Broadwind
BWEN
32 hedge funds and large institutions have $11.7M invested in Broadwind in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $11.1M → $11.7M (+$586K)
2.37% more ownership
Funds ownership: 40.65% → 43.02% (+2.4%)
3% less funds holding
Funds holding: 33 → 32 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
26
Realta Investment Advisors
Wilmington,
Delaware
| $1K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | +$586 | +366 | New |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $42 | – | – | – |
|
29
Victory Capital Management
San Antonio,
Texas
| – | -$4K | -2,564 | Closed |
|
|
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$2K | -1,400 | Closed |
|
31
Bank of America
Charlotte,
North Carolina
| – | -$1K | -394 | Closed |
|
32
Citigroup
New York
| – | -$400 | -250 | -50% |
|
BWEN Hedge Fund Activity: Q4 2019 in Review
32 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2019, worth a combined $11.7M — up 5.3% from $11.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BWEN and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.
The largest buyer was AWM Investment Company, adding an estimated $229K. The largest seller was Dimensional Fund Advisors, cutting an estimated $78K.
- 32 institutional investors held Broadwind (BWEN) as of Q4 2019, down from 33 in Q3 2019.
- Funds reported $11.7M of Broadwind stock for Q4 2019, up 5.3% quarter-over-quarter.
- 4 funds opened new Broadwind positions in Q4 2019 and 5 closed out, a net change of -1 holder.
- The largest Broadwind buyer in Q4 2019 was AWM Investment Company, an estimated $229K added.
- The largest Broadwind seller in Q4 2019 was Dimensional Fund Advisors, an estimated $78K sold.
Based on aggregated 13F filings for Q4 2019.