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Broadwind
BWEN

60 hedge funds and large institutions have $61.4M invested in Broadwind in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

115% more capital invested

Capital invested by funds: $28.5M → $61.4M (+$32.9M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

11% more funds holding

Funds holding: 54 → 60 (+6)

2.43% more ownership

Funds ownership: 46.44% → 48.87% (+2.4%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
12
Closed
7
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.17M
2
NI
Numeric Investors
Massachusetts
+$2.65M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.07M
4
EIM
Essex Investment Management
Massachusetts
+$482K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$299K

Top Sellers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
-$2.79M
2
Credit Agricole
Credit Agricole
France
-$633K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$487K
4
GWI
Grace & White Inc
New York
-$484K
5
Franklin Resources
Franklin Resources
California
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
51
Roble Belko & Company
Pennsylvania
$2K +$1.03K +198 New
AG
52
Advisor Group
Arizona
$2K +$1.56K +300 +3,000%
Barclays
53
Barclays
United Kingdom
$1K – – –
EWM
54
Edge Wealth Management
New York
$1K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1K +$42 +8 +9%
PFO
56
Pathstone Family Office
New Jersey
$1K +$520 +100 New
Walleye Trading
57
Walleye Trading
New York
$439 +$248K +47,700 +954%
Credit Agricole
58
Credit Agricole
France
– -$633K -156,427 Closed
Franklin Resources
59
Franklin Resources
California
– -$405K -100,000 Closed
PVH
60
Psagot Value Holdings
Israel
– -$79K -19,531 Closed
SEI Investments
61
SEI Investments
Pennsylvania
– -$61K -14,972 Closed
Creative Planning
62
Creative Planning
Kansas
– -$8K -2,000 Closed
UBS Group
63
UBS Group
Switzerland
– -$9.41K -1,810 -98%
Group One Trading
64
Group One Trading
Illinois
– -$2.6K -500 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$1K -336 Closed
CPA
66
Clear Perspective Advisors
Illinois
– +$21 +4 New
1 2
3

BWEN Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2017, worth a combined $61.4M — up 115% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWEN positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $3.17M. The largest seller was B. Riley Financial, cutting an estimated $2.79M.

  • 60 institutional investors held Broadwind (BWEN) as of Q1 2017, up from 54 in Q4 2016.
  • Funds reported $61.4M of Broadwind stock for Q1 2017, up 115% quarter-over-quarter.
  • 17 funds opened new Broadwind positions in Q1 2017 and 7 closed out, a net change of +10 holders.
  • The largest Broadwind buyer in Q1 2017 was BlackRock, an estimated $3.17M added.
  • The largest Broadwind seller in Q1 2017 was B. Riley Financial, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2017.