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Finward Bancorp

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.

New
Increased
Maintained
Reduced
Closed

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: 2523 (-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

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.04M -$12.6K -342 -0.2%
FL
2
Fourthstone LLC
Missouri
$5.69M +$2.35M +63,649 +61%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.04M -$188K -5,090 -3%
ECA
4
Endeavour Capital Advisors
Connecticut
$3.38M
PCA
5
PL Capital Advisors
Florida
$3.38M
CCM
6
Cutler Capital Management
Massachusetts
$2.96M
SCP
7
Siena Capital Partners
Illinois
$1.67M
RA
8
Raffles Associates
New York
$948K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$790K +$215K +5,829 +33%
BCM
10
BHZ Capital Management
California
$692K
FBA
11
Front Barnett Associates
Illinois
$363K
State Street
12
State Street
Massachusetts
$360K
BlackRock
13
BlackRock
New York
$298K -$4.21K -114 -1%
Northern Trust
14
Northern Trust
Illinois
$241K +$9.89K +268 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$210K
MI
16
M3F Inc
Utah
$206K -$1.48M -40,085 -87%
UBS Group
17
UBS Group
Switzerland
$173K +$15.7K +426 +9%
GFPC
18
Global Financial Private Client
Florida
$58.9K
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$34K
Morgan Stanley
20
Morgan Stanley
New York
$18K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$12K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2K +$1.7K +46 New
Wells Fargo
23
Wells Fargo
California
$1K
CW
24
Connectus Wealth
Ohio
-$350K -9,328 Closed
LPL Financial
25
LPL Financial
California
-$206K -5,500 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.