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Broadwind

51 hedge funds and large institutions have $16.2M invested in Broadwind in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,242% more call options, than puts

Call options by funds: $161K | Put options by funds: $12K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 5151 (0)

4.77% less ownership

Funds ownership: 32.06%27.29% (-4.8%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

26% less capital invested

Capital invested by funds: $22M → $16.2M (-$5.76M)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
16
Closed
13
Calls
$161K
Puts
$12K
Net Calls
+$149K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
51
Coppell Advisory Solutions
Texas
$47 -$87 -33 -66%
ACM
52
AIGH Capital Management
Maryland
-$3.17M -991,700 Closed
WVP
53
Worth Venture Partners
New Jersey
-$793K -247,700 Closed
Two Sigma Investments
54
Two Sigma Investments
New York
-$160K -49,972 Closed
Two Sigma Advisers
55
Two Sigma Advisers
New York
-$126K -39,400 Closed
HIM
56
Hillsdale Investment Management
Ontario, Canada
-$86.8K -27,112 Closed
CSS
57
Cubist Systematic Strategies
Connecticut
-$86.6K -27,074 Closed
OQS
58
Occudo Quantitative Strategies
Florida
-$66K -20,614 Closed
JF
59
Jump Financial
Illinois
-$57.3K -17,900 Closed
Goldman Sachs
60
Goldman Sachs
New York
-$46.9K -14,658 Closed
AG
61
Algert Global
California
-$41K -12,735 Closed
TAM
62
Tucker Asset Management
Colorado
-$40.6K -12,684 Closed
Jane Street
63
Jane Street
New York
-$39.7K -12,404 Closed
CG
64
Cutler Group
California
-$2K -800 Closed

BWEN Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2023, worth a combined $16.2M — down 26% from $22M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWEN positions and 13 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Grace & White Inc, adding an estimated $856K. The largest seller was AIGH Capital Management, exiting entirely with an estimated $3.17M sold.

  • 51 institutional investors held Broadwind (BWEN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $16.2M of Broadwind stock for Q4 2023, down 26% quarter-over-quarter.
  • 14 funds opened new Broadwind positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest Broadwind buyer in Q4 2023 was Grace & White Inc, an estimated $856K added.
  • The largest Broadwind seller in Q4 2023 was AIGH Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q4 2023.