BWFG Institutional Ownership
Bankwell Financial Group, Inc.
1W: +0.3%
1M: +1.2%
3M: +14.1%
YTD: +48.5%
1Y: +53.9%
3Y: +190.8%
5Y: +156.7%
$66.65
+1.03 (+1.57%)
Weekly Expected Move ±2.6%
$63
$65
$67
$68
$70
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Institutional Ownership — BWFG
136
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$219M
Total Invested
20
New Positions
52
Increased
41
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (143 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 493,180 | $$33M | +12,875 | +2.7% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 329,747 | $$22M | +10,506 | +3.3% | 37Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 277,398 | $$18M | -5,514 | -1.9% | 2Q | SEC ↗ |
| 4 | ACADIAN ASSET MANAGEMENT LLC | 232,761 | $$16M | +68,083 | +41.3% | 31Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 167,476 | $$11M | +11,260 | +7.2% | 48Q | SEC ↗ |
| 6 | Pacific Ridge Capital Partners, LLC | 166,709 | $$11M | -1,291 | -0.8% | 13Q | SEC ↗ |
| 7 | AMERICAN CENTURY COMPANIES INC | 158,198 | $$11M | +52,207 | +49.3% | 15Q | SEC ↗ |
| 8 | STATE STREET CORP | 146,182 | $$10M | +15,356 | +11.7% | 41Q | SEC ↗ |
| 9 | TWO SIGMA INVESTMENTS, LP | 118,419 | $$8M | +33,349 | +39.2% | 4Q | SEC ↗ |
| 10 | Siena Capital Partners GP, LLC | 116,138 | $$8M | — | +0.0% | 39Q | SEC ↗ |
| 11 | Hillsdale Investment Management Inc. | 111,000 | $$7M | +5,100 | +4.8% | 4Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 108,960 | $$7M | +57,990 | +113.8% | 5Q | SEC ↗ |
| 13 | GM Advisory Group, LLC | 106,498 | $$7M | +439 | +0.4% | 10Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 94,520 | $$6M | +28,203 | +42.5% | 41Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 93,748 | $$6M | -13,800 | -12.8% | 43Q | SEC ↗ |
| 16 | BANC FUNDS CO LLC | 90,423 | $$6M | -6,000 | -6.2% | 49Q | SEC ↗ |
| 17 | Wealthspire Advisors, LLC NEW | 87,538 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Nuveen, LLC | 80,322 | $$5M | +12,930 | +19.2% | 6Q | SEC ↗ |
| 19 | Qube Research & Technologies Ltd | 74,260 | $$5M | +21,599 | +41.0% | 3Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 73,456 | $$5M | -17,304 | -19.1% | 15Q | SEC ↗ |
| 21 | LSV ASSET MANAGEMENT | 69,593 | $$5M | -107 | -0.2% | 19Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 67,349 | $$4M | -2,488 | -3.6% | 6Q | SEC ↗ |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 53,793 | $$4M | -1,151 | -2.1% | 22Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 46,465 | $$3M | +1,142 | +2.5% | 2Q | SEC ↗ |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 40,981 | $$3M | +2,151 | +5.5% | 2Q | SEC ↗ |
| 26 | Empowered Funds, LLC | 32,191 | $$2M | +2,249 | +7.5% | 13Q | SEC ↗ |
| 27 | ALGERT GLOBAL LLC | 31,421 | $$2M | +3,681 | +13.3% | 4Q | SEC ↗ |
| 28 | MORGAN STANLEY | 30,321 | $$2M | -2,785 | -8.4% | 47Q | SEC ↗ |
| 29 | Trexquant Investment LP | 28,856 | $$2M | -1,315 | -4.4% | 6Q | SEC ↗ |
| 30 | ALLIANCEBERNSTEIN L.P. | 28,681 | $$2M | +1,420 | +5.2% | 2Q | SEC ↗ |
| 31 | Informed Momentum Co LLC | 26,981 | $$2M | -1,111 | -4.0% | 4Q | SEC ↗ |
| 32 | Innovative Asset Advisors Group, LLC NEW | 26,901 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | JPMORGAN CHASE & CO | 24,967 | $$2M | +1,555 | +6.6% | 35Q | SEC ↗ |
| 34 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 24,902 | $$2M | — | +0.0% | 8Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 23,446 | $$2M | +1,135 | +5.1% | 41Q | SEC ↗ |
| 36 | SEI INVESTMENTS CO | 23,124 | $$2M | -18,218 | -44.1% | 3Q | SEC ↗ |
| 37 | Corient Private Wealth LP | 22,223 | $$1M | +320 | +1.5% | 4Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 21,835 | $$1M | +7,237 | +49.6% | 15Q | SEC ↗ |
| 39 | Summit Trail Advisors, LLC | 21,323 | $$1M | — | +0.0% | 27Q | SEC ↗ |
| 40 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 19,818 | $$1M | +118 | +0.6% | 15Q | SEC ↗ |
| 41 | Sixth Street Partners Management Compa NEW | 19,818 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | KENNEDY CAPITAL MANAGEMENT LLC | 18,894 | $$1M | -6,109 | -24.4% | 12Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 17,598 | $$1M | +506 | +3.0% | 20Q | SEC ↗ |
| 44 | CITADEL ADVISORS LLC | 16,052 | $$1M | +7,408 | +85.7% | 12Q | SEC ↗ |
| 45 | Integrated Quantitative Investments LL | 15,237 | $$1M | +1,167 | +8.3% | 3Q | SEC ↗ |
| 46 | BARCLAYS PLC | 14,940 | $$996K | -2,940 | -16.4% | 17Q | SEC ↗ |
| 47 | STATE OF WISCONSIN INVESTMENT BOARD | 14,102 | $$940K | -3,544 | -20.1% | 4Q | SEC ↗ |
| 48 | MANGROVE PARTNERS IM, LLC | 10,358 | $$690K | +884 | +9.3% | 2Q | SEC ↗ |
| 49 | Thrivent Financial for Lutherans | 9,605 | $$640K | +3,728 | +63.4% | 3Q | SEC ↗ |
| 50 | Sierra Capital LLC | 9,402 | $$627K | +37 | +0.4% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 87,538 | $$6M |
| Innovative Asset Advisors Group, LL | 26,901 | $$2M |
| Sixth Street Partners Management Co | 19,818 | $$1M |
| XTX Topco Ltd | 7,690 | $$513K |
| Mariner, LLC | 6,576 | $$438K |
| IEQ CAPITAL, LLC | 5,174 | $$345K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,025 | $$335K |
| Creative Planning | 4,519 | $$301K |
| Janney Montgomery Scott LLC | 4,500 | $$300K |
| PDT Partners, LLC | 4,000 | $$267K |
| GSA CAPITAL PARTNERS LLP | 3,993 | $$266K |
| BEESE FULMER INVESTMENT MANAGEMENT, | 3,696 | $$246K |
| Engineers Gate Manager LP | 3,590 | $$239K |
| SG Americas Securities, LLC | 3,578 | $$238K |
| Mirae Asset Global Investments Co., | 762 | $$51K |
| Integrated Wealth Concepts LLC | 371 | $$25K |
| Clearstead Advisors, LLC | 15 | $$1K |
| Covestor Ltd | 9 | $$1K |
| JONES FINANCIAL COMPANIES LLLP | 9 | $$1K |
| Wealth Enhancement Trust Services, | 8 | $$1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 31,789 | $$2M |
| MILLENNIUM MANAGEMENT LLC | 19,690 | $$1M |
| Quadrature Capital Ltd | 11,613 | $$774K |
| MARSHALL WACE, LLP | 11,036 | $$736K |
| Jump Financial, LLC | 6,978 | $$465K |
| Squarepoint Ops LLC | 5,636 | $$376K |
| FRANKLIN RESOURCES INC | 4,545 | $$303K |
| AMALGAMATED BANK | 222 | $$15K |
| QUADRANT CAPITAL GROUP LLC | 126 | $$8K |
| Kemnay Advisory Services Inc. | 119 | $$8K |
| Quarry LP | 98 | $$7K |
| MAI Capital Management | 80 | $$5K |
| Root Financial Partners, LLC | 26 | $$2K |
| Wealth Preservation Advisors, LLC | 2 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | +68,083 | +41.3% | 232,761 |
| AQR CAPITAL MANAGEMENT LLC | +57,990 | +113.8% | 108,960 |
| AMERICAN CENTURY COMPANIES INC | +52,207 | +49.3% | 158,198 |
| TWO SIGMA INVESTMENTS, LP | +33,349 | +39.2% | 118,419 |
| NORTHERN TRUST CORP | +28,203 | +42.5% | 94,520 |
| Qube Research & Technologies Ltd | +21,599 | +41.0% | 74,260 |
| STATE STREET CORP | +15,356 | +11.7% | 146,182 |
| Nuveen, LLC | +12,930 | +19.2% | 80,322 |
| BlackRock, Inc. | +12,875 | +2.7% | 493,180 |
| GEODE CAPITAL MANAGEMENT, LLC | +11,260 | +7.2% | 167,476 |
| DIMENSIONAL FUND ADVISORS LP | +10,506 | +3.3% | 329,747 |
| Russell Investments Group, Ltd. | +8,629 | +1182.1% | 9,359 |
| CITADEL ADVISORS LLC | +7,408 | +85.7% | 16,052 |
| BANK OF AMERICA CORP /DE | +7,237 | +49.6% | 21,835 |
| Hillsdale Investment Management Inc | +5,100 | +4.8% | 111,000 |
| Thrivent Financial for Lutherans | +3,728 | +63.4% | 9,605 |
| ALGERT GLOBAL LLC | +3,681 | +13.3% | 31,421 |
| OCCUDO QUANTITATIVE STRATEGIES LP | +3,447 | +78.4% | 7,843 |
| FMR LLC | +3,337 | +78.3% | 7,597 |
| CITIGROUP INC | +2,757 | +604.6% | 3,213 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SEI INVESTMENTS CO | -18,218 | -44.1% | 23,124 |
| GOLDMAN SACHS GROUP INC | -17,304 | -19.1% | 73,456 |
| HSBC HOLDINGS PLC | -15,297 | -77.0% | 4,573 |
| RENAISSANCE TECHNOLOGIES LLC | -13,800 | -12.8% | 93,748 |
| Tidal Investments LLC | -7,973 | -69.2% | 3,545 |
| PRUDENTIAL FINANCIAL INC | -7,370 | -55.9% | 5,820 |
| KENNEDY CAPITAL MANAGEMENT LLC | -6,109 | -24.4% | 18,894 |
| BANC FUNDS CO LLC | -6,000 | -6.2% | 90,423 |
| MARTINGALE ASSET MANAGEMENT L P | -5,519 | -42.6% | 7,427 |
| VANGUARD CAPITAL MANAGEMENT LLC | -5,514 | -1.9% | 277,398 |
| STATE OF WISCONSIN INVESTMENT BOARD | -3,544 | -20.1% | 14,102 |
| BARCLAYS PLC | -2,940 | -16.4% | 14,940 |
| MORGAN STANLEY | -2,785 | -8.4% | 30,321 |
| UBS Group AG | -2,522 | -23.3% | 8,290 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,488 | -3.6% | 67,349 |
| Point72 Asset Management, L.P. | -1,466 | -21.5% | 5,355 |
| Trexquant Investment LP | -1,315 | -4.4% | 28,856 |
| Pacific Ridge Capital Partners, LLC | -1,291 | -0.8% | 166,709 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -1,151 | -2.1% | 53,793 |
| RHUMBLINE ADVISERS | -1,121 | -12.3% | 7,967 |