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Finward Bancorp

32 hedge funds and large institutions have $44.2M invested in Finward Bancorp in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 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

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

34% more capital invested

Capital invested by funds: $32.9M → $44.2M (+$11.3M)

14% more funds holding

Funds holding: 2832 (+4)

0.9% more ownership

Funds ownership: 31.17%32.07% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
PL Capital Advisors
Florida
$11.3M
AllianceBernstein
2
AllianceBernstein
Tennessee
$9.97M +$765K +27,500 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.38M
FL
4
Fourthstone LLC
Missouri
$4.4M -$1.15M -41,479 -23%
ECA
5
Endeavour Capital Advisors
Connecticut
$3.18M
BMCM
6
Black Maple Capital Management
Wisconsin
$1.43M +$493K +17,705 +66%
CT
7
Caldwell Trust
Florida
$1.29M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.24M +$78.6K +2,825 +8%
BlackRock
9
BlackRock
New York
$901K +$235K +8,443 +43%
RA
10
Raffles Associates
New York
$874K
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$656K -$13.9K -500 -2%
Renaissance Technologies
12
Renaissance Technologies
New York
$572K +$170K +6,100 +52%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$520K +$79.2K +2,846 +21%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$439K +$110K +3,959 +41%
State Street
15
State Street
Massachusetts
$412K
Northern Trust
16
Northern Trust
Illinois
$349K -$6.23K -224 -2%
MFIM
17
Mesirow Financial Investment Management
Illinois
$341K
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$279K +$243K +8,725 New
PAG
19
Private Advisor Group
New Jersey
$268K
UBS Group
20
UBS Group
Switzerland
$165K -$1.7K -61 -1%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$55K +$48.7K +1,750 New
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$32K
US Bancorp
23
US Bancorp
Minnesota
$32K
Osaic Holdings
24
Osaic Holdings
Arizona
$20.1K +$17.5K +628 New
Morgan Stanley
25
Morgan Stanley
New York
$14.1K +$6.09K +219 +100%

FNWD Hedge Fund Activity: Q3 2024 in Review

32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Finward Bancorp (FNWD) for Q3 2024, worth a combined $44.2M — up 34% from $32.9M 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 5 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $765K. The largest seller was Fourthstone LLC, cutting an estimated $1.15M.

  • 32 institutional investors held Finward Bancorp (FNWD) as of Q3 2024, up from 28 in Q2 2024.
  • Funds reported $44.2M of Finward Bancorp stock for Q3 2024, up 34% quarter-over-quarter.
  • 5 funds opened new Finward Bancorp positions in Q3 2024 and 1 closed out, a net change of +4 holders.
  • The largest Finward Bancorp buyer in Q3 2024 was AllianceBernstein, an estimated $765K added.
  • The largest Finward Bancorp seller in Q3 2024 was Fourthstone LLC, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2024.