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Finward Bancorp
FNWD

25 hedge funds and large institutions have $36.7M invested in Finward Bancorp in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

1.95% more ownership

Funds ownership: 20.82% → 22.77% (+2%)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

11% less capital invested

Capital invested by funds: $41.2M → $36.7M (-$4.47M)

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.31M
2
PCA
PL Capital Advisors
Florida
+$439K
3
CW
Connectus Wealth
Ohio
+$374K
4
BlackRock
BlackRock
New York
+$333K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$298K

Top Sellers

Rank Fund Capital Flow
1
EVC
Eidelman Virant Capital
Missouri
-$1.13M
2
MI
M3F Inc
Utah
-$710K
3
BFC
Banc Funds Company
Illinois
-$210K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$149K
5
UBS Group
UBS Group
Switzerland
-$39.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.77M +$22.2K +554 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.74M +$298K +7,432 +5%
FL
3
Fourthstone LLC
Missouri
$3.88M +$3.31M +82,531 +391%
ECA
4
Endeavour Capital Advisors
Connecticut
$3.73M – – –
PCA
5
PL Capital Advisors
Florida
$3.72M +$439K +10,937 +12%
CCM
6
Cutler Capital Management
Massachusetts
$3.26M – – –
SCP
7
Siena Capital Partners
Illinois
$1.84M – – –
MI
8
M3F Inc
Utah
$1.73M -$710K -17,698 -28%
RA
9
Raffles Associates
New York
$1.04M – – –
BCM
10
BHZ Capital Management
California
$763K -$16K -400 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$652K +$270K +6,732 +63%
FBA
12
Front Barnett Associates
Illinois
$400K – – –
State Street
13
State Street
Massachusetts
$397K +$221K +5,500 +110%
CW
14
Connectus Wealth
Ohio
$350K +$374K +9,328 New
BlackRock
15
BlackRock
New York
$333K +$333K +8,312 +1,476%
Northern Trust
16
Northern Trust
Illinois
$256K -$4.09K -102 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$231K -$802 -20 -0.3%
LPL Financial
18
LPL Financial
California
$206K +$221K +5,500 New
UBS Group
19
UBS Group
Switzerland
$174K -$39.7K -989 -18%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$87K +$92.2K +2,300 New
GFPC
21
Global Financial Private Client
Florida
$63.9K – – –
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$37K – – –
Morgan Stanley
23
Morgan Stanley
New York
$20K -$40 -1 -0.2%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.6K +339 New
Wells Fargo
25
Wells Fargo
California
$1K +$80 +2 +9%
1
2

FNWD Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q2 2022, worth a combined $36.7M — down 11% from $41.2M a quarter earlier.

Fund positioning in FNWD was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.31M. The largest seller was Eidelman Virant Capital, exiting entirely with an estimated $1.13M sold.

  • 25 institutional investors held Finward Bancorp (FNWD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $36.7M of Finward Bancorp stock for Q2 2022, down 11% quarter-over-quarter.
  • 4 funds opened new Finward Bancorp positions in Q2 2022 and 4 closed out, a net change of 0 holders.
  • The largest Finward Bancorp buyer in Q2 2022 was Fourthstone LLC, an estimated $3.31M added.
  • The largest Finward Bancorp seller in Q2 2022 was Eidelman Virant Capital, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2022.