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Finward Bancorp

24 hedge funds and large institutions have $37.4M invested in Finward Bancorp in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

11% more capital invested

Capital invested by funds: $33.6M → $37.4M (+$3.79M)

4% more funds holding

Funds holding: 2324 (+1)

1.05% more ownership

Funds ownership: 22.95%23.99% (+1%)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$13.7M +$7.04M +212,184 +127%
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.37M -$1.94M -58,595 -28%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.36M +$1.92K +58 +0%
ECA
4
Endeavour Capital Advisors
Connecticut
$3.6M
PCA
5
PL Capital Advisors
Florida
$3.59M
RA
6
Raffles Associates
New York
$1.01M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$931K +$82.3K +2,480 +11%
CCM
8
Cutler Capital Management
Massachusetts
$836K -$2.12M -63,894 -73%
State Street
9
State Street
Massachusetts
$515K +$119K +3,600 +34%
FBA
10
Front Barnett Associates
Illinois
$386K
Northern Trust
11
Northern Trust
Illinois
$359K +$93.6K +2,823 +40%
BlackRock
12
BlackRock
New York
$324K +$6.63K +200 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$320K +$293K +8,846 New
Citadel Advisors
14
Citadel Advisors
Florida
$296K +$272K +8,189 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$223K -$663 -20 -0.3%
UBS Group
16
UBS Group
Switzerland
$183K -$796 -24 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$101K +$91.3K +2,754 +5,987%
Morgan Stanley
18
Morgan Stanley
New York
$72.9K +$48.9K +1,473 +273%
GFPC
19
Global Financial Private Client
Florida
$61.8K
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$36.2K
HB
21
Horizon Bancorp
Indiana
$21K +$18.8K +568 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$12K
Wells Fargo
23
Wells Fargo
California
$905 +$33 +1 +4%
Bank of America
24
Bank of America
North Carolina
$145 +$133 +4 New
SCP
25
Siena Capital Partners
Illinois
-$1.63M -49,198 Closed

FNWD Hedge Fund Activity: Q4 2022 in Review

24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q4 2022, worth a combined $37.4M — up 11% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FNWD positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $7.04M. The largest seller was Cutler Capital Management, cutting an estimated $2.12M.

  • 24 institutional investors held Finward Bancorp (FNWD) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $37.4M of Finward Bancorp stock for Q4 2022, up 11% quarter-over-quarter.
  • 4 funds opened new Finward Bancorp positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest Finward Bancorp buyer in Q4 2022 was Fourthstone LLC, an estimated $7.04M added.
  • The largest Finward Bancorp seller in Q4 2022 was Cutler Capital Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q4 2022.