We are live on ! Find out more
BWEN icon

Broadwind

48 hedge funds and large institutions have $49.9M invested in Broadwind in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

129% more call options, than puts

Call options by funds: $296K | Put options by funds: $129K

90% more capital invested

Capital invested by funds: $26.3M → $49.9M (+$23.7M)

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

45% more funds holding

Funds holding: 3348 (+15)

Holders
48
Holders Change
+15
Holders Change %
+45.45%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
13
Reduced
7
Closed
2
Calls
$296K
Puts
$129K
Net Calls
+$167K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$128K
Jane Street
27
Jane Street
New York
$113K +$83.5K +14,432 New
SIM
28
Spark Investment Management
New York
$106K +$78.7K +13,600 New
SCM
29
Seamans Capital Management
Massachusetts
$100K
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$65K -$4.86K -840 -9%
Citigroup
31
Citigroup
New York
$57K -$14.9K -2,569 -26%
U
32
UBS
Switzerland
$48K +$31K +5,352 +745%
RFC
33
Russell Frank Company
Washington
$33K
TRCT
34
Tower Research Capital (TRC)
New York
$32K +$23.9K +4,139 New
Citadel Advisors
35
Citadel Advisors
Florida
$28K +$20.7K +3,575 New
Group One Trading
36
Group One Trading
Illinois
$24K +$17.9K +3,100 New
BA
37
BlackRock Advisors
Delaware
$22K +$2.42K +419 +18%
Barclays
38
Barclays
United Kingdom
$3K -$10.6K -1,829 -83%
Ameriprise
39
Ameriprise
Minnesota
$2K
EWM
40
Edge Wealth Management
New York
$1K -$174K -30,000 -100%
Bank of America
41
Bank of America
North Carolina
$1K -$58 -10 -6%
Creative Planning
42
Creative Planning
Kansas
$1K
PFO
43
Pathstone Family Office
New Jersey
$1K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1K
AllianceBernstein
45
AllianceBernstein
Tennessee
$1K +$718 +124 New
GC
46
Globeflex Capital
California
$1K +$1.27K +219 New
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5 +$995 +172 +36%
AAP
48
Ardsley Advisory Partners
Connecticut
-$239K -50,000 Closed
Wells Fargo
49
Wells Fargo
California
-$1K -227 Closed

BWEN Hedge Fund Activity: Q3 2013 in Review

48 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q3 2013, worth a combined $49.9M — up 90% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWEN positions and 2 closed out — a net gain of 15 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Numeric Investors, opening a new position worth an estimated $2.04M. The largest seller was Austin W. Marxe & David M. Greenhouse, cutting an estimated $1.7M.

  • 48 institutional investors held Broadwind (BWEN) as of Q3 2013, up from 33 in Q2 2013.
  • Funds reported $49.9M of Broadwind stock for Q3 2013, up 90% quarter-over-quarter.
  • 17 funds opened new Broadwind positions in Q3 2013 and 2 closed out, a net change of +15 holders.
  • The largest Broadwind buyer in Q3 2013 was Numeric Investors, an estimated $2.04M added.
  • The largest Broadwind seller in Q3 2013 was Austin W. Marxe & David M. Greenhouse, an estimated $1.7M sold.

Based on aggregated 13F filings for Q3 2013.