We are live on ! Find out more
BWEN icon

Broadwind
BWEN

41 hedge funds and large institutions have $13.3M invested in Broadwind in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

0% more funds holding

Funds holding: 41 → 41 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

50% less capital invested

Capital invested by funds: $26.6M → $13.3M (-$13.3M)

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$892K
2
GWI
Grace & White Inc
New York
+$569K
3
Renaissance Technologies
Renaissance Technologies
New York
+$210K
4
PCM
Potomac Capital Management
New York
+$182K
5
US Bancorp
US Bancorp
Minnesota
+$167K

Top Sellers

Rank Fund Capital Flow
1
CCM
Coe Capital Management
Illinois
-$797K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$789K
3
PCM
Prelude Capital Management
New York
-$102K
4
BIT
BlackRock Institutional Trust
California
-$92.7K
5
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$89.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$8K +$13.4K +4,000 New
Zurich Cantonal Bank
27
Zurich Cantonal Bank
Switzerland
$6K – – –
Barclays
28
Barclays
United Kingdom
$6K +$5.88K +1,761 +176%
BIM
29
BlackRock Investment Management
Delaware
$5K – – –
Morgan Stanley
30
Morgan Stanley
New York
$4K -$89.9K -26,887 -93%
TRCT
31
Tower Research Capital (TRC)
New York
$4K +$6.37K +1,906 +1,717%
Creative Planning
32
Creative Planning
Kansas
$4K +$6.68K +2,000 New
Wells Fargo
33
Wells Fargo
California
$2K +$3.38K +1,011 New
UBS Group
34
UBS Group
Switzerland
$1K -$15.7K -4,692 -92%
EWM
35
Edge Wealth Management
New York
$1K – – –
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1 – – –
CCM
37
Coe Capital Management
Illinois
– -$797K -187,896 Closed
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
– -$789K -186,016 Closed
PCM
39
Prelude Capital Management
New York
– -$102K -24,000 Closed
SKK
40
Shepherd Kaplan Krochuk
Massachusetts
– -$74K -17,380 Closed
Two Sigma Advisers
41
Two Sigma Advisers
New York
– -$72K -17,060 Closed
Two Sigma Investments
42
Two Sigma Investments
New York
– -$67K -15,801 Closed
BJ
43
BlackRock Japan
Japan
– -$4K -851 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$2.21K -660 -83%
UMA
45
USA Mutuals Advisors
Texas
– -$2K -449 Closed
GC
46
Globeflex Capital
California
– -$1K -118 Closed
GI
47
Gradient Investments
Minnesota
– +$33 +10 New
BCM
48
Brookstone Capital Management
Illinois
– +$334 +100 New
1
2

BWEN Hedge Fund Activity: Q3 2015 in Review

41 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q3 2015, worth a combined $13.3M — down 50% from $26.6M a quarter earlier.

Fund positioning in BWEN was balanced in Q3 2015: 9 funds opened new positions, 9 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Ariel Investments, opening a new position worth an estimated $892K. The largest seller was Coe Capital Management, exiting entirely with an estimated $797K sold.

  • 41 institutional investors held Broadwind (BWEN) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $13.3M of Broadwind stock for Q3 2015, down 50% quarter-over-quarter.
  • 9 funds opened new Broadwind positions in Q3 2015 and 9 closed out, a net change of 0 holders.
  • The largest Broadwind buyer in Q3 2015 was Ariel Investments, an estimated $892K added.
  • The largest Broadwind seller in Q3 2015 was Coe Capital Management, an estimated $797K sold.

Based on aggregated 13F filings for Q3 2015.