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Finward Bancorp

21 hedge funds and large institutions have $30.2M invested in Finward Bancorp in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% more ownership

Funds ownership: 23.99%24.16% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

13% less funds holding

Funds holding: 2421 (-3)

19% less capital invested

Capital invested by funds: $37.4M → $30.2M (-$7.12M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$12.5M +$1.75M +50,088 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.34M +$31.5K +900 +0.6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.87M -$531K -15,166 -10%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.9M
PCA
5
PL Capital Advisors
Florida
$2.89M
RA
6
Raffles Associates
New York
$811K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$748K
State Street
8
State Street
Massachusetts
$415K
FBA
9
Front Barnett Associates
Illinois
$310K
BlackRock
10
BlackRock
New York
$300K +$47K +1,342 +15%
Northern Trust
11
Northern Trust
Illinois
$297K +$10K +287 +3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$272K +$17.1K +488 +6%
CCM
13
Cutler Capital Management
Massachusetts
$218K -$546K -15,607 -68%
UBS Group
14
UBS Group
Switzerland
$130K -$20.3K -579 -11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$81K
Morgan Stanley
16
Morgan Stanley
New York
$52.5K -$7.35K -210 -10%
GFPC
17
Global Financial Private Client
Florida
$50.6K
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$29.1K
HB
19
Horizon Bancorp
Indiana
$11K -$7K -200 -35%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$10K
Wells Fargo
21
Wells Fargo
California
$728
Citadel Advisors
22
Citadel Advisors
Florida
-$296K -8,189 Closed
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
-$223K -6,153 Closed
Bank of America
24
Bank of America
North Carolina
-$145 -4 Closed

FNWD Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q1 2023, worth a combined $30.2M — down 19% from $37.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FNWD and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Fourthstone LLC, adding an estimated $1.75M. The largest seller was Cutler Capital Management, cutting an estimated $546K.

  • 21 institutional investors held Finward Bancorp (FNWD) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $30.2M of Finward Bancorp stock for Q1 2023, down 19% quarter-over-quarter.
  • 0 funds opened new Finward Bancorp positions in Q1 2023 and 3 closed out, a net change of -3 holders.
  • The largest Finward Bancorp buyer in Q1 2023 was Fourthstone LLC, an estimated $1.75M added.
  • The largest Finward Bancorp seller in Q1 2023 was Cutler Capital Management, an estimated $546K sold.

Based on aggregated 13F filings for Q1 2023.