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Finward Bancorp
FNWD

25 hedge funds and large institutions have $29.6M invested in Finward Bancorp in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

19% more capital invested

Capital invested by funds: $24.9M → $29.6M (+$4.72M)

14% more funds holding

Funds holding: 22 → 25 (+3)

1.33% more ownership

Funds ownership: 26.2% → 27.53% (+1.3%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.26M
2
Renaissance Technologies
Renaissance Technologies
New York
+$252K
3
MFIM
Mesirow Financial Investment Management
Illinois
+$228K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$106K
5
Northern Trust
Northern Trust
Illinois
+$106K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$505K
2
GFPC
Global Financial Private Client
Florida
-$35.7K
3
FL
Fourthstone LLC
Missouri
-$20.2K
4
UBS Group
UBS Group
Switzerland
-$16.2K
5
BlackRock
BlackRock
New York
-$2.26K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$10.8M -$20.2K -945 -0.2%
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.07M +$1.26M +58,849 +41%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.9M +$106K +4,962 +3%
ECA
4
Endeavour Capital Advisors
Connecticut
$2.51M – – –
PCA
5
PL Capital Advisors
Florida
$2.5M – – –
CT
6
Caldwell Trust
Florida
$994K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$777K +$16.1K +754 +2%
RA
8
Raffles Associates
New York
$690K -$2.16K -101 -0.4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$581K -$505K -23,681 -51%
BlackRock
10
BlackRock
New York
$474K -$2.26K -106 -0.6%
Northern Trust
11
Northern Trust
Illinois
$364K +$106K +4,948 +52%
State Street
12
State Street
Massachusetts
$352K – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$298K +$252K +11,822 New
UBS Group
14
UBS Group
Switzerland
$104K -$16.2K -760 -16%
Morgan Stanley
15
Morgan Stanley
New York
$57.5K +$24.4K +1,141 +100%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$25.2K – – –
US Bancorp
17
US Bancorp
Minnesota
$25.2K +$21.3K +1,000 New
JP Morgan Chase
18
JP Morgan Chase
New York
$24.5K +$20.9K +980 New
TRCT
19
Tower Research Capital (TRC)
New York
$17.9K +$3.67K +172 +32%
HB
20
Horizon Bancorp
Indiana
$7K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4K +$2.24K +105 +284%
Wells Fargo
22
Wells Fargo
California
$707 +$21 +1 +4%
MFIM
23
Mesirow Financial Investment Management
Illinois
$269 +$228K +10,667 New
Bank of America
24
Bank of America
North Carolina
$50 +$43 +2 New
GFPC
25
Global Financial Private Client
Florida
– -$35.7K -1,707 Closed
1
2

FNWD Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q4 2023, worth a combined $29.6M — up 19% from $24.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FNWD positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.26M. The largest seller was PNC Financial Services Group, cutting an estimated $505K.

  • 25 institutional investors held Finward Bancorp (FNWD) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $29.6M of Finward Bancorp stock for Q4 2023, up 19% quarter-over-quarter.
  • 5 funds opened new Finward Bancorp positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Finward Bancorp buyer in Q4 2023 was AllianceBernstein, an estimated $1.26M added.
  • The largest Finward Bancorp seller in Q4 2023 was PNC Financial Services Group, an estimated $505K sold.

Based on aggregated 13F filings for Q4 2023.