Broadwind
BWEN
33 hedge funds and large institutions have $9.04M invested in Broadwind in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
7% more capital invested
Capital invested by funds: $8.44M → $9.04M (+$601K)
1% less call options, than puts
Call options by funds: $404K | Put options by funds: $409K
2.22% less ownership
Funds ownership: 23.04% → 20.81% (-2.2%)
8% less funds holding
Funds holding: 36 → 33 (-3)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$172K |
| 2 |
GWI
Grace & White Inc
Ny,
New York
|
+$110K |
| 3 |
AF
Alerus Financial
Grand Forks,
North Dakota
|
+$45.3K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$38.9K |
| 5 |
B
Bailard
Foster City,
California
|
+$35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
E
Ergoteles
New York
|
-$142K |
| 2 |
Millennium Management
New York
|
-$132K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$126K |
| 4 |
Renaissance Technologies
New York
|
-$110K |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Group One Trading
Chicago,
Illinois
| $3K | -$7.42K | -3,811 | -75% |
|
|
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $3K | – | – | – |
|
28
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | +$411 | +211 | +104% |
|
|
KFS
29
Kelly Financial Services
Braintree,
Massachusetts
| $54 | – | – | – |
|
|
E
30
Ergoteles
New York
| – | -$142K | -75,712 | Closed |
|
|
31
Millennium Management
New York
| – | -$132K | -70,386 | Closed |
|
|
ICM
32
Invenomic Capital Management
Boston,
Massachusetts
| – | -$93K | -49,174 | Closed |
|
33
Marshall Wace
London,
United Kingdom
| – | -$84K | -44,442 | Closed |
|
|
VF
34
Virtu Financial
New York
| – | -$83K | -43,912 | Closed |
|
35
Goldman Sachs
New York
| – | -$72K | -38,283 | Closed |
|
36
Citadel Advisors
Miami,
Florida
| – | -$63.5K | -32,632 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$10K | -5,262 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$2.7K | -1,387 | -97% |
|
|
T
39
TCWP
Beachwood,
Ohio
| – | +$463 | +238 | New |
|
|
GWM
40
Geneos Wealth Management
Englewood,
Colorado
| – | +$740 | +380 | New |
|
BWEN Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2022, worth a combined $9.04M — up 7.1% from $8.44M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BWEN and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Essex Investment Management, adding an estimated $172K. The largest seller was Ergoteles, exiting entirely with an estimated $142K sold.
- 33 institutional investors held Broadwind (BWEN) as of Q1 2022, down from 36 in Q4 2021.
- Funds reported $9.04M of Broadwind stock for Q1 2022, up 7.1% quarter-over-quarter.
- 5 funds opened new Broadwind positions in Q1 2022 and 8 closed out, a net change of -3 holders.
- The largest Broadwind buyer in Q1 2022 was Essex Investment Management, an estimated $172K added.
- The largest Broadwind seller in Q1 2022 was Ergoteles, an estimated $142K sold.
Based on aggregated 13F filings for Q1 2022.