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Broadwind

41 hedge funds and large institutions have $10.2M invested in Broadwind in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more call options, than puts

Call options by funds: $33K | Put options by funds: $2K

3.52% less ownership

Funds ownership: 28.06%24.54% (-3.5%)

5% less funds holding

Funds holding: 4341 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

27% less capital invested

Capital invested by funds: $14M → $10.2M (-$3.79M)

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
19
Closed
8
Calls
$33K
Puts
$2K
Net Calls
+$31K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Alerus Financial
North Dakota
$24.9K
NA
27
NewEdge Advisors
Louisiana
$22.9K -$29.5K -15,543 -56%
JIR
28
James Investment Research
Ohio
$22.7K -$758 -399 -3%
Millennium Management
29
Millennium Management
New York
$20.5K -$43.3K -22,808 -68%
PI
30
PFG Investments
New York
$18.8K
Osaic Holdings
31
Osaic Holdings
Arizona
$18.3K -$1.02K -536 -5%
SS
32
SBI Securities
Japan
$3.74K +$3.77K +1,987 New
TRCT
33
Tower Research Capital (TRC)
New York
$3.03K -$764 -402 -20%
Simplex Trading
34
Simplex Trading
Illinois
$2K +$2.21K +1,162 +305%
UBS Group
35
UBS Group
Switzerland
$1.69K +$1.71K +900 +90,000%
Wells Fargo
36
Wells Fargo
California
$1.63K -$2.09K -1,100 -56%
Bank of America
37
Bank of America
North Carolina
$1.26K +$760 +400 +149%
Morgan Stanley
38
Morgan Stanley
New York
$603 -$2.1K -1,103 -77%
IA
39
IFP Advisors
Florida
$359 +$363 +191 New
JP Morgan Chase
40
JP Morgan Chase
New York
$86 +$87 +46 New
CAS
41
Coppell Advisory Solutions
Texas
$34
Russell Investments Group
42
Russell Investments Group
United Kingdom
-$815K -359,096 Closed
Boston Partners
43
Boston Partners
Massachusetts
-$418K -184,152 Closed
GCP
44
GSA Capital Partners
United Kingdom
-$341K -150,079 Closed
PFCS
45
Pale Fire Capital SE
Czech Republic
-$50K -22,026 Closed
LWM
46
Laidlaw Wealth Management
New York
-$24.1K -10,600 Closed
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
-$22.7K -10,000 Closed
Lazard Asset Management
48
Lazard Asset Management
New York
-$1K -535 Closed
FW
49
Fairway Wealth
Ohio
-$386 -170 Closed

BWEN Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2024, worth a combined $10.2M — down 27% from $14M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BWEN and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 8 added.

The largest buyer was Grace & White Inc, adding an estimated $504K. The largest seller was Russell Investments Group, exiting entirely with an estimated $815K sold.

  • 41 institutional investors held Broadwind (BWEN) as of Q4 2024, down from 43 in Q3 2024.
  • Funds reported $10.2M of Broadwind stock for Q4 2024, down 27% quarter-over-quarter.
  • 6 funds opened new Broadwind positions in Q4 2024 and 8 closed out, a net change of -2 holders.
  • The largest Broadwind buyer in Q4 2024 was Grace & White Inc, an estimated $504K added.
  • The largest Broadwind seller in Q4 2024 was Russell Investments Group, an estimated $815K sold.

Based on aggregated 13F filings for Q4 2024.