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Broadwind
BWEN

41 hedge funds and large institutions have $24.4M invested in Broadwind in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $9.59M → $24.4M (+$14.9M)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

17% more funds holding

Funds holding: 35 → 41 (+6)

3.85% less ownership

Funds ownership: 43.01% → 39.16% (-3.8%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
7
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCG
Luxor Capital Group
New York
+$1.91M
2
EI
EAM Investors
California
+$560K
3
BCM
Bridgeway Capital Management
Texas
+$78K
4
Goldman Sachs
Goldman Sachs
New York
+$42.8K
5
HF
HRT Financial
New York
+$38.6K

Top Sellers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
-$2.49M
2
AAMU
Amundi Asset Management US
Massachusetts
-$546K
3
GWI
Grace & White Inc
New York
-$280K
4
EIM
Essex Investment Management
Massachusetts
-$248K
5
GJL
Gendell Jeffrey L
-$175K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
26
Dalton Investments
Nevada
$42K – – –
CFG
27
Citizens Financial Group
Rhode Island
$42K +$958 +425 +4%
HIM
28
Hillsdale Investment Management
Ontario, Canada
$30K +$17.8K +7,900 New
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$30K +$18.2K +8,078 New
TRCT
30
Tower Research Capital (TRC)
New York
$16K +$8.38K +3,718 +620%
Osaic Holdings
31
Osaic Holdings
Arizona
$14K -$451 -200 -5%
UBS Group
32
UBS Group
Switzerland
$7K -$2.25K -998 -34%
Morgan Stanley
33
Morgan Stanley
New York
$4K -$4.11K -1,825 -63%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
GWM
35
Geneos Wealth Management
Colorado
$1K +$857 +380 New
KFS
36
Kelly Financial Services
Massachusetts
$94 – – –
GJL
37
Gendell Jeffrey L
– -$175K -124,930 Closed
AC
38
Aristides Capital
Kentucky
– -$114K -81,300 Closed
Baird Financial Group
39
Baird Financial Group
Wisconsin
– -$47K -33,916 Closed
Zurich Cantonal Bank
40
Zurich Cantonal Bank
Switzerland
– -$40K -28,614 Closed
Victory Capital Management
41
Victory Capital Management
Texas
– -$6K -4,818 Closed
Wells Fargo
42
Wells Fargo
California
– +$2 +1 +1%
1
2

BWEN Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2020, worth a combined $24.4M — up 155% from $9.59M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BWEN positions and 7 closed out — a net gain of 6 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Luxor Capital Group, opening a new position worth an estimated $1.91M. The largest seller was AWM Investment Company, cutting an estimated $2.49M.

  • 41 institutional investors held Broadwind (BWEN) as of Q2 2020, up from 35 in Q1 2020.
  • Funds reported $24.4M of Broadwind stock for Q2 2020, up 155% quarter-over-quarter.
  • 13 funds opened new Broadwind positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest Broadwind buyer in Q2 2020 was Luxor Capital Group, an estimated $1.91M added.
  • The largest Broadwind seller in Q2 2020 was AWM Investment Company, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2020.