — down 9.7% from $70.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BWFG and 3 opened new positions — a net loss of 8 holders — while 20 trimmed existing stakes and 26 added.

The largest buyer was LSV Asset Management, adding an estimated $1.04M. The largest seller was Renaissance Technologies, cutting an estimated $933K.

  • 66 institutional investors held Bankwell Financial Group (BWFG) as of Q1 2023, down from 74 in Q4 2022.
  • Funds reported $63.3M of Bankwell Financial Group stock for Q1 2023, down 9.7% quarter-over-quarter.
  • 3 funds opened new Bankwell Financial Group positions in Q1 2023 and 11 closed out, a net change of -8 holders.
  • The largest Bankwell Financial Group buyer in Q1 2023 was LSV Asset Management, an estimated $1.04M added.
  • The largest Bankwell Financial Group seller in Q1 2023 was Renaissance Technologies, an estimated $933K sold.

Based on aggregated 13F filings for Q1 2023.