We are live on ! Find out more
BWEN icon

Broadwind

51 hedge funds and large institutions have $16.2M invested in Broadwind in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,242% more call options, than puts

Call options by funds: $161K | Put options by funds: $12K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 5151 (0)

4.77% less ownership

Funds ownership: 32.06%27.29% (-4.8%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

26% less capital invested

Capital invested by funds: $22M → $16.2M (-$5.76M)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
16
Closed
13
Calls
$161K
Puts
$12K
Net Calls
+$149K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Baystate Wealth Management
Massachusetts
$54.5K
American Century Companies
27
American Century Companies
Missouri
$47.7K -$21.4K -8,111 -32%
TWM
28
TSA Wealth Management
Texas
$41.3K +$39.4K +14,923 New
LPL Financial
29
LPL Financial
California
$38.6K +$36.9K +13,950 New
XT
30
XTX Topco
Cayman Islands
$37.7K +$35.9K +13,599 New
AF
31
Alerus Financial
North Dakota
$36.7K
VF
32
Virtu Financial
New York
$36K +$34.6K +13,092 New
QC
33
Quadrature Capital
United Kingdom
$33.2K -$94.8K -35,883 -75%
LCM
34
Legato Capital Management
California
$31K
LWM
35
Laidlaw Wealth Management
New York
$29.4K -$528 -200 -2%
Squarepoint
36
Squarepoint
New York
$29.3K -$6.85K -2,593 -20%
Osaic Holdings
37
Osaic Holdings
Arizona
$19.8K -$3.96K -1,500 -17%
UBS Group
38
UBS Group
Switzerland
$7.48K +$7.13K +2,701 New
TRCT
39
Tower Research Capital (TRC)
New York
$7.07K +$2.83K +1,073 +73%
Wells Fargo
40
Wells Fargo
California
$5.58K +$26 +10 +0.5%
SC
41
Steph & Co
Wisconsin
$5.54K +$5.28K +2,000 New
FFA
42
Farther Finance Advisors
California
$3.94K +$3.76K +1,424 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.94K
CFGS
44
Concourse Financial Group Securities
Alabama
$999 +$954 +361 New
FW
45
Fairway Wealth
Ohio
$471 +$449 +170 New
JP Morgan Chase
46
JP Morgan Chase
New York
$335 +$320 +121 New
Bank of America
47
Bank of America
North Carolina
$310 -$6.04K -2,286 -95%
NA
48
NewEdge Advisors
Louisiana
$285
ASN
49
Advisory Services Network
Georgia
$277 +$264 +100 New
KFS
50
Kelly Financial Services
Massachusetts
$69

BWEN Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2023, worth a combined $16.2M — down 26% from $22M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWEN positions and 13 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Grace & White Inc, adding an estimated $856K. The largest seller was AIGH Capital Management, exiting entirely with an estimated $3.17M sold.

  • 51 institutional investors held Broadwind (BWEN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $16.2M of Broadwind stock for Q4 2023, down 26% quarter-over-quarter.
  • 14 funds opened new Broadwind positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest Broadwind buyer in Q4 2023 was Grace & White Inc, an estimated $856K added.
  • The largest Broadwind seller in Q4 2023 was AIGH Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q4 2023.