Finward Bancorp
FNWD
23 hedge funds and large institutions have $33.6M invested in Finward Bancorp in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0.17% more ownership
Funds ownership: 22.77% → 22.95% (+0.17%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
8% less funds holding
Funds holding: 25 → 23 (-2)
9% less capital invested
Capital invested by funds: $36.7M → $33.6M (-$3.15M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$2.35M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$215K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.7K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$9.89K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.48M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$350K |
| 3 |
LPL Financial
San Diego,
California
|
-$206K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$188K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$87K | -2,300 | Closed |
|
FNWD Hedge Fund Activity: Q3 2022 in Review
23 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q3 2022, worth a combined $33.6M — down 8.6% from $36.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FNWD and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was Fourthstone LLC, adding an estimated $2.35M. The largest seller was M3F Inc, cutting an estimated $1.48M.
- 23 institutional investors held Finward Bancorp (FNWD) as of Q3 2022, down from 25 in Q2 2022.
- Funds reported $33.6M of Finward Bancorp stock for Q3 2022, down 8.6% quarter-over-quarter.
- 1 fund opened new Finward Bancorp positions in Q3 2022 and 3 closed out, a net change of -2 holders.
- The largest Finward Bancorp buyer in Q3 2022 was Fourthstone LLC, an estimated $2.35M added.
- The largest Finward Bancorp seller in Q3 2022 was M3F Inc, an estimated $1.48M sold.
Based on aggregated 13F filings for Q3 2022.