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Broadwind
BWEN

43 hedge funds and large institutions have $20M invested in Broadwind in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more funds holding

Funds holding: 41 → 43 (+2)

2.24% more ownership

Funds ownership: 39.16% → 41.4% (+2.2%)

18% less capital invested

Capital invested by funds: $24.4M → $20M (-$4.43M)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$700K
2
BCM
Bridgeway Capital Management
Texas
+$690K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$508K
4
AAMU
Amundi Asset Management US
Massachusetts
+$435K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$303K

Top Sellers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
-$1.03M
2
EI
EAM Investors
California
-$185K
3
EIM
Essex Investment Management
Massachusetts
-$173K
4
GWI
Grace & White Inc
New York
-$133K
5
VF
Virtu Financial
New York
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
DI
26
Dalton Investments
Nevada
$32K – – –
HIM
27
Hillsdale Investment Management
Ontario, Canada
$21K -$2K -500 -6%
Osaic Holdings
28
Osaic Holdings
Arizona
$9K -$2K -500 -14%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$6K +$7.98K +2,000 New
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$5.59K +1,400 New
Morgan Stanley
31
Morgan Stanley
New York
$3K +$160 +40 +4%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
GWM
33
Geneos Wealth Management
Colorado
$1K – – –
Bank of America
34
Bank of America
North Carolina
$1K +$2.52K +632 New
Millennium Management
35
Millennium Management
New York
$124 +$172K +43,140 New
KFS
36
Kelly Financial Services
Massachusetts
$72 – – –
AIC
37
AWM Investment Company
New York
– -$1.03M -275,000 Closed
VF
38
Virtu Financial
New York
– -$120K -31,930 Closed
Goldman Sachs
39
Goldman Sachs
New York
– -$71K -18,993 Closed
HF
40
HRT Financial
New York
– -$64K -17,122 Closed
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$53K -14,199 Closed
CFG
42
Citizens Financial Group
Rhode Island
– -$42K -11,200 Closed
TRCT
43
Tower Research Capital (TRC)
New York
– -$16K -4,318 Closed
UBS Group
44
UBS Group
Switzerland
– -$7K -1,957 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– -$359 -90 -90%
Wells Fargo
46
Wells Fargo
California
– -$40 -10 -11%
ASN
47
Advisory Services Network
Georgia
– +$399 +100 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
– +$399 +100 New
1
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BWEN Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q3 2020, worth a combined $20M — down 18% from $24.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BWEN positions and 8 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $700K. The largest seller was AWM Investment Company, exiting entirely with an estimated $1.03M sold.

  • 43 institutional investors held Broadwind (BWEN) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $20M of Broadwind stock for Q3 2020, down 18% quarter-over-quarter.
  • 10 funds opened new Broadwind positions in Q3 2020 and 8 closed out, a net change of +2 holders.
  • The largest Broadwind buyer in Q3 2020 was Bank of Montreal, an estimated $700K added.
  • The largest Broadwind seller in Q3 2020 was AWM Investment Company, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2020.