Broadwind
BWEN
34 hedge funds and large institutions have $17.9M invested in Broadwind in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.
30% more capital invested
Capital invested by funds: $13.7M → $17.9M (+$4.15M)
11% less funds holding
Funds holding: 38 → 34 (-4)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWI
Grace & White Inc
Ny,
New York
|
+$154K |
| 2 |
Renaissance Technologies
New York
|
+$135K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$31.9K |
| 4 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$14.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$13.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$566K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$429K |
| 3 |
AIC
AWM Investment Company
New York
|
-$332K |
| 4 |
GJL
Gendell Jeffrey L
|
-$292K |
| 5 |
TA
Teton Advisors
Rye,
New York
|
-$44.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | -$2.38K | -1,100 | -85% |
|
|
EWM
28
Edge Wealth Management
New York
| $1K | – | – | – |
|
29
Geode Capital Management
Boston,
Massachusetts
| $207 | -$52 | -24 | -0% |
|
|
AI
30
Ariel Investments
Chicago,
Illinois
| – | -$566K | -272,233 | Closed |
|
|
31
Invesco
Atlanta,
Georgia
| – | -$429K | -206,446 | Closed |
|
|
VKH
32
Virtu KCG Holdings
New York
| – | -$27K | -12,983 | Closed |
|
|
NFA
33
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$9K | -4,200 | Closed |
|
34
Barclays
London,
United Kingdom
| – | -$216 | -100 | -62% |
|
35
Bank of America
Charlotte,
North Carolina
| – | +$15 | +7 | New |
|
BWEN Hedge Fund Activity: Q1 2016 in Review
34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2016, worth a combined $17.9M — up 30% from $13.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BWEN and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Grace & White Inc, adding an estimated $154K. The largest seller was Ariel Investments, exiting entirely with an estimated $566K sold.
- 34 institutional investors held Broadwind (BWEN) as of Q1 2016, down from 38 in Q4 2015.
- Funds reported $17.9M of Broadwind stock for Q1 2016, up 30% quarter-over-quarter.
- 3 funds opened new Broadwind positions in Q1 2016 and 7 closed out, a net change of -4 holders.
- The largest Broadwind buyer in Q1 2016 was Grace & White Inc, an estimated $154K added.
- The largest Broadwind seller in Q1 2016 was Ariel Investments, an estimated $566K sold.
Based on aggregated 13F filings for Q1 2016.