Broadwind
BWEN
56 hedge funds and large institutions have $40.8M invested in Broadwind in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 13 closing their positions.
73% more call options, than puts
Call options by funds: $168K | Put options by funds: $97K
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
7% less funds holding
Funds holding: 60 → 56 (-4)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
35% less capital invested
Capital invested by funds: $62.3M → $40.8M (-$21.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.31M |
| 2 |
GWI
Grace & White Inc
Ny,
New York
|
+$1.06M |
| 3 |
Renaissance Technologies
New York
|
+$360K |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$313K |
| 5 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
+$230K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$3.03M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$2.63M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.04M |
| 4 |
Morgan Stanley
New York
|
-$680K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$669K |
BWEN Hedge Fund Activity: Q4 2014 in Review
56 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2014, worth a combined $40.8M — down 35% from $62.3M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BWEN and 11 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 16 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $2.31M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $3.03M sold.
- 56 institutional investors held Broadwind (BWEN) as of Q4 2014, down from 60 in Q3 2014.
- Funds reported $40.8M of Broadwind stock for Q4 2014, down 35% quarter-over-quarter.
- 11 funds opened new Broadwind positions in Q4 2014 and 13 closed out, a net change of -2 holders.
- The largest Broadwind buyer in Q4 2014 was Wellington Management Group, an estimated $2.31M added.
- The largest Broadwind seller in Q4 2014 was Systematic Financial Management, an estimated $3.03M sold.
Based on aggregated 13F filings for Q4 2014.