Broadwind
BWEN
33 hedge funds and large institutions have $11.1M invested in Broadwind in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
0.74% more ownership
Funds ownership: 39.9% → 40.65% (+0.74%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
3% less funds holding
Funds holding: 34 → 33 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
36% less capital invested
Capital invested by funds: $17.3M → $11.1M (-$6.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$422K |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$157K |
| 3 |
AIC
AWM Investment Company
New York
|
+$95.9K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.9K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$4.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$278K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$29K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.4K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$24K |
| 5 |
BlackRock
New York
|
-$19.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $1K | – | – | – |
|
|
RIA
27
Realta Investment Advisors
Wilmington,
Delaware
| $1K | – | – | – |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $42 | – | – | – |
|
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$278K | -145,220 | -100% |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$29K | -13,251 | Closed |
|
|
31
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$24K | -10,800 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$3K | -1,291 | Closed |
|
|
EWM
33
Edge Wealth Management
New York
| – | -$1K | -112 | Closed |
|
34
Barclays
London,
United Kingdom
| – | +$12 | +6 | New |
|
BWEN Hedge Fund Activity: Q3 2019 in Review
33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q3 2019, worth a combined $11.1M — down 36% from $17.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BWEN and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was Essex Investment Management, adding an estimated $422K. The largest seller was Royal Bank of Canada, cutting an estimated $278K.
- 33 institutional investors held Broadwind (BWEN) as of Q3 2019, down from 34 in Q2 2019.
- Funds reported $11.1M of Broadwind stock for Q3 2019, down 36% quarter-over-quarter.
- 3 funds opened new Broadwind positions in Q3 2019 and 4 closed out, a net change of -1 holder.
- The largest Broadwind buyer in Q3 2019 was Essex Investment Management, an estimated $422K added.
- The largest Broadwind seller in Q3 2019 was Royal Bank of Canada, an estimated $278K sold.
Based on aggregated 13F filings for Q3 2019.