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Broadwind
BWEN

54 hedge funds and large institutions have $29.2M invested in Broadwind in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $985K | Put options by funds: $255K

276% more capital invested

Capital invested by funds: $7.75M → $29.2M (+$21.4M)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

32% more funds holding

Funds holding: 41 → 54 (+13)

14.32% more ownership

Funds ownership: 22.13% → 36.45% (+14%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
10
Reduced
11
Closed
12
Calls
$985K
Puts
$255K
Net Calls
+$730K
Net Calls Change
+$704K

Top Buyers

Rank Fund Capital Flow
1
ACM
AIGH Capital Management
Maryland
+$4.26M
2
QOP
Quinn Opportunity Partners
Virginia
+$2.13M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.35M
4
EI
EAM Investors
California
+$1.33M
5
WVP
Worth Venture Partners
New Jersey
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
GWI
Grace & White Inc
New York
-$1.38M
2
EIM
Essex Investment Management
Massachusetts
-$691K
3
Renaissance Technologies
Renaissance Technologies
New York
-$371K
4
Citadel Advisors
Citadel Advisors
Florida
-$328K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$415 – – –
ASN
52
Advisory Services Network
Georgia
$384 – – –
KFS
53
Kelly Financial Services
Massachusetts
$96 – – –
Citadel Advisors
54
Citadel Advisors
Florida
– -$328K -77,088 Closed
ACM
55
Arosa Capital Management
Florida
– -$78.9K -44,056 Closed
RJFSA
56
Raymond James Financial Services Advisors
Florida
– -$62.4K -34,848 Closed
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
– -$105K -24,631 Closed
Charles Schwab
58
Charles Schwab
California
– -$29.2K -16,291 Closed
TSA
59
Tri-Star Advisors
Texas
– -$80.3K -14,923 Closed
Prudential Financial
60
Prudential Financial
New Jersey
– -$21.3K -11,920 Closed
BCM
61
Bridgeway Capital Management
Texas
– -$19.3K -10,792 Closed
TRCT
62
Tower Research Capital (TRC)
New York
– -$17.7K -4,168 -99%
HWP
63
Highline Wealth Partners
California
– -$716 -400 Closed
CAS
64
Coppell Advisory Solutions
Texas
– -$90 -50 Closed
CASC
65
Coppell Advisory Solutions Corp
Texas
– -$90 -50 Closed
TWC
66
TD Waterhouse Canada
Ontario, Canada
– -$88 -50 Closed
1 2
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BWEN Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2023, worth a combined $29.2M — up 276% from $7.75M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BWEN positions and 12 closed out — a net gain of 13 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was AIGH Capital Management, opening a new position worth an estimated $4.26M. The largest seller was Grace & White Inc, cutting an estimated $1.38M.

  • 54 institutional investors held Broadwind (BWEN) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $29.2M of Broadwind stock for Q1 2023, up 276% quarter-over-quarter.
  • 25 funds opened new Broadwind positions in Q1 2023 and 12 closed out, a net change of +13 holders.
  • The largest Broadwind buyer in Q1 2023 was AIGH Capital Management, an estimated $4.26M added.
  • The largest Broadwind seller in Q1 2023 was Grace & White Inc, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2023.