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Broadwind
BWEN

54 hedge funds and large institutions have $28.5M invested in Broadwind in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

46.44% more ownership

Funds ownership: 0% → 46.44% (+46%)

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 56 → 54 (-2)

6% less capital invested

Capital invested by funds: $30.2M → $28.5M (-$1.71M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
16
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$309K
2
Credit Agricole
Credit Agricole
France
+$285K
3
BRF
B. Riley Financial
California
+$230K
4
AIC
AWM Investment Company
New York
+$212K
5
AIM
Acrospire Investment Management
Illinois
+$170K

Top Sellers

Rank Fund Capital Flow
1
EDRH
Edmond de Rothschild Holding
Switzerland
-$130K
2
VKH
Virtu KCG Holdings
New York
-$114K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$108K
4
Morgan Stanley
Morgan Stanley
New York
-$67.9K
5
Goldman Sachs
Goldman Sachs
New York
-$50K
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$100K -$33.3K -7,847 -24%
AIM
27
Alambic Investment Management
California
$93K -$9.33K -2,200 -9%
PVH
28
Psagot Value Holdings
Israel
$79K – – –
EGA
29
Eagle Global Advisors
Texas
$75K +$78.1K +18,419 New
SEI Investments
30
SEI Investments
Pennsylvania
$61K +$63.5K +14,972 New
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$59K -$108K -25,400 -64%
ARTA
32
A.R.T. Advisors
New York
$52K +$54.6K +12,880 New
DI
33
Dalton Investments
Nevada
$45K – – –
EPM
34
Equitec Proprietary Markets
Illinois
$41K +$43.5K +10,248 New
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$29K +$3.18K +750 +12%
JP Morgan Chase
36
JP Morgan Chase
New York
$23K +$23.7K +5,597 +186,567%
Walleye Trading
37
Walleye Trading
New York
$20K -$36K -8,500 -63%
BA
38
BlackRock Advisors
Delaware
$20K – – –
Zurich Cantonal Bank
39
Zurich Cantonal Bank
Switzerland
$19K -$3.82K -900 -16%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$16K – – –
BIM
41
BlackRock Investment Management
Delaware
$10K – – –
Creative Planning
42
Creative Planning
Kansas
$8K – – –
IA
43
IFP Advisors
Florida
$8K +$3.63K +856 +75%
UBS Group
44
UBS Group
Switzerland
$7K -$8.72K -2,056 -53%
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
$2K -$13.5K -3,187 -85%
Group One Trading
46
Group One Trading
Illinois
$2K – – –
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
EWM
48
Edge Wealth Management
New York
$1K – – –
GC
49
Globeflex Capital
California
$1K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$1K +$1.43K +336 New
1
2
3

BWEN Hedge Fund Activity: Q4 2016 in Review

54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2016, worth a combined $28.5M — down 5.7% from $30.2M a quarter earlier.

Fund positioning in BWEN was balanced in Q4 2016: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 12 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $309K. The largest seller was Edmond de Rothschild Holding, exiting entirely with an estimated $130K sold.

  • 54 institutional investors held Broadwind (BWEN) as of Q4 2016, down from 56 in Q3 2016.
  • Funds reported $28.5M of Broadwind stock for Q4 2016, down 5.7% quarter-over-quarter.
  • 5 funds opened new Broadwind positions in Q4 2016 and 5 closed out, a net change of 0 holders.
  • The largest Broadwind buyer in Q4 2016 was Renaissance Technologies, an estimated $309K added.
  • The largest Broadwind seller in Q4 2016 was Edmond de Rothschild Holding, an estimated $130K sold.

Based on aggregated 13F filings for Q4 2016.