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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$1.57M |
| 2 |
Morgan Stanley
New York
|
+$1.16M |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$502K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$391K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$657K |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$431K |
| 3 |
Man Group
London,
United Kingdom
|
-$382K |
| 4 |
BlackRock
New York
|
-$340K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$309K |
BWFG Hedge Fund Activity: Q3 2023 in Review
66 of the 6,310 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.