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Broadwind
BWEN

60 hedge funds and large institutions have $61.4M invested in Broadwind in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

115% more capital invested

Capital invested by funds: $28.5M → $61.4M (+$32.9M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

11% more funds holding

Funds holding: 54 → 60 (+6)

2.43% more ownership

Funds ownership: 46.44% → 48.87% (+2.4%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
12
Closed
7
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.17M
2
NI
Numeric Investors
Massachusetts
+$2.65M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.07M
4
EIM
Essex Investment Management
Massachusetts
+$482K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$299K

Top Sellers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
-$2.79M
2
Credit Agricole
Credit Agricole
France
-$633K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$487K
4
GWI
Grace & White Inc
New York
-$484K
5
Franklin Resources
Franklin Resources
California
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
26
A.R.T. Advisors
New York
$268K +$101K +19,400 +151%
HIM
27
Hillsdale Investment Management
Ontario, Canada
$230K +$143K +27,600 New
GC
28
Globeflex Capital
California
$222K +$138K +26,500 +17,785%
SIM
29
Spark Investment Management
New York
$219K -$93.5K -18,000 -41%
EDRH
30
Edmond de Rothschild Holding
Switzerland
$197K +$123K +23,600 New
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$178K -$17.3K -3,326 -13%
VKH
32
Virtu KCG Holdings
New York
$154K +$96.1K +18,500 New
EGA
33
Eagle Global Advisors
Texas
$153K – – –
PG
34
PEAK6 Group
Illinois
$150K +$93.5K +17,983 New
TCM
35
Teza Capital Management
Illinois
$140K +$87.5K +16,834 New
DCM
36
Dialectic Capital Management
Connecticut
$137K +$85.6K +16,475 New
AIM
37
Acrospire Investment Management
Illinois
$132K -$301K -57,985 -79%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$121K – – –
AIM
39
Alambic Investment Management
California
$120K -$43.9K -8,448 -37%
MML Investors Services
40
MML Investors Services
Massachusetts
$96K +$59.9K +11,521 New
DI
41
Dalton Investments
Nevada
$93K – – –
TC
42
TFS Capital
Pennsylvania
$85K -$112K -21,528 -68%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$66K +$20.6K +3,960 +99%
JP Morgan Chase
44
JP Morgan Chase
New York
$61K +$9.08K +1,747 +31%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$58K -$52 -10 -0.1%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$42K +$26K +5,000 New
Zurich Cantonal Bank
47
Zurich Cantonal Bank
Switzerland
$40K – – –
IA
48
IFP Advisors
Florida
$8K -$5.2K -1,000 -50%
Federated Hermes
49
Federated Hermes
Pennsylvania
$8K +$5.26K +1,012 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K – – –
1
2
3

BWEN Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2017, worth a combined $61.4M — up 115% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWEN positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $3.17M. The largest seller was B. Riley Financial, cutting an estimated $2.79M.

  • 60 institutional investors held Broadwind (BWEN) as of Q1 2017, up from 54 in Q4 2016.
  • Funds reported $61.4M of Broadwind stock for Q1 2017, up 115% quarter-over-quarter.
  • 17 funds opened new Broadwind positions in Q1 2017 and 7 closed out, a net change of +10 holders.
  • The largest Broadwind buyer in Q1 2017 was BlackRock, an estimated $3.17M added.
  • The largest Broadwind seller in Q1 2017 was B. Riley Financial, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2017.