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Of the 10 tracked institutions holding BWFG, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, BWFG (BANKWELL FINL GROUP INC) is held with a combined value of $56.34M across 1,181,485 shares. The largest holder is BlackRock, Inc. with a position worth $23.30M. PRICE T ROWE ASSOCIATES INC /MD/ opened a new position in the most recent quarter. 4 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$56.34M
Total Shares Held
1,181,485
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $23.30M | 0.00% | -2.2% |
| 2 | VANGUARD GROUP INC | $16.81M | 0.00% | -0.0% |
| 3 | STATE STREET CORP | $6.35M | 0.00% | +13.1% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $5.22M | 0.01% | -7.4% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $2.47M | 0.00% | +148.8% |
| 6 | MILLENNIUM MANAGEMENT LLC | $955.36K | 0.00% | +72.4% |
| 7 | CITADEL ADVISORS LLC | $419.41K | 0.00% | -75.1% |
| 8 | Point72 Asset Management, L.P. | $330.95K | 0.00% | -30.2% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $274.00K | 0.00% | New |
| 10 | FMR LLC | $206.69K | 0.00% | +115.4% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of BWFG with a position worth $23.30M, representing 0.00% of their portfolio. In total, 10 institutional investors hold BWFG with a combined value of $56.34M.
In the most recent quarter, 1 fund opened a new position in BWFG. Additionally, 4 increased their holdings and 5 reduced their positions.
Institutional investors hold $56.34M worth of BWFG stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $23.30M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BWFG, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BWFG positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$62.21
2026-07-24
YTD
+38.1%
100% of 52-week range