Bankwell Financial Group Inc (BWFG) Ownership

25.94 ↑0.36 (1.41%)
As of March 28, 2024, 3:57pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Bankwell Financial Group Inc (BWFG), owning a total of 412 thousand shares. Combined, the top 32 institutional holders of BWFG own 36.00% of the company with a total of 2.9 million shares.

In the latest ownership report on December 31st 2023, the top 32 institutional holders increased their combined ownership of BWFG by 233 thousand shares. 14 institutions bought 246,019 total additional shares and increased their ownership by an average of 34.20%. However 2 institutions sold 12,900 total shares and decreased their ownership by an average of 12.1%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bankwell Financial Group increased by a net total of 233,119 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc5.186%11.437%411,62342,2462023-12-31
Vanguard Group Inc4.124%1.660%327,3135,3452023-12-31
Banc Funds Co LLC3.548%0.000%281,62302023-12-31
Dimensional Fund Advisors, Inc.3.386%3.683%268,7249,5462023-12-31
Renaissance Technologies Corp2.011%7.620%159,60311,3002023-12-31
Pacific Ridge Capital Partners, LLC1.700%28.119%134,94029,6162023-12-31
LSV Asset Management1.631%-1.895%129,446-2,5002023-12-31
Geode Capital Management, LLC1.616%6.162%128,2827,4462023-12-31
Siena Capital Management, LLC1.390%0.000%110,33802023-12-31
Gm Advisory Group Inc1.035%0.000%82,17382,1732023-12-31
Acadian Asset Management LLC1.022%0.000%81,10702023-12-31
Morgan Stanley - Brokerage Accounts0.947%11.644%75,1937,8422023-12-31
State Street Corporation0.922%0.185%73,1661352023-12-31
Northern Trust Corp0.856%0.301%67,9212042023-12-31
Bridgeway Capital Management, LLC0.640%2.716%50,8241,3442023-12-31
Goldman Sachs Group Inc0.493%277.062%39,09028,7232023-12-31
American Century Companies Inc0.471%0.000%37,37502023-12-31
Summit Trail Advisors, LLC0.456%-22.309%36,218-10,4002023-12-31
Kennedy Capital Management Inc0.418%120.780%33,21218,1692023-12-31
BHZ Capital Management, LP.0.353%7.393%28,0361,9302023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc5.186%11.437%411,62342,2462023-12-31
Vanguard Group Inc4.124%1.660%327,3135,3452023-12-31
Banc Funds Co LLC3.548%0.000%281,62302023-12-31
Dimensional Fund Advisors, Inc.3.386%3.683%268,7249,5462023-12-31
Renaissance Technologies Corp2.011%7.620%159,60311,3002023-12-31
Pacific Ridge Capital Partners, LLC1.700%28.119%134,94029,6162023-12-31
LSV Asset Management1.631%-1.895%129,446-2,5002023-12-31
Geode Capital Management, LLC1.616%6.162%128,2827,4462023-12-31
Siena Capital Management, LLC1.390%0.000%110,33802023-12-31
Gm Advisory Group Inc1.035%0.000%82,17382,1732023-12-31
Acadian Asset Management LLC1.022%0.000%81,10702023-12-31
Morgan Stanley - Brokerage Accounts0.947%11.644%75,1937,8422023-12-31
State Street Corporation0.922%0.185%73,1661352023-12-31
Northern Trust Corp0.856%0.301%67,9212042023-12-31
Bridgeway Capital Management, LLC0.640%2.716%50,8241,3442023-12-31
Goldman Sachs Group Inc0.493%277.062%39,09028,7232023-12-31
American Century Companies Inc0.471%0.000%37,37502023-12-31
Bank of New York Mellon Corp0.471%-0.239%37,097-892023-09-30
Summit Trail Advisors, LLC0.456%-22.309%36,218-10,4002023-12-31
Kennedy Capital Management Inc0.418%120.780%33,21218,1692023-12-31
Citadel Advisors Llc0.387%13.104%30,3303,5142022-12-31
Marshall Wace Asset Management Ltd0.374%13.503%28,9243,4412022-09-30
BHZ Capital Management, LP.0.353%7.393%28,0361,9302023-12-31
Bank of Montreal0.325%29.163%25,5025,7582023-06-30
BMO Capital Markets Corp.0.325%29.163%25,5025,7582023-06-30
Quadrature Capital LLP0.330%0.000%25,43425,4342022-06-30
Two Sigma Investments LLC0.287%-10.900%22,495-2,7522023-03-31
First Trust Advisors L.P.0.283%10.547%22,2212,1202022-12-31
Two Sigma Advisers, LLC0.278%0.000%21,80002023-03-31
Millennium Management LLC0.263%-40.081%20,654-13,8162023-06-30
Fourthstone LLC0.245%0.000%19,32419,3242023-09-30
CapTrust Financial Advisors0.224%5.035%17,6498462023-09-30

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Bankwell Financial Group Inc (BWFG), owning a total of 220 thousand shares. Combined, the top 34 mutual fund holders of BWFG own 20.86% of the company with a total of 1.6 million shares.

In the latest ownership report on February 29th 2024, the top 34 fund holders increased their combined ownership of BWFG by 2 thousand shares. 2 funds bought 1,815 total additional shares and increased their ownership by an average of 4.59%. However 1 funds sold 29 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bankwell Financial Group increased by a net total of 1,786 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.539%0.000%201,54502024-02-29
iShares Russell 2000 ETF2.271%-0.016%180,259-292024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.140%0.000%90,46902024-02-29
Adara Smaller Companies0.550%0.000%43,64002024-02-29
Avantis US Small Cap Value ETF0.447%0.000%35,43902024-02-29
Dimensional US Targeted Value ETF0.326%0.000%25,89702024-02-29
Vanguard Russell 2000 ETF0.273%8.967%21,6301,7802024-02-29
State St Russell Sm Cap® Indx SL Cl I0.255%0.000%20,23002024-02-29
EA Bridgeway Omni Small-Cap Value ETF0.215%0.206%17,052352024-02-29
Invesco Russell 2000® Dynamic Mltfct ETF0.213%0.000%16,80002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.805%12.364%219,93324,2002023-03-31
Vanguard Total Stock Mkt Idx Inv2.539%0.000%201,54502024-02-29
iShares Russell 2000 ETF2.271%-0.016%180,259-292024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.140%0.000%90,46902024-02-29
Vanguard Extended Market Index Investor1.114%5.174%87,2534,2922023-08-31
iShares Russell 2000 Value ETF0.781%0.126%61,957782024-02-01
Pacific Ridge Capital Ptnrs Micro Cp Val0.776%0.000%61,59061,5902023-09-30
Fidelity Small Cap Index0.726%8.604%57,6094,5642023-12-31
Fidelity® Small Cap Index0.677%0.865%53,0454552023-10-31
DFA US Targeted Value I0.560%0.000%44,43802024-01-31
Adara Smaller Companies0.550%0.000%43,64002024-02-29
Fidelity Extended Market Index0.453%0.000%35,94402024-01-31
Avantis® U.S. Small Cap Value ETF0.453%0.000%35,43902023-07-29
Avantis US Small Cap Value ETF0.447%0.000%35,43902024-02-29
DFA US Micro Cap I0.436%0.000%34,57202024-01-31
Fidelity® Extended Market Index0.426%0.000%33,39902023-11-30
Kennedy Bank Sector0.418%120.780%33,21218,1692023-12-31
DFA US Small Cap I0.410%0.000%32,56402024-01-31
Acuitas US Microcap Strategy0.381%38.999%30,2608,4902023-12-31
DFA US Small Cap Value I0.327%0.000%25,99102024-01-31
Dimensional US Targeted Value ETF0.326%0.000%25,89702024-02-29
Vanguard Russell 2000 ETF0.273%8.967%21,6301,7802024-02-29
State St Russell Sm Cap® Indx SL Cl I0.255%0.000%20,23002024-02-29
State St Russell Sm Cap® Indx NL Cl C0.258%0.000%20,23002023-09-30
First Trust Dow Jones Sel MicroCap ETF0.226%0.000%17,67102023-07-31
EA Bridgeway Omni Small-Cap Value ETF0.215%0.206%17,052352024-02-29
Bridgeway Ultra-Small Company Market0.212%13.509%16,8052,0002023-12-31
Invesco Russell 2000® Dynamic Mltfct ETF0.213%0.000%16,80002024-02-29
NT R2000 Index Fund - NL0.210%-3.620%16,453-6182023-09-30
NT R2000 Value Index Fund - NL0.206%-2.001%16,260-3322023-12-31
DFA US Core Equity 2 I0.204%0.000%16,02902023-10-31
BlackRock Extended Mkt Composite0.194%3,104.020%15,15514,6822023-06-30
Bridgeway Omni Small-Cap Value N0.191%0.000%15,00002023-03-31
Bridgeway Omni Small-Cap Value0.191%0.000%15,00002023-03-31

Discussions

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bettysburgers

$BWFG where’s the WSB guys at? Still sleeping?

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haltdaytrader

$BWFG who else finds themselves here after liquidating their positions for a loss only to bash on how seriously fcked up the stock market is

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MyNameIsDraven

$BWFG wow
looking like it’s going to be a monster day!

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activerunningtrade

$BWFG time to make a big run Monday morning. Let's get it! ????????????????????????????

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