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Broadwind
BWEN

67 hedge funds and large institutions have $74.3M invested in Broadwind in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

42% more call options, than puts

Call options by funds: $311K | Put options by funds: $219K

18% more funds holding

Funds holding: 57 → 67 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less capital invested

Capital invested by funds: $94M → $74.3M (-$19.7M)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
18
Increased
23
Reduced
14
Closed
8
Calls
$311K
Puts
$219K
Net Calls
+$92K
Net Calls Change
-$603K

Top Buyers

1
SFM
Systematic Financial Management
New Jersey
+$3.31M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$2.89M
3
Morgan Stanley
Morgan Stanley
New York
+$1.54M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.23M
5
GCP
GSA Capital Partners
United Kingdom
+$1.03M

Top Sellers

1
AAM
ACK Asset Management
Connecticut
-$4.95M
2
TC
TFS Capital
Pennsylvania
-$1.27M
3
AWMDMG
Austin W. Marxe & David M. Greenhouse
New York
-$900K
4
CBOA
Commonwealth Bank of Australia
Australia
-$588K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$530K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
51
Psagot Value Holdings
Israel
$11K +$846 +74 +6%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K – – –
Citigroup
53
Citigroup
New York
$6K +$777 +68 +10%
Federated Hermes
54
Federated Hermes
Pennsylvania
$5K +$6.78K +593 New
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$4K +$5.82K +509 New
U
56
UBS
Switzerland
$3K – – –
Nomura Holdings
57
Nomura Holdings
Japan
$3K +$3.43K +300 New
Ameriprise
58
Ameriprise
Minnesota
$2K – – –
Wells Fargo
59
Wells Fargo
California
$1K -$82.5K -7,217 -99%
GC
60
Globeflex Capital
California
$1K -$423 -37 -17%
Creative Planning
61
Creative Planning
Kansas
$1K – – –
EWM
62
Edge Wealth Management
New York
$1K – – –
PFO
63
Pathstone Family Office
New Jersey
$1K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1K – – –
NES
65
New England Securities
New York
$1K +$1.03K +90 +145%
TRCT
66
Tower Research Capital (TRC)
New York
$1K +$1.04K +91 +607%
AAM
67
ACK Asset Management
Connecticut
– -$4.95M -404,818 Closed
CBOA
68
Commonwealth Bank of Australia
Australia
– -$588K -48,135 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$530K -46,333 Closed
EGA
70
Eagle Global Advisors
Texas
– -$202K -16,500 Closed
SCA
71
SAC Capital Advisors
Connecticut
– -$170K -13,900 Closed
EMG
72
Ellington Management Group
Connecticut
– -$152K -12,400 Closed
Deutsche Bank
73
Deutsche Bank
Germany
– -$90.3K -7,900 -100%
AllianceBernstein
74
AllianceBernstein
Tennessee
– -$2K -124 Closed
1 2
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BWEN Hedge Fund Activity: Q2 2014 in Review

67 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2014, worth a combined $74.3M — down 21% from $94M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BWEN positions and 8 closed out — a net gain of 10 holders — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Systematic Financial Management, opening a new position worth an estimated $3.31M. The largest seller was ACK Asset Management, exiting entirely with an estimated $4.95M sold.

  • 67 institutional investors held Broadwind (BWEN) as of Q2 2014, up from 57 in Q1 2014.
  • Funds reported $74.3M of Broadwind stock for Q2 2014, down 21% quarter-over-quarter.
  • 18 funds opened new Broadwind positions in Q2 2014 and 8 closed out, a net change of +10 holders.
  • The largest Broadwind buyer in Q2 2014 was Systematic Financial Management, an estimated $3.31M added.
  • The largest Broadwind seller in Q2 2014 was ACK Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q2 2014.