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Broadwind
BWEN

46 hedge funds and large institutions have $18.2M invested in Broadwind in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 50 → 46 (-4)

9.07% less ownership

Funds ownership: 53.14% → 44.07% (-9.1%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

30% less capital invested

Capital invested by funds: $26M → $18.2M (-$7.82M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
11
Closed
11
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
GWI
Grace & White Inc
New York
+$988K
2
AG
Advisor Group
Arizona
+$485K
3
AAMU
Amundi Asset Management US
Massachusetts
+$438K
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$189K
5
VF
Virtu Financial
New York
+$39.9K

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$2.65M
2
AIC
AWM Investment Company
New York
-$736K
3
GJL
Gendell Jeffrey L
-$723K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$550K
5
Credit Agricole
Credit Agricole
France
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
26
Dalton Investments
Nevada
$30K – – –
JP Morgan Chase
27
JP Morgan Chase
New York
$25K -$13.7K -5,019 -35%
Zurich Cantonal Bank
28
Zurich Cantonal Bank
Switzerland
$24K +$16.6K +6,100 +228%
Simplex Trading
29
Simplex Trading
Illinois
$22K +$21.6K +7,933 +2,247%
PAM
30
Panagora Asset Management
Massachusetts
$15K -$12.2K -4,460 -45%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$14K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$11K – – –
UBS Group
33
UBS Group
Switzerland
$8K +$1.06K +388 +16%
PCM
34
Prelude Capital Management
New York
$7K +$7.34K +2,693 New
Morgan Stanley
35
Morgan Stanley
New York
$6K -$583 -214 -8%
EWM
36
Edge Wealth Management
New York
$1K – – –
RBC
37
Roble Belko & Company
Pennsylvania
$1K – – –
PCM
38
Poehling Capital Management
Wisconsin
$1K +$1.01K +370 New
GWM
39
Geneos Wealth Management
Colorado
$1K +$1.04K +380 New
Citigroup
40
Citigroup
New York
$1K +$1.36K +500 New
GI
41
GS Investments
Minnesota
$60 – – –
NI
42
Numeric Investors
Massachusetts
– -$2.65M -818,074 Closed
Credit Agricole
43
Credit Agricole
France
– -$407K -125,684 Closed
NPC
44
National Planning Corporation
California
– -$329K -101,600 Closed
EIM
45
Essex Investment Management
Massachusetts
– -$286K -88,125 Closed
Russell Investments Group
46
Russell Investments Group
United Kingdom
– -$138K -42,529 Closed
Deutsche Bank
47
Deutsche Bank
Germany
– -$106K -38,800 -100%
ARTA
48
A.R.T. Advisors
New York
– -$60K -18,668 Closed
Barclays
49
Barclays
United Kingdom
– -$20.8K -7,626 -99%
TRCT
50
Tower Research Capital (TRC)
New York
– -$16K -4,984 Closed
1
2
3

BWEN Hedge Fund Activity: Q4 2017 in Review

46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2017, worth a combined $18.2M — down 30% from $26M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BWEN and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Grace & White Inc, adding an estimated $988K. The largest seller was Numeric Investors, exiting entirely with an estimated $2.65M sold.

  • 46 institutional investors held Broadwind (BWEN) as of Q4 2017, down from 50 in Q3 2017.
  • Funds reported $18.2M of Broadwind stock for Q4 2017, down 30% quarter-over-quarter.
  • 8 funds opened new Broadwind positions in Q4 2017 and 11 closed out, a net change of -3 holders.
  • The largest Broadwind buyer in Q4 2017 was Grace & White Inc, an estimated $988K added.
  • The largest Broadwind seller in Q4 2017 was Numeric Investors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2017.