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Broadwind
BWEN

49 hedge funds and large institutions have $34.7M invested in Broadwind in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% more call options, than puts

Call options by funds: $5K | Put options by funds: $5K

13% less funds holding

Funds holding: 56 → 49 (-7)

15% less capital invested

Capital invested by funds: $40.8M → $34.7M (-$6.12M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
13
Closed
13
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
-$71K

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$548K
2
BIT
BlackRock Institutional Trust
California
+$232K
3
GWI
Grace & White Inc
New York
+$194K
4
Renaissance Technologies
Renaissance Technologies
New York
+$154K
5
RCM
Rotella Capital Management
Washington
+$150K

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.87M
2
AIC
AWM Investment Company
New York
-$1.71M
3
BCM
Bridgeway Capital Management
Texas
-$562K
4
GJL
Gendell Jeffrey L
-$192K
5
AAP
Ardsley Advisory Partners
Connecticut
-$186K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Spark Investment Management
New York
$125K -$44.3K -8,700 -26%
Northern Trust
27
Northern Trust
Illinois
$111K -$11.2K -2,194 -9%
PVH
28
Psagot Value Holdings
Israel
$98K +$99.5K +19,531 New
AQR Capital Management
29
AQR Capital Management
Connecticut
$91K -$16.8K -3,300 -15%
Two Sigma Investments
30
Two Sigma Investments
New York
$90K -$43.6K -8,567 -32%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$88K +$13.2K +2,600 +17%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$84K +$85.6K +16,810 New
Deutsche Bank
33
Deutsche Bank
Germany
$77K -$24K -4,704 -23%
BG
34
BlackRock Group
United Kingdom
$56K +$57K +11,190 New
Millennium Management
35
Millennium Management
New York
$50K +$51.1K +10,029 New
Citadel Advisors
36
Citadel Advisors
Florida
$44K +$15K +2,945 +50%
BA
37
BlackRock Advisors
Delaware
$14K – – –
UBS Group
38
UBS Group
Switzerland
$13K +$6.34K +1,245 +96%
BIM
39
BlackRock Investment Management
Delaware
$12K – – –
Zurich Cantonal Bank
40
Zurich Cantonal Bank
Switzerland
$12K – – –
BJ
41
BlackRock Japan
Japan
$5K +$5.05K +992 New
TRCT
42
Tower Research Capital (TRC)
New York
$4K +$4.2K +825 +1,755%
Citigroup
43
Citigroup
New York
$2K +$122 +24 +6%
GC
44
Globeflex Capital
California
$1K -$117 -23 -16%
EWM
45
Edge Wealth Management
New York
$1K – – –
PFO
46
Pathstone Family Office
New Jersey
$1K – – –
MFS
47
MSI Financial Services
Massachusetts
$1K +$611 +120 New
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 – – –
Wellington Management Group
49
Wellington Management Group
Massachusetts
– -$1.87M -346,725 Closed
AAP
50
Ardsley Advisory Partners
Connecticut
– -$186K -34,500 Closed
1
2
3

BWEN Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2015, worth a combined $34.7M — down 15% from $40.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BWEN and 7 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 15 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $548K. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.87M sold.

  • 49 institutional investors held Broadwind (BWEN) as of Q1 2015, down from 56 in Q4 2014.
  • Funds reported $34.7M of Broadwind stock for Q1 2015, down 15% quarter-over-quarter.
  • 7 funds opened new Broadwind positions in Q1 2015 and 13 closed out, a net change of -6 holders.
  • The largest Broadwind buyer in Q1 2015 was Fuller & Thaler Asset Management, an estimated $548K added.
  • The largest Broadwind seller in Q1 2015 was Wellington Management Group, an estimated $1.87M sold.

Based on aggregated 13F filings for Q1 2015.