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Broadwind
BWEN

54 hedge funds and large institutions have $29.2M invested in Broadwind in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $985K | Put options by funds: $255K

276% more capital invested

Capital invested by funds: $7.75M → $29.2M (+$21.4M)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

32% more funds holding

Funds holding: 41 → 54 (+13)

14.32% more ownership

Funds ownership: 22.13% → 36.45% (+14%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
10
Reduced
11
Closed
12
Calls
$985K
Puts
$255K
Net Calls
+$730K
Net Calls Change
+$704K

Top Buyers

Rank Fund Capital Flow
1
ACM
AIGH Capital Management
Maryland
+$4.26M
2
QOP
Quinn Opportunity Partners
Virginia
+$2.13M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.35M
4
EI
EAM Investors
California
+$1.33M
5
WVP
Worth Venture Partners
New Jersey
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
GWI
Grace & White Inc
New York
-$1.38M
2
EIM
Essex Investment Management
Massachusetts
-$691K
3
Renaissance Technologies
Renaissance Technologies
New York
-$371K
4
Citadel Advisors
Citadel Advisors
Florida
-$328K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$177K +$196K +45,992 New
Russell Investments Group
27
Russell Investments Group
United Kingdom
$177K +$196K +45,992 New
RC
28
RBF Capital
California
$173K – – –
Jane Street
29
Jane Street
New York
$134K +$148K +34,855 New
Northern Trust
30
Northern Trust
Illinois
$123K +$11.8K +2,772 +9%
Goldman Sachs
31
Goldman Sachs
New York
$110K +$121K +28,526 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$108K +$120K +28,081 +73,897%
OQS
33
Occudo Quantitative Strategies
Florida
$96.9K +$107K +25,241 New
CSS
34
Cubist Systematic Strategies
Connecticut
$79.4K +$88K +20,666 New
BWM
35
Baystate Wealth Management
Massachusetts
$75.6K – – –
LCM
36
Legato Capital Management
California
$67K -$58.6K -13,773 -44%
AF
37
Alerus Financial
North Dakota
$50.8K – – –
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$46K +$51.2K +12,024 New
Group One Trading
39
Group One Trading
Illinois
$45.3K +$50.3K +11,809 New
AG
40
Algert Global
California
$43K -$6.81K -1,600 -13%
SG Americas Securities
41
SG Americas Securities
New York
$43K +$264 +62 +0.6%
LWM
42
Laidlaw Wealth Management
New York
$41.5K -$1.51K -355 -3%
CMG
43
Cavalry Management Group
California
$40.3K -$102K -24,020 -70%
JF
44
Jump Financial
Illinois
$38.4K +$42.6K +10,000 New
Morgan Stanley
45
Morgan Stanley
New York
$31.3K -$400 -94 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$21.6K – – –
CG
47
Cutler Group
California
$9K +$10.6K +2,500 New
Wells Fargo
48
Wells Fargo
California
$7.66K +$9 +2 +0.1%
BAM
49
Belpointe Asset Management
Nevada
$5.38K +$5.96K +1,400 New
Bank of America
50
Bank of America
North Carolina
$2.51K +$2.27K +532 +436%
1
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BWEN Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2023, worth a combined $29.2M — up 276% from $7.75M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BWEN positions and 12 closed out — a net gain of 13 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was AIGH Capital Management, opening a new position worth an estimated $4.26M. The largest seller was Grace & White Inc, cutting an estimated $1.38M.

  • 54 institutional investors held Broadwind (BWEN) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $29.2M of Broadwind stock for Q1 2023, up 276% quarter-over-quarter.
  • 25 funds opened new Broadwind positions in Q1 2023 and 12 closed out, a net change of +13 holders.
  • The largest Broadwind buyer in Q1 2023 was AIGH Capital Management, an estimated $4.26M added.
  • The largest Broadwind seller in Q1 2023 was Grace & White Inc, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2023.