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Bankwell Financial Group
BWFG

70 hedge funds and large institutions have $94.2M invested in Bankwell Financial Group in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $84.8M → $94.2M (+$9.45M)

2.47% more ownership

Funds ownership: 36.02% → 38.49% (+2.5%)

1% more funds holding

Funds holding: 69 → 70 (+1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
30
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.47M
2
PRCP
Pacific Ridge Capital Partners
Oregon
+$1.25M
3
Goldman Sachs
Goldman Sachs
New York
+$736K
4
NFC
Northeast Financial Consultants
Connecticut
+$679K
5
SWM
SeaCrest Wealth Management
New York
+$621K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.03M
2
Citadel Advisors
Citadel Advisors
Florida
-$247K
3
Two Sigma Investments
Two Sigma Investments
New York
-$237K
4
LSV Asset Management
LSV Asset Management
Illinois
-$228K
5
Renaissance Technologies
Renaissance Technologies
New York
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$13.4M -$217K -7,010 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5M +$44K +1,420 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9M +$228K +7,363 +3%
BFC
4
Banc Funds Company
Illinois
$7.77M -$1.03M -33,200 -12%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$5.44M +$1.25M +40,458 +30%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.68M -$225K -7,255 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.61M +$21.5K +693 +0.5%
LSV Asset Management
8
LSV Asset Management
Illinois
$3.6M -$228K -7,346 -6%
SCP
9
Siena Capital Partners
Illinois
$3.44M – – –
FL
10
Fourthstone LLC
Missouri
$3.29M +$2.47M +79,673 +307%
GAG
11
GM Advisory Group
New York
$2.81M +$17.1K +551 +0.6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.68M +$165K +5,315 +7%
State Street
13
State Street
Massachusetts
$2.43M +$4.65K +150 +0.2%
Northern Trust
14
Northern Trust
Illinois
$2.2M +$4.96K +160 +0.2%
BCM
15
Bridgeway Capital Management
Texas
$1.71M +$28.5K +918 +2%
Goldman Sachs
16
Goldman Sachs
New York
$1.6M +$736K +23,757 +86%
American Century Companies
17
American Century Companies
Missouri
$1.16M – – –
KCM
18
Kennedy Capital Management
Missouri
$1.13M +$426K +13,733 +61%
Morgan Stanley
19
Morgan Stanley
New York
$1.04M -$94.2K -3,040 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$943K +$245K +7,908 +35%
STA
21
Summit Trail Advisors
New York
$804K -$68.6K -2,212 -8%
JP Morgan Chase
22
JP Morgan Chase
New York
$735K +$370K +11,952 +103%
NFC
23
Northeast Financial Consultants
Connecticut
$682K +$679K +21,903 New
Barclays
24
Barclays
United Kingdom
$680K +$32.5K +1,048 +5%
EF
25
Empowered Funds
Pennsylvania
$640K +$28.5K +918 +5%
1
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BWFG Hedge Fund Activity: Q4 2024 in Review

70 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bankwell Financial Group (BWFG) for Q4 2024, worth a combined $94.2M — up 11% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BWFG positions and 4 closed out — a net gain of 1 holder — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.47M. The largest seller was Banc Funds Company, cutting an estimated $1.03M.

  • 70 institutional investors held Bankwell Financial Group (BWFG) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $94.2M of Bankwell Financial Group stock for Q4 2024, up 11% quarter-over-quarter.
  • 5 funds opened new Bankwell Financial Group positions in Q4 2024 and 4 closed out, a net change of +1 holder.
  • The largest Bankwell Financial Group buyer in Q4 2024 was Fourthstone LLC, an estimated $2.47M added.
  • The largest Bankwell Financial Group seller in Q4 2024 was Banc Funds Company, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2024.