Bankwell Financial Group
BWFG
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
87% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 15
39% more capital invested
Capital invested by funds: $63.4M → $87.9M (+$24.5M)
8% more funds holding
Funds holding: 66 → 71 (+5)
3.96% more ownership
Funds ownership: 33.21% → 37.17% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.2M |
| 2 |
GAG
GM Advisory Group
Melville,
New York
|
+$2.18M |
| 3 |
BlackRock
New York
|
+$1.12M |
| 4 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$784K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$469K |
| 2 |
STA
Summit Trail Advisors
New York
|
-$275K |
| 3 |
Bank of New York Mellon
New York
|
-$245K |
| 4 |
Two Sigma Investments
New York
|
-$120K |
| 5 |
Two Sigma Advisers
New York
|
-$116K |
BWFG Hedge Fund Activity: Q4 2023 in Review
71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2023, worth a combined $87.9M — up 39% from $63.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BWFG positions and 3 closed out — a net gain of 5 holders — while 28 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.2M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $469K sold.
- 71 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $87.9M of Bankwell Financial Group stock for Q4 2023, up 39% quarter-over-quarter.
- 8 funds opened new Bankwell Financial Group positions in Q4 2023 and 3 closed out, a net change of +5 holders.
- The largest Bankwell Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $2.2M added.
- The largest Bankwell Financial Group seller in Q4 2023 was Fourthstone LLC, an estimated $469K sold.
Based on aggregated 13F filings for Q4 2023.