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Bankwell Financial Group
BWFG

Overview Fund Activity

71 hedge funds and large institutions have $87.9M invested in Bankwell Financial Group in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.54M
2
GAG
2
GM Advisory Group
New York
$2.48M
3
BlackRock
3
BlackRock
New York
$12.4M
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$4.07M
5
KCM
5
Kennedy Capital Management
Missouri
$1M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
STA
2
Summit Trail Advisors
New York
$1.09M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$840K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$294K
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$220K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$12.4M 411,623 +42,246 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.88M 327,313 +5,345 +2%
BFC
3
Banc Funds Company
Illinois
$8.5M 281,623 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.11M 268,724 +9,546 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.82M 159,603 +11,300 +8%
Morgan Stanley
6
Morgan Stanley
New York
$4.54M 150,386 +83,035 +123%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$4.07M 134,940 +29,616 +28%
LSV Asset Management
8
LSV Asset Management
Illinois
$3.91M 129,446 -2,500 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.87M 128,282 +7,446 +6%
SCP
10
Siena Capital Partners
Illinois
$3.33M 110,338 – –
GAG
11
GM Advisory Group
New York
$2.48M 82,173 +82,173 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.45M 81,107 – –
State Street
13
State Street
Massachusetts
$2.21M 73,166 +135 +0.2%
Northern Trust
14
Northern Trust
Illinois
$2.05M 67,921 +204 +0.3%
BCM
15
Bridgeway Capital Management
Texas
$1.53M 50,824 +1,344 +3%
American Century Companies
16
American Century Companies
Missouri
$1.13M 37,375 – –
STA
17
Summit Trail Advisors
New York
$1.09M 36,218 -10,400 -22%
KCM
18
Kennedy Capital Management
Missouri
$1M 33,212 +18,169 +121%
BCM
19
BHZ Capital Management
California
$846K 28,036 +1,930 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$840K 27,824 -9,273 -25%
Goldman Sachs
21
Goldman Sachs
New York
$590K 19,545 +9,178 +89%
Barclays
22
Barclays
United Kingdom
$532K 17,620 +7,935 +82%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$517K 17,123 -526 -3%
SWM
24
SeaCrest Wealth Management
New York
$493K 16,876 – –
EF
25
Empowered Funds
Pennsylvania
$489K 16,219 +1,344 +9%
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