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Bankwell Financial Group
BWFG

Overview Fund Activity

66 hedge funds and large institutions have $63.4M invested in Bankwell Financial Group in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PRCP
Pacific Ridge Capital Partners
Oregon
$2.56M
2
Morgan Stanley
Morgan Stanley
New York
$1.63M
3
FL
Fourthstone LLC
Missouri
$469K
4
KCM
Kennedy Capital Management
Missouri
$365K
5
LSV Asset Management
LSV Asset Management
Illinois
$3.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$0
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
Man Group
Man Group
United Kingdom
$299K
4
BlackRock
BlackRock
New York
$8.96M
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$8.96M -$317K -13,070 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.81M +$118K +4,852 +2%
BFC
3
Banc Funds Company
Illinois
$6.84M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.29M -$86.5K -3,565 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.6M +$77.7K +3,200 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$3.2M +$281K +11,592 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.93M +$83.6K +3,444 +3%
SCP
8
Siena Capital Partners
Illinois
$2.69M – – –
PRCP
9
Pacific Ridge Capital Partners
Oregon
$2.56M +$1.47M +60,433 +135%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$1.97M – – –
State Street
11
State Street
Massachusetts
$1.77M +$17K +700 +1%
Northern Trust
12
Northern Trust
Illinois
$1.64M -$37.2K -1,531 -2%
Morgan Stanley
13
Morgan Stanley
New York
$1.63M +$1.08M +44,572 +196%
BCM
14
Bridgeway Capital Management
Texas
$1.2M +$26.8K +1,106 +2%
STA
15
Summit Trail Advisors
New York
$1.13M -$7.28K -300 -0.6%
American Century Companies
16
American Century Companies
Missouri
$907K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$900K -$2.16K -89 -0.2%
BCM
18
BHZ Capital Management
California
$634K -$109K -4,501 -15%
FL
19
Fourthstone LLC
Missouri
$469K +$469K +19,324 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$428K +$20.5K +846 +5%
SWM
21
SeaCrest Wealth Management
New York
$410K – – –
Charles Schwab
22
Charles Schwab
California
$387K – – –
KCM
23
Kennedy Capital Management
Missouri
$365K +$365K +15,043 New
EF
24
Empowered Funds
Pennsylvania
$361K +$26.8K +1,106 +8%
Two Sigma Investments
25
Two Sigma Investments
New York
$346K -$94.7K -3,900 -21%
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