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Finward Bancorp

23 hedge funds and large institutions have $24.5M invested in Finward Bancorp in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

10% more funds holding

Funds holding: 2123 (+2)

1.87% more ownership

Funds ownership: 24.16%26.02% (+1.9%)

19% less capital invested

Capital invested by funds: $30.2M → $24.5M (-$5.69M)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
3
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$9.45M -$663 -26 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.21M -$10K -392 -0.3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$2.88M
PCA
4
PL Capital Advisors
Florida
$2.21M
ECA
5
Endeavour Capital Advisors
Connecticut
$2.19M
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.04M +$1.23M +48,354 New
CT
7
Caldwell Trust
Florida
$867K +$1M +39,392 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$667K +$90.5K +3,548 +14%
RA
9
Raffles Associates
New York
$613K
BlackRock
10
BlackRock
New York
$422K +$236K +9,250 +90%
State Street
11
State Street
Massachusetts
$326K
FBA
12
Front Barnett Associates
Illinois
$230K
Northern Trust
13
Northern Trust
Illinois
$206K -$17.7K -695 -7%
UBS Group
14
UBS Group
Switzerland
$94.3K -$3.04K -119 -3%
GFPC
15
Global Financial Private Client
Florida
$39.6K
Morgan Stanley
16
Morgan Stanley
New York
$26.8K -$14.4K -563 -31%
TRCT
17
Tower Research Capital (TRC)
New York
$24K +$28.3K +1,111 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$21.6K
HB
19
Horizon Bancorp
Indiana
$8K
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$4.56K +$5.1K +200 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2K -$69.3K -2,717 -97%
CAL
22
Capital Advisors Ltd
Ohio
$2K +$1.84K +72 New
Wells Fargo
23
Wells Fargo
California
$572 +$26 +1 +4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$272K -9,334 Closed
CCM
25
Cutler Capital Management
Massachusetts
-$218K -7,499 Closed

FNWD Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q2 2023, worth a combined $24.5M — down 19% from $30.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FNWD positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $1.23M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $272K sold.

  • 23 institutional investors held Finward Bancorp (FNWD) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $24.5M of Finward Bancorp stock for Q2 2023, down 19% quarter-over-quarter.
  • 5 funds opened new Finward Bancorp positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest Finward Bancorp buyer in Q2 2023 was PNC Financial Services Group, an estimated $1.23M added.
  • The largest Finward Bancorp seller in Q2 2023 was Susquehanna International Group, an estimated $272K sold.

Based on aggregated 13F filings for Q2 2023.