Broadwind
BWEN
46 hedge funds and large institutions have $18.2M invested in Broadwind in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 11 closing their positions.
8% less funds holding
Funds holding: 50 → 46 (-4)
9.07% less ownership
Funds ownership: 53.14% → 44.07% (-9.1%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
30% less capital invested
Capital invested by funds: $26M → $18.2M (-$7.82M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWI
Grace & White Inc
Ny,
New York
|
+$988K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$485K |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$438K |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
+$189K |
| 5 |
VF
Virtu Financial
New York
|
+$39.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$2.65M |
| 2 |
AIC
AWM Investment Company
New York
|
-$736K |
| 3 |
GJL
Gendell Jeffrey L
|
-$723K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$550K |
| 5 |
Credit Agricole
Montrouge Cedex,
France
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | -$15K | -4,746 | Closed |
|
|
NFA
52
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$8K | -2,432 | Closed |
|
|
NSIM
53
North Star Investment Management
Chicago,
Illinois
| – | -$1K | -350 | Closed |
|
|
CG
54
Cutler Group
San Francisco,
California
| – | +$131 | +48 | New |
|
BWEN Hedge Fund Activity: Q4 2017 in Review
46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2017, worth a combined $18.2M — down 30% from $26M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BWEN and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Grace & White Inc, adding an estimated $988K. The largest seller was Numeric Investors, exiting entirely with an estimated $2.65M sold.
- 46 institutional investors held Broadwind (BWEN) as of Q4 2017, down from 50 in Q3 2017.
- Funds reported $18.2M of Broadwind stock for Q4 2017, down 30% quarter-over-quarter.
- 8 funds opened new Broadwind positions in Q4 2017 and 11 closed out, a net change of -3 holders.
- The largest Broadwind buyer in Q4 2017 was Grace & White Inc, an estimated $988K added.
- The largest Broadwind seller in Q4 2017 was Numeric Investors, an estimated $2.65M sold.
Based on aggregated 13F filings for Q4 2017.