Broadwind
BWEN
67 hedge funds and large institutions have $74.3M invested in Broadwind in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
42% more call options, than puts
Call options by funds: $311K | Put options by funds: $219K
18% more funds holding
Funds holding: 57 → 67 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21% less capital invested
Capital invested by funds: $94M → $74.3M (-$19.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$3.31M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$2.89M |
| 3 |
Morgan Stanley
New York
|
+$1.54M |
| 4 |
D.E. Shaw & Co
New York
|
+$1.23M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$4.95M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.27M |
| 3 |
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
|
-$900K |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$588K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$530K |
BWEN Hedge Fund Activity: Q2 2014 in Review
67 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2014, worth a combined $74.3M — down 21% from $94M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new BWEN positions and 8 closed out — a net gain of 10 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $3.31M. The largest seller was ACK Asset Management, exiting entirely with an estimated $4.95M sold.
- 67 institutional investors held Broadwind (BWEN) as of Q2 2014, up from 57 in Q1 2014.
- Funds reported $74.3M of Broadwind stock for Q2 2014, down 21% quarter-over-quarter.
- 18 funds opened new Broadwind positions in Q2 2014 and 8 closed out, a net change of +10 holders.
- The largest Broadwind buyer in Q2 2014 was Systematic Financial Management, an estimated $3.31M added.
- The largest Broadwind seller in Q2 2014 was ACK Asset Management, an estimated $4.95M sold.
Based on aggregated 13F filings for Q2 2014.