Broadwind
BWEN
54 hedge funds and large institutions have $28.5M invested in Broadwind in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 5 closing their positions.
46.44% more ownership
Funds ownership: 0% → 46.44% (+46%)
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4% less funds holding
Funds holding: 56 → 54 (-2)
6% less capital invested
Capital invested by funds: $30.2M → $28.5M (-$1.71M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$309K |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
+$285K |
| 3 |
BRF
B. Riley Financial
Los Angeles,
California
|
+$230K |
| 4 |
AIC
AWM Investment Company
New York
|
+$212K |
| 5 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$130K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$114K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$108K |
| 4 |
Morgan Stanley
New York
|
-$67.9K |
| 5 |
Goldman Sachs
New York
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EDRH
51
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$130K | -29,529 | Closed |
|
|
VKH
52
Virtu KCG Holdings
New York
| – | -$114K | -25,820 | Closed |
|
|
CG
53
Cutler Group
San Francisco,
California
| – | -$1K | -352 | Closed |
|
54
Simplex Trading
Chicago,
Illinois
| – | -$1K | -228 | Closed |
|
55
Bank of America
Charlotte,
North Carolina
| – | -$793 | -187 | -95% |
|
BWEN Hedge Fund Activity: Q4 2016 in Review
54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2016, worth a combined $28.5M — down 5.7% from $30.2M a quarter earlier.
Fund positioning in BWEN was balanced in Q4 2016: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 12 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $309K. The largest seller was Edmond de Rothschild Holding, exiting entirely with an estimated $130K sold.
- 54 institutional investors held Broadwind (BWEN) as of Q4 2016, down from 56 in Q3 2016.
- Funds reported $28.5M of Broadwind stock for Q4 2016, down 5.7% quarter-over-quarter.
- 5 funds opened new Broadwind positions in Q4 2016 and 5 closed out, a net change of 0 holders.
- The largest Broadwind buyer in Q4 2016 was Renaissance Technologies, an estimated $309K added.
- The largest Broadwind seller in Q4 2016 was Edmond de Rothschild Holding, an estimated $130K sold.
Based on aggregated 13F filings for Q4 2016.