Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bankwell Finl Group Inc (BWFG)

115 + Investors. Track Smart Money conviction in BWFG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
8Q ▲
Buyers last Q
64%

Smart Money Signals — BWFG

Based on 116 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added BWFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
116 hedge funds hold BWFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +49% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+49% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

65 buying36 selling
Last quarter: 65 funds were net buyers (16 opened a brand new position + 49 added to an existing one). Only 36 were sellers (28 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 21 → 20 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 12% medium ■ 34% new
62 out of 116 hedge funds have held BWFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

12 → 8 → 21 → 20 → 16 new funds/Q
New funds entering each quarter: 8 → 21 → 20 → 16. A growing number of institutions are discovering BWFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 38% newcomers

■ 59% veterans ■ 3% 1-2yr ■ 38% new
Entry-cohort mix of 116 holders: 68 (59%) are 2+ year veterans, 4 entered 1–2 years ago, and 44 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
32 of 116 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BWFG

In 2026 Q1, 65 hedge funds were net buyers of BWFG (16 opened a new position, 49 added to an existing one), while 36 reduced or exited (28 trimmed, 8 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in BWFG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 116.

Hedge Fund Ownership: BWFG

How many hedge funds hold BWFG — quarterly history vs. share price
Quarterly hedge fund ownership of BWFG vs. share price

Market Analysis: BWFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bankwell Finl Group Inc (BWFG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BWFG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
BWFG
nan%
XLF
+9.5%

BWFG outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
BWFG
nan%
XLF
+5.8%

Since the filing became public, BWFG outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BWFG
115 + Investors

Track Smart Money conviction in BWFG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 115 108 6.48%
13F Shares 4M 4M 4.29%
Total Value $169M $166M 2.08%
New Positions 15 20 -5
Increased Positions 49 44 +5
Closed Positions 8 8 -
Reduced Positions 28 27 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BWFG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

115 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWFG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BWFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 1.76% 168,000 $8.2M
2 Siena Capital Partners GP, LLC 1.46% 116,138 $5.6M
3 Banc Funds Co LLC 0.87% 96,423 $4.7M
4 GM Advisory Group, LLC 0.20% 106,498 $5.2M
5 Daytona Street Capital LLC 0.19% 5,000 $247K
6 Informed Momentum Co LLC 0.16% 28,092 $1.4M
7 Hillsdale Investment Management Inc. 0.14% 105,900 $5.1M
8 Bridge City Capital, LLC 0.13% 10,006 $485K
9 Integrated Quantitative Investments LLC 0.12% 14,070 $683K
10 Bridgeway Capital Management, LLC 0.05% 54,944 $2.7M
11 Legato Capital Management LLC 0.04% 9,981 $484K
12 Mangrove Partners IM, LLC 0.04% 9,474 $460K
13 Kennedy Capital Management LLC 0.03% 25,003 $1.2M
14 Key FInancial Inc 0.03% 2,900 $141K
15 Martingale Asset Management L P 0.02% 12,946 $628K
16 Essex Financial Services, Inc. 0.02% 5,611 $272K
17 Summit Trail Advisors, LLC 0.01% 21,323 $1.0M
18 Occudo Quantitative Strategies LP 0.01% 4,396 $227K
19 Trexquant Investment LP 0.01% 30,171 $1.5M
20 EverSource Wealth Advisors, LLC 0.01% 7,109 $331K
21 Empowered Funds, LLC 0.01% 29,942 $1.5M
22 Renaissance Technologies LLC 0.01% 107,548 $5.2M
23 Commonwealth Equity Services, LLC 0.00% 69,837 $3.4M
24 Jump Financial, LLC 0.00% 6,978 $339K
25 Two Sigma Investments, LP 0.00% 85,070 $4.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bankwell Finl Group Inc (BWFG)

What does the Smart Money Trend signal show for BWFG?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added BWFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWFG?

More buyers than sellers — 64% buying: Last quarter: 65 funds were net buyers (16 opened a brand new position + 49 added to an existing one). Only 36 were sellers (28 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BWFG holders?

Strong quality — 34% AUM from major funds: 32 of 116 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BWFG?

53% of holders stayed for 2+ years: 62 out of 116 hedge funds have held BWFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bankwell Finl Group Inc (BWFG) following the 2026 Q1 hedge fund 13F filings?

As of today, BWFG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), BWFG has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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