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Broadwind
BWEN

50 hedge funds and large institutions have $64.7M invested in Broadwind in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more capital invested

Capital invested by funds: $20M → $64.7M (+$44.7M)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

16% more funds holding

Funds holding: 43 → 50 (+7)

6.53% more ownership

Funds ownership: 41.4% → 47.93% (+6.5%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
9
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.8M
2
Millennium Management
Millennium Management
New York
+$1.14M
3
TAM
THB Asset Management
Connecticut
+$925K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$690K
5
BCM
Bridgeway Capital Management
Texas
+$353K

Top Sellers

Rank Fund Capital Flow
1
LCG
Luxor Capital Group
New York
-$3.02M
2
AAMU
Amundi Asset Management US
Massachusetts
-$1.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$816K
4
EIM
Essex Investment Management
Massachusetts
-$643K
5
GWI
Grace & White Inc
New York
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$226K +$8.22K +1,899 +7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$202K +$110K +25,501 New
Two Sigma Investments
28
Two Sigma Investments
New York
$189K -$165K -38,082 -62%
SEI Investments
29
SEI Investments
Pennsylvania
$180K -$77.3K -17,865 -44%
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$175K +$727 +168 +0.8%
HIIFS
31
Harel Insurance Investments & Financial Services
Israel
$128K +$21.6K +5,000 New
Goldman Sachs
32
Goldman Sachs
New York
$109K +$59.7K +13,790 New
CFG
33
Citizens Financial Group
Rhode Island
$98K +$53.3K +12,326 New
Citadel Advisors
34
Citadel Advisors
Florida
$95K -$267K -61,616 -84%
TRCT
35
Tower Research Capital (TRC)
New York
$47K +$25.6K +5,927 New
Wells Fargo
36
Wells Fargo
California
$33K +$17.3K +4,005 +4,712%
SPIA
37
Steward Partners Investment Advisory
New York
$25K +$13.4K +3,100 New
Osaic Holdings
38
Osaic Holdings
Arizona
$17K -$3.72K -860 -28%
CL
39
COWA LLC
Oklahoma
$17K +$8.65K +2,000 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$16K – – –
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K – – –
Morgan Stanley
42
Morgan Stanley
New York
$10K +$800 +185 +17%
Bank of America
43
Bank of America
North Carolina
$1K -$2.3K -532 -84%
ASN
44
Advisory Services Network
Georgia
$1K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
GWM
46
Geneos Wealth Management
Colorado
$1K – – –
PFO
47
Pathstone Family Office
New Jersey
$1K – – –
KFS
48
Kelly Financial Services
Massachusetts
$198 – – –
B
49
Bailard
California
– -$128K -44,705 Closed
Two Sigma Advisers
50
Two Sigma Advisers
New York
– -$66K -23,100 Closed
1
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BWEN Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2020, worth a combined $64.7M — up 223% from $20M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWEN positions and 7 closed out — a net gain of 7 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $7.8M. The largest seller was Luxor Capital Group, cutting an estimated $3.02M.

  • 50 institutional investors held Broadwind (BWEN) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $64.7M of Broadwind stock for Q4 2020, up 223% quarter-over-quarter.
  • 14 funds opened new Broadwind positions in Q4 2020 and 7 closed out, a net change of +7 holders.
  • The largest Broadwind buyer in Q4 2020 was Invesco, an estimated $7.8M added.
  • The largest Broadwind seller in Q4 2020 was Luxor Capital Group, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2020.