Broadwind
BWEN
51 hedge funds and large institutions have $22M invested in Broadwind in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 8 closing their positions.
2,133% more call options, than puts
Call options by funds: $201K | Put options by funds: $9K
0.59% less ownership
Funds ownership: 32.66% → 32.06% (-0.59%)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
6% less funds holding
Funds holding: 54 → 51 (-3)
16% less capital invested
Capital invested by funds: $26.2M → $22M (-$4.2M)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
51
Kelly Financial Services
Braintree,
Massachusetts
| $80 | – | – | – |
|
|
AAP
52
Ardsley Advisory Partners
Stamford,
Connecticut
| – | -$669K | -175,000 | Closed |
|
|
MAM
53
Must Asset Management
Seoul,
South Korea
| – | -$306K | -82,800 | Closed |
|
|
MHP
54
Manatuck Hill Partners
Westport,
Connecticut
| – | -$191K | -50,000 | Closed |
|
55
JP Morgan Chase
New York
| – | -$81.7K | -21,387 | Closed |
|
56
Belvedere Trading
Chicago,
Illinois
| – | -$44K | -11,528 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | -$11.4K | -3,011 | Closed |
|
|
AF
58
Advisornet Financial
Minnetonka,
Minnesota
| – | -$61 | -16 | Closed |
|
BWEN Hedge Fund Activity: Q3 2023 in Review
51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q3 2023, worth a combined $22M — down 16% from $26.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BWEN and 5 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 16 added.
The largest buyer was Russell Investments Group, adding an estimated $406K. The largest seller was Ardsley Advisory Partners, exiting entirely with an estimated $669K sold.
- 51 institutional investors held Broadwind (BWEN) as of Q3 2023, down from 54 in Q2 2023.
- Funds reported $22M of Broadwind stock for Q3 2023, down 16% quarter-over-quarter.
- 5 funds opened new Broadwind positions in Q3 2023 and 8 closed out, a net change of -3 holders.
- The largest Broadwind buyer in Q3 2023 was Russell Investments Group, an estimated $406K added.
- The largest Broadwind seller in Q3 2023 was Ardsley Advisory Partners, an estimated $669K sold.
Based on aggregated 13F filings for Q3 2023.