Broadwind
BWEN
35 hedge funds and large institutions have $9.59M invested in Broadwind in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
9% more funds holding
Funds holding: 32 → 35 (+3)
0.01% less ownership
Funds ownership: 43.02% → 43.01% (-0.01%)
18% less capital invested
Capital invested by funds: $11.7M → $9.59M (-$2.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$332K |
| 2 |
Renaissance Technologies
New York
|
+$82.8K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$56.7K |
| 4 |
AIC
AWM Investment Company
New York
|
+$25.1K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$25.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$272K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$35K |
| 3 |
GWI
Grace & White Inc
Ny,
New York
|
-$28.2K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$16.5K |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$3.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | +$391 | +234 | +64% |
|
|
KFS
28
Kelly Financial Services
Braintree,
Massachusetts
| $35 | – | – | – |
|
|
RIA
29
Realta Investment Advisors
Wilmington,
Delaware
| – | -$1K | -800 | Closed |
|
30
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$92 | +55 | New |
|
31
Wells Fargo
San Francisco,
California
| – | +$157 | +94 | New |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| – | +$167 | +100 | New |
|
|
PFO
33
Pathstone Family Office
Englewood,
New Jersey
| – | +$167 | +100 | New |
|
BWEN Hedge Fund Activity: Q1 2020 in Review
35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2020, worth a combined $9.59M — down 18% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BWEN positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Amundi Asset Management US, adding an estimated $332K. The largest seller was Aristides Capital, cutting an estimated $272K.
- 35 institutional investors held Broadwind (BWEN) as of Q1 2020, up from 32 in Q4 2019.
- Funds reported $9.59M of Broadwind stock for Q1 2020, down 18% quarter-over-quarter.
- 7 funds opened new Broadwind positions in Q1 2020 and 2 closed out, a net change of +5 holders.
- The largest Broadwind buyer in Q1 2020 was Amundi Asset Management US, an estimated $332K added.
- The largest Broadwind seller in Q1 2020 was Aristides Capital, an estimated $272K sold.
Based on aggregated 13F filings for Q1 2020.