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Bankwell Financial Group

66 hedge funds and large institutions have $69.6M invested in Bankwell Financial Group in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 6466 (+2)

0.48% more ownership

Funds ownership: 34.23%34.72% (+0.48%)

1% less capital invested

Capital invested by funds: $70.5M → $69.6M (-$926K)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11M +$657K +27,025 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.43M +$76.5K +3,147 +1%
BFC
3
Banc Funds Company
Illinois
$7.17M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.1M +$18.4K +755 +0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.64M -$299K -12,300 -8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.6M +$284K +11,681 +9%
LSV Asset Management
7
LSV Asset Management
Illinois
$3.22M -$41.3K -1,700 -1%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$3.12M -$128K -5,246 -4%
SCP
9
Siena Capital Partners
Illinois
$2.8M
GAG
10
GM Advisory Group
New York
$2.26M +$154K +6,341 +8%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.99M -$67.5K -2,778 -3%
State Street
12
State Street
Massachusetts
$1.97M +$32.9K +1,351 +2%
Northern Trust
13
Northern Trust
Illinois
$1.7M -$45.7K -1,878 -3%
BCM
14
Bridgeway Capital Management
Texas
$1.34M +$30.6K +1,260 +2%
American Century Companies
15
American Century Companies
Missouri
$948K
KCM
16
Kennedy Capital Management
Missouri
$840K -$2.82K -116 -0.3%
STA
17
Summit Trail Advisors
New York
$765K -$65.8K -2,708 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$724K +$40.8K +1,676 +6%
Morgan Stanley
19
Morgan Stanley
New York
$641K -$21.4K -882 -3%
EF
20
Empowered Funds
Pennsylvania
$475K +$30.6K +1,260 +7%
Goldman Sachs
21
Goldman Sachs
New York
$459K +$106K +4,351 +32%
Charles Schwab
22
Charles Schwab
California
$447K +$40.9K +1,680 +11%
Invesco
23
Invesco
Georgia
$441K -$42.3K -1,740 -9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$419K -$4.62K -190 -1%
Barclays
25
Barclays
United Kingdom
$357K -$24.7K -1,015 -7%

BWFG Hedge Fund Activity: Q2 2024 in Review

66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q2 2024, worth a combined $69.6M — down 1.3% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 6 closed out — a net gain of 2 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $657K. The largest seller was Renaissance Technologies, cutting an estimated $299K.

  • 66 institutional investors held Bankwell Financial Group (BWFG) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $69.6M of Bankwell Financial Group stock for Q2 2024, down 1.3% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q2 2024 and 6 closed out, a net change of +2 holders.
  • The largest Bankwell Financial Group buyer in Q2 2024 was BlackRock, an estimated $657K added.
  • The largest Bankwell Financial Group seller in Q2 2024 was Renaissance Technologies, an estimated $299K sold.

Based on aggregated 13F filings for Q2 2024.