We are live on ! Find out more
BWFG icon

Bankwell Financial Group
BWFG

69 hedge funds and large institutions have $84.8M invested in Bankwell Financial Group in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 13

22% more capital invested

Capital invested by funds: $69.6M → $84.8M (+$15.2M)

5% more funds holding

Funds holding: 66 → 69 (+3)

1.3% more ownership

Funds ownership: 34.72% → 36.02% (+1.3%)

Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$709K
2
Renaissance Technologies
Renaissance Technologies
New York
+$380K
3
Morgan Stanley
Morgan Stanley
New York
+$304K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$304K
5
Goldman Sachs
Goldman Sachs
New York
+$263K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$441K
2
KCM
Kennedy Capital Management
Missouri
-$288K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$169K
4
LSV Asset Management
LSV Asset Management
Illinois
-$101K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$80.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$13.1M +$88.3K +3,228 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.1M +$128K +4,695 +1%
BFC
3
Banc Funds Company
Illinois
$8.46M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.43M +$44.9K +1,641 +0.6%
Renaissance Technologies
5
Renaissance Technologies
New York
$4.72M +$380K +13,900 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.41M +$149K +5,438 +4%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$4.02M +$304K +11,106 +9%
LSV Asset Management
8
LSV Asset Management
Illinois
$3.69M -$101K -3,700 -3%
SCP
9
Siena Capital Partners
Illinois
$3.3M – – –
GAG
10
GM Advisory Group
New York
$2.69M +$17.9K +653 +0.7%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.41M +$63.7K +2,331 +3%
State Street
12
State Street
Massachusetts
$2.34M +$13.7K +500 +0.6%
Northern Trust
13
Northern Trust
Illinois
$2.11M +$93K +3,400 +5%
BCM
14
Bridgeway Capital Management
Texas
$1.61M +$25.7K +938 +2%
American Century Companies
15
American Century Companies
Missouri
$1.12M – – –
Morgan Stanley
16
Morgan Stanley
New York
$1.09M +$304K +11,108 +44%
STA
17
Summit Trail Advisors
New York
$840K -$58.1K -2,123 -7%
Goldman Sachs
18
Goldman Sachs
New York
$831K +$263K +9,634 +53%
FL
19
Fourthstone LLC
Missouri
$776K +$709K +25,912 New
KCM
20
Kennedy Capital Management
Missouri
$676K -$288K -10,517 -32%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$670K -$169K -6,194 -22%
Barclays
22
Barclays
United Kingdom
$622K +$183K +6,710 +48%
Citadel Advisors
23
Citadel Advisors
Florida
$609K +$193K +7,060 +53%
EF
24
Empowered Funds
Pennsylvania
$588K +$25.7K +938 +5%
Charles Schwab
25
Charles Schwab
California
$528K – – –
1
2 3

BWFG Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q3 2024, worth a combined $84.8M — up 22% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BWFG positions and 4 closed out — a net gain of 4 holders — while 26 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $709K. The largest seller was Invesco, exiting entirely with an estimated $441K sold.

  • 69 institutional investors held Bankwell Financial Group (BWFG) as of Q3 2024, up from 66 in Q2 2024.
  • Funds reported $84.8M of Bankwell Financial Group stock for Q3 2024, up 22% quarter-over-quarter.
  • 8 funds opened new Bankwell Financial Group positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Bankwell Financial Group buyer in Q3 2024 was Fourthstone LLC, an estimated $709K added.
  • The largest Bankwell Financial Group seller in Q3 2024 was Invesco, an estimated $441K sold.

Based on aggregated 13F filings for Q3 2024.