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Broadwind
BWEN

52 hedge funds and large institutions have $26.9M invested in Broadwind in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

53% more funds holding

Funds holding: 34 → 52 (+18)

50% more capital invested

Capital invested by funds: $17.9M → $26.9M (+$8.97M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
6
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$365K
2
Renaissance Technologies
Renaissance Technologies
New York
+$275K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$199K
4
Goldman Sachs
Goldman Sachs
New York
+$158K
5
TC
TFS Capital
Pennsylvania
+$122K

Top Sellers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
-$256K
2
GWI
Grace & White Inc
New York
-$209K
3
AIC
AWM Investment Company
New York
-$101K
4
UBS Group
UBS Group
Switzerland
-$53.3K
5
Citadel Advisors
Citadel Advisors
Florida
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
26
Psagot Value Holdings
Israel
$82K – – –
SIM
27
Spark Investment Management
New York
$63K +$54.8K +15,000 New
VKH
28
Virtu KCG Holdings
New York
$55K +$47.2K +12,926 New
Walleye Trading
29
Walleye Trading
New York
$51K +$43.8K +12,000 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$46K +$40K +10,956 New
AIM
31
Acrospire Investment Management
Illinois
$45K +$39.2K +10,747 New
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$45K +$39.3K +10,772 New
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$27K +$22.6K +6,200 New
Zurich Cantonal Bank
34
Zurich Cantonal Bank
Switzerland
$24K -$1.01K -276 -5%
BA
35
BlackRock Advisors
Delaware
$21K – – –
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$17K – – –
Acadian Asset Management
37
Acadian Asset Management
Massachusetts
$16K +$13.8K +3,771 New
BIM
38
BlackRock Investment Management
Delaware
$11K – – –
Creative Planning
39
Creative Planning
Kansas
$8K – – –
IA
40
IFP Advisors
Florida
$5K +$4.18K +1,144 New
TRCT
41
Tower Research Capital (TRC)
New York
$4K +$3.06K +839 +420%
CG
42
Cutler Group
California
$3K +$3.11K +852 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
Group One Trading
44
Group One Trading
Illinois
$2K +$1.82K +500 New
Citadel Advisors
45
Citadel Advisors
Florida
– -$44K -14,753 Closed
UBS Group
46
UBS Group
Switzerland
– -$53.3K -14,604 -100%
AG
47
Advisor Group
Arizona
– +$37 +10 New
Bank of America
48
Bank of America
North Carolina
– +$369 +101 +1,443%
1
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BWEN Hedge Fund Activity: Q2 2016 in Review

52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2016, worth a combined $26.9M — up 50% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BWEN positions and 1 closed out — a net gain of 18 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $365K. The largest seller was B. Riley Financial, cutting an estimated $256K.

  • 52 institutional investors held Broadwind (BWEN) as of Q2 2016, up from 34 in Q1 2016.
  • Funds reported $26.9M of Broadwind stock for Q2 2016, up 50% quarter-over-quarter.
  • 19 funds opened new Broadwind positions in Q2 2016 and 1 closed out, a net change of +18 holders.
  • The largest Broadwind buyer in Q2 2016 was Franklin Resources, an estimated $365K added.
  • The largest Broadwind seller in Q2 2016 was B. Riley Financial, an estimated $256K sold.

Based on aggregated 13F filings for Q2 2016.