We are live on ! Find out more
FNWD icon

Finward Bancorp

26 hedge funds and large institutions have $31.4M invested in Finward Bancorp in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

6% more capital invested

Capital invested by funds: $29.6M → $31.4M (+$1.82M)

4% more funds holding

Funds holding: 2526 (+1)

2.17% more ownership

Funds ownership: 27.53%29.7% (+2.2%)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
PL Capital Advisors
Florida
$8.73M +$6.13M +255,595 +258%
AllianceBernstein
2
AllianceBernstein
Tennessee
$5.96M +$992K +41,391 +21%
FL
3
Fourthstone LLC
Missouri
$4.62M -$5.77M -240,626 -56%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.93M +$125K +5,206 +3%
ECA
5
Endeavour Capital Advisors
Connecticut
$2.45M
CT
6
Caldwell Trust
Florida
$995K +$24.9K +1,038 +3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$826K +$60K +2,502 +8%
RA
8
Raffles Associates
New York
$672K
BMCM
9
Black Maple Capital Management
Wisconsin
$612K +$596K +24,875 New
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$541K -$24K -1,000 -4%
BlackRock
11
BlackRock
New York
$456K -$6.04K -252 -1%
State Street
12
State Street
Massachusetts
$310K -$36K -1,500 -11%
Renaissance Technologies
13
Renaissance Technologies
New York
$298K +$6.66K +278 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$285K +$278K +11,577 New
MFIM
15
Mesirow Financial Investment Management
Illinois
$262K
Northern Trust
16
Northern Trust
Illinois
$261K -$91.4K -3,813 -26%
UBS Group
17
UBS Group
Switzerland
$104K +$2.28K +95 +2%
GFPC
18
Global Financial Private Client
Florida
$25.7K +$24.9K +1,039 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$24.6K
US Bancorp
20
US Bancorp
Minnesota
$24.6K
TRCT
21
Tower Research Capital (TRC)
New York
$15.1K -$2.28K -95 -13%
Morgan Stanley
22
Morgan Stanley
New York
$10.8K -$44.1K -1,840 -81%
HB
23
Horizon Bancorp
Indiana
$7K
Wells Fargo
24
Wells Fargo
California
$713 +$24 +1 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
-$24.5K -980 Closed

FNWD Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q1 2024, worth a combined $31.4M — up 6.1% from $29.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FNWD positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $6.13M. The largest seller was Fourthstone LLC, cutting an estimated $5.77M.

  • 26 institutional investors held Finward Bancorp (FNWD) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $31.4M of Finward Bancorp stock for Q1 2024, up 6.1% quarter-over-quarter.
  • 3 funds opened new Finward Bancorp positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest Finward Bancorp buyer in Q1 2024 was PL Capital Advisors, an estimated $6.13M added.
  • The largest Finward Bancorp seller in Q1 2024 was Fourthstone LLC, an estimated $5.77M sold.

Based on aggregated 13F filings for Q1 2024.