Broadwind
BWEN
57 hedge funds and large institutions have $94M invested in Broadwind in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.
204% more call options, than puts
Call options by funds: $1.03M | Put options by funds: $340K
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
43% more capital invested
Capital invested by funds: $65.5M → $94M (+$28.4M)
19% more funds holding
Funds holding: 48 → 57 (+9)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$3.95M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.92M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.33M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$950K |
| 5 |
AG
Aperio Group
Sausalito,
California
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
|
-$1.95M |
| 2 |
Renaissance Technologies
New York
|
-$1.13M |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$796K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$392K |
| 5 |
Two Sigma Investments
New York
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
51
Pathstone Family Office
Englewood,
New Jersey
| $1K | – | – | – |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
|
NES
53
New England Securities
New York
| $1K | +$605 | +62 | New |
|
54
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $8 | +$1.64K | +168 | +35% |
|
|
CS
55
Credit Suisse
Zurich,
Switzerland
| – | -$392K | -41,572 | Closed |
|
|
56
Two Sigma Investments
New York
| – | -$295K | -31,137 | Closed |
|
|
N
57
Natixis
Paris,
France
| – | -$184K | -18,817 | Closed |
|
|
TAM
58
Telluride Asset Management
Wayzata,
Minnesota
| – | -$127K | -13,406 | Closed |
|
|
PG
59
PEAK6 Group
Chicago,
Illinois
| – | -$97K | -10,251 | Closed |
|
60
Barclays
London,
United Kingdom
| – | -$66K | -6,767 | -100% |
|
61
BlackRock
New York
| – | +$127 | +13 | New |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | +$146 | +15 | New |
|
BWEN Hedge Fund Activity: Q1 2014 in Review
57 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2014, worth a combined $94M — up 43% from $65.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BWEN positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was ACK Asset Management, opening a new position worth an estimated $3.95M. The largest seller was Austin W. Marxe & David M. Greenhouse, cutting an estimated $1.95M.
- 57 institutional investors held Broadwind (BWEN) as of Q1 2014, up from 48 in Q4 2013.
- Funds reported $94M of Broadwind stock for Q1 2014, up 43% quarter-over-quarter.
- 15 funds opened new Broadwind positions in Q1 2014 and 6 closed out, a net change of +9 holders.
- The largest Broadwind buyer in Q1 2014 was ACK Asset Management, an estimated $3.95M added.
- The largest Broadwind seller in Q1 2014 was Austin W. Marxe & David M. Greenhouse, an estimated $1.95M sold.
Based on aggregated 13F filings for Q1 2014.