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Broadwind

46 hedge funds and large institutions have $13.9M invested in Broadwind in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.19% less ownership

Funds ownership: 27.29%27.11% (-0.19%)

10% less funds holding

Funds holding: 5146 (-5)

14% less capital invested

Capital invested by funds: $16.2M → $13.9M (-$2.28M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

56% less call options, than puts

Call options by funds: $60K | Put options by funds: $137K

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
8
Calls
$60K
Puts
$137K
Net Calls
-$77K
Net Calls Change
-$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$46.9K +$48.3K +19,687 New
American Century Companies
27
American Century Companies
Missouri
$39K -$2.09K -851 -5%
TWM
28
TSA Wealth Management
Texas
$35.5K
LCM
29
Legato Capital Management
California
$35.2K +$8.87K +3,614 +32%
AF
30
Alerus Financial
North Dakota
$31.5K
UBS Group
31
UBS Group
Switzerland
$27.8K +$22K +8,965 +332%
LWM
32
Laidlaw Wealth Management
New York
$25.2K
PI
33
PFG Investments
New York
$23.8K +$24.6K +10,010 New
Morgan Stanley
34
Morgan Stanley
New York
$23.5K -$39.4K -16,056 -62%
Simplex Trading
35
Simplex Trading
Illinois
$17K +$17.6K +7,159 New
Osaic Holdings
36
Osaic Holdings
Arizona
$12.2K -$4.91K -2,000 -28%
TRCT
37
Tower Research Capital (TRC)
New York
$5.93K -$150 -61 -2%
Group One Trading
38
Group One Trading
Illinois
$5.21K +$5.37K +2,188 New
Wells Fargo
39
Wells Fargo
California
$4.8K +$7 +3 +0.1%
SC
40
Steph & Co
Wisconsin
$4.76K
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.67K
FW
42
Fairway Wealth
Ohio
$405
NA
43
NewEdge Advisors
Louisiana
$245
Bank of America
44
Bank of America
North Carolina
$238 -$29 -12 -11%
JP Morgan Chase
45
JP Morgan Chase
New York
$112 -$182 -74 -61%
KFS
46
Kelly Financial Services
Massachusetts
$60
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-$83.7K -34,135 Closed
XT
48
XTX Topco
Cayman Islands
-$37.7K -13,599 Closed
VF
49
Virtu Financial
New York
-$36K -13,092 Closed
QC
50
Quadrature Capital
United Kingdom
-$33.2K -12,033 Closed

BWEN Hedge Fund Activity: Q1 2024 in Review

46 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2024, worth a combined $13.9M — down 14% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BWEN and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was GSA Capital Partners, adding an estimated $216K. The largest seller was Millennium Management, cutting an estimated $157K.

  • 46 institutional investors held Broadwind (BWEN) as of Q1 2024, down from 51 in Q4 2023.
  • Funds reported $13.9M of Broadwind stock for Q1 2024, down 14% quarter-over-quarter.
  • 5 funds opened new Broadwind positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest Broadwind buyer in Q1 2024 was GSA Capital Partners, an estimated $216K added.
  • The largest Broadwind seller in Q1 2024 was Millennium Management, an estimated $157K sold.

Based on aggregated 13F filings for Q1 2024.