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Broadwind
BWEN

52 hedge funds and large institutions have $20.5M invested in Broadwind in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $98K | Put options by funds: $38K

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

47% more capital invested

Capital invested by funds: $13.9M → $20.5M (+$6.6M)

13% more funds holding

Funds holding: 46 → 52 (+6)

1.87% more ownership

Funds ownership: 27.11% → 28.97% (+1.9%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
11
Closed
6
Calls
$98K
Puts
$38K
Net Calls
+$60K
Net Calls Change
+$137K

Top Buyers

1
MG
Mather Group
Illinois
+$451K
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$387K
3
Boston Partners
Boston Partners
Massachusetts
+$288K
4
Goldman Sachs
Goldman Sachs
New York
+$190K
5
NA
NewEdge Advisors
Louisiana
+$175K

Top Sellers

1
EIM
Essex Investment Management
Massachusetts
-$383K
2
QOP
Quinn Opportunity Partners
Virginia
-$214K
3
Citadel Advisors
Citadel Advisors
Florida
-$175K
4
GCP
GSA Capital Partners
United Kingdom
-$169K
5
Marshall Wace
Marshall Wace
United Kingdom
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
26
RBF Capital
California
$147K – – –
LPL Financial
27
LPL Financial
California
$132K +$39K +13,050 +48%
Northern Trust
28
Northern Trust
Illinois
$121K +$7.27K +2,434 +7%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$105K +$95.9K +32,093 New
CSS
30
Cubist Systematic Strategies
Connecticut
$84.3K +$76.8K +25,713 New
RWM
31
Ritholtz Wealth Management
New York
$82.7K +$75.3K +25,206 New
Squarepoint
32
Squarepoint
New York
$52.6K +$47.9K +16,034 New
LCM
33
Legato Capital Management
California
$48.6K – – –
LCC
34
Lincoln Capital Corp
Rhode Island
$47.5K -$18.3K -6,110 -30%
AF
35
Alerus Financial
North Dakota
$43.4K – – –
JIR
36
James Investment Research
Ohio
$41.4K +$37.7K +12,631 New
Osaic Holdings
37
Osaic Holdings
Arizona
$37K +$18.4K +6,150 +120%
SSA
38
Schonfeld Strategic Advisors
New York
$35.8K -$76.2K -25,500 -70%
LWM
39
Laidlaw Wealth Management
New York
$34.8K – – –
PI
40
PFG Investments
New York
$32.8K -$30 -10 -0.1%
UBS Group
41
UBS Group
Switzerland
$17.3K -$19.1K -6,382 -55%
Citadel Advisors
42
Citadel Advisors
Florida
$12.7K -$175K -58,475 -94%
TRCT
43
Tower Research Capital (TRC)
New York
$7.14K -$932 -312 -13%
SC
44
Steph & Co
Wisconsin
$6.56K – – –
Wells Fargo
45
Wells Fargo
California
$6.45K -$152 -51 -3%
Morgan Stanley
46
Morgan Stanley
New York
$4.9K -$25K -8,362 -85%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.3K – – –
Bank of America
48
Bank of America
North Carolina
$856 +$481 +161 +161%
FW
49
Fairway Wealth
Ohio
$558 – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$164 +$149 +50 New
1
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BWEN Hedge Fund Activity: Q2 2024 in Review

52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2024, worth a combined $20.5M — up 47% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BWEN positions and 6 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Mather Group, opening a new position worth an estimated $451K. The largest seller was Essex Investment Management, cutting an estimated $383K.

  • 52 institutional investors held Broadwind (BWEN) as of Q2 2024, up from 46 in Q1 2024.
  • Funds reported $20.5M of Broadwind stock for Q2 2024, up 47% quarter-over-quarter.
  • 12 funds opened new Broadwind positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Broadwind buyer in Q2 2024 was Mather Group, an estimated $451K added.
  • The largest Broadwind seller in Q2 2024 was Essex Investment Management, an estimated $383K sold.

Based on aggregated 13F filings for Q2 2024.