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Bankwell Financial Group
BWFG

Overview Fund Activity

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.

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.96%
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
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$11M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$3.6M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$205K
4
GAG
4
GM Advisory Group
New York
$2.26M
5
Goldman Sachs
5
Goldman Sachs
New York
$459K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$3.64M
2
CPSC
2
Carl P. Sherr & Co
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$112K
4
PRCP
4
Pacific Ridge Capital Partners
Oregon
$3.12M
5
UBS Group
5
UBS Group
Switzerland
$125K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11M 433,109 +27,025 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.43M 332,393 +3,147 +1%
BFC
3
Banc Funds Company
Illinois
$7.17M 282,623 – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.1M 279,867 +755 +0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.64M 143,603 -12,300 -8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.6M 141,904 +11,681 +9%
LSV Asset Management
7
LSV Asset Management
Illinois
$3.22M 126,746 -1,700 -1%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$3.12M 123,020 -5,246 -4%
SCP
9
Siena Capital Partners
Illinois
$2.8M 110,338 – –
GAG
10
GM Advisory Group
New York
$2.26M 89,154 +6,341 +8%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.99M 78,329 -2,778 -3%
State Street
12
State Street
Massachusetts
$1.97M 77,517 +1,351 +2%
Northern Trust
13
Northern Trust
Illinois
$1.7M 67,090 -1,878 -3%
BCM
14
Bridgeway Capital Management
Texas
$1.34M 52,909 +1,260 +2%
American Century Companies
15
American Century Companies
Missouri
$948K 37,375 – –
KCM
16
Kennedy Capital Management
Missouri
$840K 33,096 -116 -0.3%
STA
17
Summit Trail Advisors
New York
$765K 30,158 -2,708 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$724K 28,548 +1,676 +6%
Morgan Stanley
19
Morgan Stanley
New York
$641K 25,273 -882 -3%
EF
20
Empowered Funds
Pennsylvania
$475K 18,704 +1,260 +7%
Goldman Sachs
21
Goldman Sachs
New York
$459K 18,108 +4,351 +32%
Charles Schwab
22
Charles Schwab
California
$447K 17,636 +1,680 +11%
Invesco
23
Invesco
Georgia
$441K 17,365 -1,740 -9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$419K 16,522 -190 -1%
Barclays
25
Barclays
United Kingdom
$357K 14,071 -1,015 -7%
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