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Broadwind
BWEN
BWEN
38 hedge funds and large institutions have $13.7M invested in Broadwind in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
4% more capital invested
Capital invested by funds: $13.3M → $13.7M (+$490K)
7% less funds holding
Funds holding: 41 → 38 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AIC
AWM Investment Company
New York
|
+$367K |
| 2 |
GWI
Grace & White Inc
Ny,
New York
|
+$178K |
| 3 |
Renaissance Technologies
New York
|
+$156K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$29.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.8K |
Top Sellers
| 1 |
GJL
Gendell Jeffrey L
|
-$578K |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$497K |
| 3 |
AG
Aperio Group
Sausalito,
California
|
-$155K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$112K |
| 5 |
Bank of New York Mellon
New York
|
-$73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIM
26
BlackRock Investment Management
Wilmington,
Delaware
| $5K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $4K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $3K | -$1.61K | -717 | -36% |
|
29
Morgan Stanley
New York
| $3K | -$1.04K | -465 | -22% |
|
|
EWM
30
Edge Wealth Management
New York
| $1K | – | – | – |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $1 | – | – | – |
|
|
32
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$497K | -240,114 | Closed |
|
|
AG
33
Aperio Group
Sausalito,
California
| – | -$155K | -74,916 | Closed |
|
|
MERSOM
34
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$41K | -20,000 | Closed |
|
|
SCM
35
Sterneck Capital Management
Kansas City,
Missouri
| – | -$40K | -19,386 | Closed |
|
36
Barclays
London,
United Kingdom
| – | -$5.83K | -2,600 | -94% |
|
37
Wells Fargo
San Francisco,
California
| – | -$2K | -1,011 | Closed |
|
38
JP Morgan Chase
New York
| – | +$7 | +3 | New |
|
39
Citigroup
New York
| – | +$168 | +75 | New |
|
|
IA
40
IFP Advisors
Tampa,
Florida
| – | +$448 | +200 | New |
|