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Bankwell Financial Group
BWFG

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

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% more capital invested

Capital invested by funds: $62.6M → $63.4M (+$809K)

0.47% more ownership

Funds ownership: 32.74% → 33.21% (+0.47%)

3% less funds holding

Funds holding: 68 → 66 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

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

Rank Fund Capital Flow
1
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.57M
2
Morgan Stanley
Morgan Stanley
New York
+$1.16M
3
FL
Fourthstone LLC
Missouri
+$502K
4
KCM
Kennedy Capital Management
Missouri
+$391K
5
LSV Asset Management
LSV Asset Management
Illinois
+$301K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$657K
2
First Trust Advisors
First Trust Advisors
Illinois
-$431K
3
Man Group
Man Group
United Kingdom
-$382K
4
BlackRock
BlackRock
New York
-$340K
5
TI
Trexquant Investment
Connecticut
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$8.96M -$340K -13,070 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.81M +$126K +4,852 +2%
BFC
3
Banc Funds Company
Illinois
$6.83M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.29M -$92.6K -3,565 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.6M +$83.2K +3,200 +2%
LSV Asset Management
6
LSV Asset Management
Illinois
$3.2M +$301K +11,592 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.93M +$89.5K +3,444 +3%
SCP
8
Siena Capital Partners
Illinois
$2.69M – – –
PRCP
9
Pacific Ridge Capital Partners
Oregon
$2.56M +$1.57M +60,433 +135%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$1.97M – – –
State Street
11
State Street
Massachusetts
$1.77M +$18.2K +700 +1%
Northern Trust
12
Northern Trust
Illinois
$1.64M -$39.8K -1,531 -2%
Morgan Stanley
13
Morgan Stanley
New York
$1.63M +$1.16M +44,572 +196%
BCM
14
Bridgeway Capital Management
Texas
$1.2M +$28.7K +1,106 +2%
STA
15
Summit Trail Advisors
New York
$1.13M -$7.8K -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 -$2.31K -89 -0.2%
BCM
18
BHZ Capital Management
California
$634K -$117K -4,501 -15%
FL
19
Fourthstone LLC
Missouri
$469K +$502K +19,324 New
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$428K +$22K +846 +5%
SWM
21
SeaCrest Wealth Management
New York
$410K – – –
Charles Schwab
22
Charles Schwab
California
$387K – – –
KCM
23
Kennedy Capital Management
Missouri
$365K +$391K +15,043 New
EF
24
Empowered Funds
Pennsylvania
$361K +$28.7K +1,106 +8%
Two Sigma Investments
25
Two Sigma Investments
New York
$346K -$101K -3,900 -21%
1
2 3

BWFG Hedge Fund Activity: Q3 2023 in Review

66 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2023, worth a combined $63.4M — up 1.3% from $62.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWFG and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 20 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.57M. The largest seller was Bank of Montreal, exiting entirely with an estimated $657K sold.

  • 66 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2023, down from 68 in Q2 2023.
  • Funds reported $63.4M of Bankwell Financial Group stock for Q3 2023, up 1.3% quarter-over-quarter.
  • 6 funds opened new Bankwell Financial Group positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Bankwell Financial Group buyer in Q3 2023 was Pacific Ridge Capital Partners, an estimated $1.57M added.
  • The largest Bankwell Financial Group seller in Q3 2023 was Bank of Montreal, an estimated $657K sold.

Based on aggregated 13F filings for Q3 2023.