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Bankwell Financial Group
BWFG

68 hedge funds and large institutions have $62.6M invested in Bankwell Financial Group in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 66 → 68 (+2)

0.41% more ownership

Funds ownership: 32.33% → 32.74% (+0.41%)

1% less capital invested

Capital invested by funds: $63.3M → $62.6M (-$664K)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.1M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.06M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$605K
4
Man Group
Man Group
United Kingdom
+$349K
5
BCM
Bridgeway Capital Management
Texas
+$342K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$719K
2
Renaissance Technologies
Renaissance Technologies
New York
-$614K
3
Citadel Advisors
Citadel Advisors
Florida
-$539K
4
BCM
BHZ Capital Management
California
-$515K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$9.32M +$1.1M +46,323 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.73M -$444K -18,743 -6%
BFC
3
Banc Funds Company
Illinois
$6.87M +$119K +5,000 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.41M +$162K +6,846 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.54M -$614K -25,884 -15%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.93M +$92.7K +3,908 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.86M +$113K +4,783 +4%
SCP
8
Siena Capital Partners
Illinois
$2.69M – – –
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$1.98M -$66.4K -2,799 -3%
State Street
10
State Street
Massachusetts
$1.76M +$131K +5,513 +8%
Northern Trust
11
Northern Trust
Illinois
$1.69M +$49.9K +2,106 +3%
BCM
12
Bridgeway Capital Management
Texas
$1.18M +$342K +14,439 +43%
STA
13
Summit Trail Advisors
New York
$1.14M -$20.8K -877 -2%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$1.09M +$1.06M +44,891 New
American Century Companies
15
American Century Companies
Missouri
$911K +$7.61K +321 +0.9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$907K +$13.7K +579 +2%
BCM
17
BHZ Capital Management
California
$746K -$515K -21,727 -42%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$657K +$605K +25,502 New
Morgan Stanley
19
Morgan Stanley
New York
$555K -$719K -30,300 -57%
Millennium Management
20
Millennium Management
New York
$504K -$328K -13,816 -40%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$471K -$59.3K -2,500 -11%
Two Sigma Investments
22
Two Sigma Investments
New York
$443K -$103K -4,342 -19%
First Trust Advisors
23
First Trust Advisors
Illinois
$431K -$82.2K -3,468 -16%
SWM
24
SeaCrest Wealth Management
New York
$411K -$3.56K -150 -0.9%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$410K -$3.13K -132 -0.8%
1
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BWFG Hedge Fund Activity: Q2 2023 in Review

68 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2023, worth a combined $62.6M — down 1% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BWFG positions and 4 closed out — a net gain of 2 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $719K.

  • 68 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $62.6M of Bankwell Financial Group stock for Q2 2023, down 1% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2023 was BlackRock, an estimated $1.1M added.
  • The largest Bankwell Financial Group seller in Q2 2023 was Morgan Stanley, an estimated $719K sold.

Based on aggregated 13F filings for Q2 2023.