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Finward Bancorp

25 hedge funds and large institutions have $29.6M invested in Finward Bancorp in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

19% more capital invested

Capital invested by funds: $24.9M → $29.6M (+$4.72M)

14% more funds holding

Funds holding: 2225 (+3)

1.33% more ownership

Funds ownership: 26.2%27.53% (+1.3%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Advisors Ltd
Ohio
-$747 -35 -66%

FNWD Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q4 2023, worth a combined $29.6M — up 19% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FNWD positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.26M. The largest seller was PNC Financial Services Group, cutting an estimated $505K.

  • 25 institutional investors held Finward Bancorp (FNWD) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $29.6M of Finward Bancorp stock for Q4 2023, up 19% quarter-over-quarter.
  • 5 funds opened new Finward Bancorp positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Finward Bancorp buyer in Q4 2023 was AllianceBernstein, an estimated $1.26M added.
  • The largest Finward Bancorp seller in Q4 2023 was PNC Financial Services Group, an estimated $505K sold.

Based on aggregated 13F filings for Q4 2023.