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Broadwind
BWEN

57 hedge funds and large institutions have $94M invested in Broadwind in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $1.03M | Put options by funds: $340K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

43% more capital invested

Capital invested by funds: $65.5M → $94M (+$28.4M)

19% more funds holding

Funds holding: 48 → 57 (+9)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
15
Reduced
14
Closed
6
Calls
$1.03M
Puts
$340K
Net Calls
+$695K
Net Calls Change
+$297K

Top Buyers

Rank Fund Capital Flow
1
AAM
ACK Asset Management
Connecticut
+$3.95M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$2.92M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33M
4
TC
TFS Capital
Pennsylvania
+$950K
5
AG
Aperio Group
California
+$522K

Top Sellers

Rank Fund Capital Flow
1
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
-$1.95M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.13M
3
BIM
Bogle Investment Management
Massachusetts
-$796K
4
CS
Credit Suisse
Switzerland
-$392K
5
Two Sigma Investments
Two Sigma Investments
New York
-$295K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Spark Investment Management
New York
$383K +$306K +31,400 New
Northern Trust
27
Northern Trust
Illinois
$299K -$15.8K -1,624 -6%
BG
28
BlackRock Group
United Kingdom
$231K +$185K +18,927 New
Millennium Management
29
Millennium Management
New York
$214K +$171K +17,530 New
Jane Street
30
Jane Street
New York
$208K +$59.2K +6,070 +55%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$206K -$29.9K -3,070 -15%
EGA
32
Eagle Global Advisors
Texas
$202K +$161K +16,500 New
SCA
33
SAC Capital Advisors
Connecticut
$170K +$136K +13,900 New
EMG
34
Ellington Management Group
Connecticut
$152K -$72.2K -7,400 -37%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$147K -$2.05K -210 -2%
CAM
36
ClariVest Asset Management
California
$124K -$186K -19,066 -65%
RFC
37
Russell Frank Company
Washington
$102K +$81.7K +8,379 New
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$97K – – –
Deutsche Bank
39
Deutsche Bank
Germany
$96K +$77K +7,900 +790,000%
Wells Fargo
40
Wells Fargo
California
$89K +$71.3K +7,307 New
BA
41
BlackRock Advisors
Delaware
$34K – – –
Morgan Stanley
42
Morgan Stanley
New York
$22K -$28.4K -2,913 -61%
PVH
43
Psagot Value Holdings
Israel
$14K +$11.4K +1,173 New
Citigroup
44
Citigroup
New York
$8K -$13.7K -1,401 -68%
U
45
UBS
Switzerland
$4K -$49.3K -5,053 -94%
Ameriprise
46
Ameriprise
Minnesota
$3K – – –
AllianceBernstein
47
AllianceBernstein
Tennessee
$2K – – –
GC
48
Globeflex Capital
California
$2K – – –
Creative Planning
49
Creative Planning
Kansas
$1K – – –
EWM
50
Edge Wealth Management
New York
$1K – – –
1
2
3

BWEN Hedge Fund Activity: Q1 2014 in Review

57 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2014, worth a combined $94M — up 43% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BWEN positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $3.95M. The largest seller was Austin W. Marxe & David M. Greenhouse, cutting an estimated $1.95M.

  • 57 institutional investors held Broadwind (BWEN) as of Q1 2014, up from 48 in Q4 2013.
  • Funds reported $94M of Broadwind stock for Q1 2014, up 43% quarter-over-quarter.
  • 15 funds opened new Broadwind positions in Q1 2014 and 6 closed out, a net change of +9 holders.
  • The largest Broadwind buyer in Q1 2014 was ACK Asset Management, an estimated $3.95M added.
  • The largest Broadwind seller in Q1 2014 was Austin W. Marxe & David M. Greenhouse, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2014.