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Finward Bancorp

22 hedge funds and large institutions have $24.9M invested in Finward Bancorp in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $24.5M → $24.9M (+$343K)

0.17% more ownership

Funds ownership: 26.02%26.2% (+0.17%)

4% less funds holding

Funds holding: 2322 (-1)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$9.5M -$842 -37 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.31M +$21.2K +933 +0.6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.14M +$204K +8,953 +7%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.2M
PCA
5
PL Capital Advisors
Florida
$2.2M
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.03M -$38.1K -1,673 -3%
CT
7
Caldwell Trust
Florida
$872K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$636K +$23.8K +1,046 +4%
RA
9
Raffles Associates
New York
$607K -$10.2K -450 -2%
BlackRock
10
BlackRock
New York
$418K -$15.4K -678 -3%
State Street
11
State Street
Massachusetts
$300K -$228 -10 -0.1%
FBA
12
Front Barnett Associates
Illinois
$236K
Northern Trust
13
Northern Trust
Illinois
$210K -$1K -44 -0.5%
UBS Group
14
UBS Group
Switzerland
$108K +$11.6K +510 +12%
GFPC
15
Global Financial Private Client
Florida
$35.7K
Morgan Stanley
16
Morgan Stanley
New York
$25.2K -$2.3K -101 -8%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$22.1K
TRCT
18
Tower Research Capital (TRC)
New York
$11.9K -$13.1K -575 -52%
HB
19
Horizon Bancorp
Indiana
$6K -$2.28K -100 -27%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1K -$1.05K -46 -55%
CAL
21
Capital Advisors Ltd
Ohio
$1K -$433 -19 -26%
Wells Fargo
22
Wells Fargo
California
$598 +$23 +1 +4%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
-$4.56K -200 Closed

FNWD Hedge Fund Activity: Q3 2023 in Review

22 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q3 2023, worth a combined $24.9M — up 1.4% from $24.5M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FNWD and 0 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 5 added.

The largest buyer was AllianceBernstein, adding an estimated $204K. The largest seller was PNC Financial Services Group, cutting an estimated $38.1K.

  • 22 institutional investors held Finward Bancorp (FNWD) as of Q3 2023, down from 23 in Q2 2023.
  • Funds reported $24.9M of Finward Bancorp stock for Q3 2023, up 1.4% quarter-over-quarter.
  • 0 funds opened new Finward Bancorp positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest Finward Bancorp buyer in Q3 2023 was AllianceBernstein, an estimated $204K added.
  • The largest Finward Bancorp seller in Q3 2023 was PNC Financial Services Group, an estimated $38.1K sold.

Based on aggregated 13F filings for Q3 2023.