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Broadwind
BWEN

37 hedge funds and large institutions have $14.2M invested in Broadwind in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% less ownership

Funds ownership: 44.07% → 42.19% (-1.9%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

20% less funds holding

Funds holding: 46 → 37 (-9)

22% less capital invested

Capital invested by funds: $18.2M → $14.2M (-$3.96M)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9K

Holders
37
Holders Change
-9
Holders Change %
-19.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
8
Closed
11
Calls
–
Puts
$9K
Net Calls
-$9K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
GWI
Grace & White Inc
New York
+$354K
2
AG
Advisor Group
Arizona
+$92.5K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$68.6K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$44.6K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$43.6K

Top Sellers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
-$862K
2
Macquarie Group
Macquarie Group
Australia
-$115K
3
Renaissance Technologies
Renaissance Technologies
New York
-$61K
4
VF
Virtu Financial
New York
-$40K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
26
Zurich Cantonal Bank
Switzerland
$19K – – –
Simplex Trading
27
Simplex Trading
Illinois
$19K +$1.27K +523 +6%
Macquarie Group
28
Macquarie Group
Australia
$11K -$115K -47,107 -90%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$11K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$9K – – –
Barclays
31
Barclays
United Kingdom
$9K +$10.1K +4,136 +3,693%
Morgan Stanley
32
Morgan Stanley
New York
$2K -$3.18K -1,306 -56%
Citigroup
33
Citigroup
New York
$1K – – –
EWM
34
Edge Wealth Management
New York
$1K – – –
PCM
35
Poehling Capital Management
Wisconsin
$1K – – –
VF
36
Virtu Financial
New York
– -$40K -14,647 Closed
OSAM
37
O'Shaughnessy Asset Management
Connecticut
– -$33K -12,130 Closed
JP Morgan Chase
38
JP Morgan Chase
New York
– -$25K -9,311 Closed
PAM
39
Panagora Asset Management
Massachusetts
– -$15K -5,405 Closed
UBS Group
40
UBS Group
Switzerland
– -$8K -2,825 Closed
PCM
41
Prelude Capital Management
New York
– -$7K -2,693 Closed
GWM
42
Geneos Wealth Management
Colorado
– -$1K -380 Closed
GI
43
GS Investments
Minnesota
– -$60 -22 Closed
1
2

BWEN Hedge Fund Activity: Q1 2018 in Review

37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2018, worth a combined $14.2M — down 22% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BWEN and 2 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Grace & White Inc, adding an estimated $354K. The largest seller was Gendell Jeffrey L, cutting an estimated $862K.

  • 37 institutional investors held Broadwind (BWEN) as of Q1 2018, down from 46 in Q4 2017.
  • Funds reported $14.2M of Broadwind stock for Q1 2018, down 22% quarter-over-quarter.
  • 2 funds opened new Broadwind positions in Q1 2018 and 11 closed out, a net change of -9 holders.
  • The largest Broadwind buyer in Q1 2018 was Grace & White Inc, an estimated $354K added.
  • The largest Broadwind seller in Q1 2018 was Gendell Jeffrey L, an estimated $862K sold.

Based on aggregated 13F filings for Q1 2018.