Broadwind
BWEN
30 hedge funds and large institutions have $9.93M invested in Broadwind in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 6 closing their positions.
24% more capital invested
Capital invested by funds: $7.98M → $9.93M (+$1.94M)
3.47% less ownership
Funds ownership: 40.13% → 36.66% (-3.5%)
12% less funds holding
Funds holding: 34 → 30 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
75% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$92.4K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$5.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$333K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$70.4K |
| 3 |
WC
Wynnefield Capital
New York
|
-$65K |
| 4 |
RC
RBF Capital
San Francisco,
California
|
-$56.4K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Realta Investment Advisors
Wilmington,
Delaware
| $1K | +$933 | +600 | New |
|
|
KFS
27
Kelly Financial Services
Braintree,
Massachusetts
| $42 | +$39 | +25 | New |
|
|
WC
28
Wynnefield Capital
New York
| – | -$65K | -50,000 | Closed |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$28K | -21,602 | Closed |
|
30
Citadel Advisors
Miami,
Florida
| – | -$15K | -11,892 | Closed |
|
|
TSS
31
Two Sigma Securities
New York
| – | -$15K | -11,884 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$11K | -8,812 | Closed |
|
33
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$3K | -2,264 | Closed |
|
BWEN Hedge Fund Activity: Q1 2019 in Review
30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2019, worth a combined $9.93M — up 24% from $7.98M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BWEN and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 2 added.
The largest buyer was Vanguard Group, adding an estimated $92.4K. The largest seller was Advisor Group, cutting an estimated $333K.
- 30 institutional investors held Broadwind (BWEN) as of Q1 2019, down from 34 in Q4 2018.
- Funds reported $9.93M of Broadwind stock for Q1 2019, up 24% quarter-over-quarter.
- 2 funds opened new Broadwind positions in Q1 2019 and 6 closed out, a net change of -4 holders.
- The largest Broadwind buyer in Q1 2019 was Vanguard Group, an estimated $92.4K added.
- The largest Broadwind seller in Q1 2019 was Advisor Group, an estimated $333K sold.
Based on aggregated 13F filings for Q1 2019.