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Broadwind

34 hedge funds and large institutions have $7.98M invested in Broadwind in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% more ownership

Funds ownership: 39.92%40.13% (+0.21%)

6% less funds holding

Funds holding: 3634 (-2)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

41% less capital invested

Capital invested by funds: $13.5M → $7.98M (-$5.48M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$3K
TRCT
27
Tower Research Capital (TRC)
New York
$2K -$928 -520 -28%
Citigroup
28
Citigroup
New York
$1K
Morgan Stanley
29
Morgan Stanley
New York
$1K +$262 +147 +15%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.07K +600 New
AAMU
31
Amundi Asset Management US
Massachusetts
$189
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
-$11K -5,000 Closed
Bank of America
33
Bank of America
North Carolina
-$1K -584 Closed
Simplex Trading
34
Simplex Trading
Illinois
-$335 -188 Closed

BWEN Hedge Fund Activity: Q4 2018 in Review

34 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2018, worth a combined $7.98M — down 41% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BWEN and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Grace & White Inc, adding an estimated $467K. The largest seller was Vanguard Group, cutting an estimated $164K.

  • 34 institutional investors held Broadwind (BWEN) as of Q4 2018, down from 36 in Q3 2018.
  • Funds reported $7.98M of Broadwind stock for Q4 2018, down 41% quarter-over-quarter.
  • 2 funds opened new Broadwind positions in Q4 2018 and 4 closed out, a net change of -2 holders.
  • The largest Broadwind buyer in Q4 2018 was Grace & White Inc, an estimated $467K added.
  • The largest Broadwind seller in Q4 2018 was Vanguard Group, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2018.