Broadwind
BWEN
44 hedge funds and large institutions have $46.4M invested in Broadwind in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 17 closing their positions.
137% more call options, than puts
Call options by funds: $311K | Put options by funds: $131K
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
6.85% less ownership
Funds ownership: 47.93% → 41.08% (-6.9%)
12% less funds holding
Funds holding: 50 → 44 (-6)
28% less capital invested
Capital invested by funds: $64.7M → $46.4M (-$18.2M)
29% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.37M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$2.06M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$1.41M |
| 4 |
HF
HRT Financial
New York
|
+$839K |
| 5 |
HSA
Hussman Strategic Advisors
Ellicott City,
Maryland
|
+$625K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$2.54M |
| 2 |
Renaissance Technologies
New York
|
-$2.16M |
| 3 |
GWI
Grace & White Inc
Ny,
New York
|
-$1.58M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.57M |
| 5 |
LCG
Luxor Capital Group
New York
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Acadian Asset Management
Boston,
Massachusetts
| – | -$540K | -68,022 | Closed |
|
52
Squarepoint
New York
| – | -$301K | -37,991 | Closed |
|
53
Two Sigma Investments
New York
| – | -$189K | -23,819 | Closed |
|
54
SEI Investments
Oaks,
Pennsylvania
| – | -$180K | -22,660 | Closed |
|
55
Goldman Sachs
New York
| – | -$109K | -13,790 | Closed |
|
|
CFG
56
Citizens Financial Group
Providence,
Rhode Island
| – | -$98K | -12,326 | Closed |
|
|
HIIFS
57
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$128K | -5,000 | Closed |
|
|
CL
58
COWA LLC
Tulsa,
Oklahoma
| – | -$17K | -2,000 | Closed |
|
|
ASN
59
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -100 | Closed |
|
|
PFO
60
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -100 | Closed |
|
BWEN Hedge Fund Activity: Q1 2021 in Review
44 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2021, worth a combined $46.4M — down 28% from $64.7M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BWEN and 12 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 12 added.
The largest buyer was Invesco, adding an estimated $2.37M. The largest seller was Amundi Asset Management US, exiting entirely with an estimated $2.54M sold.
- 44 institutional investors held Broadwind (BWEN) as of Q1 2021, down from 50 in Q4 2020.
- Funds reported $46.4M of Broadwind stock for Q1 2021, down 28% quarter-over-quarter.
- 12 funds opened new Broadwind positions in Q1 2021 and 17 closed out, a net change of -5 holders.
- The largest Broadwind buyer in Q1 2021 was Invesco, an estimated $2.37M added.
- The largest Broadwind seller in Q1 2021 was Amundi Asset Management US, an estimated $2.54M sold.
Based on aggregated 13F filings for Q1 2021.