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Broadwind

48 hedge funds and large institutions have $65.5M invested in Broadwind in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $553K | Put options by funds: $155K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more capital invested

Capital invested by funds: $49.9M → $65.5M (+$15.6M)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
11
Reduced
18
Closed
9
Calls
$553K
Puts
$155K
Net Calls
+$398K
Net Calls Change
+$231K
Name Holding Trade Value Shares
Change
Change in
Stake
AWMDMG
1
Austin W. Marxe & David M. Greenhouse
New York
$22.6M -$1.84M -237,130 -9%
GJL
2
Gendell Jeffrey L
$13.7M -$350K -45,001 -3%
NI
3
Numeric Investors
Massachusetts
$6.02M +$2.21M +284,553 +81%
BIT
4
BlackRock Institutional Trust
California
$3.48M +$975K +125,469 +52%
BIM
5
Bogle Investment Management
Massachusetts
$2.09M +$559K +71,880 +48%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.04M +$473K +60,804 +39%
TA
7
Teton Advisors
New York
$1.58M +$371K +47,700 +40%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.53M -$415K -53,371 -25%
BCM
9
Bridgeway Capital Management
Texas
$1.51M
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$1.5M +$1.24M +159,100 New
RC
11
RBF Capital
California
$1.3M
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.16M +$954K +122,755 +236,067%
Invesco
13
Invesco
Georgia
$1.14M +$935K +120,251 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$870K +$311K +39,966 +76%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$677K
AG
16
Aperio Group
California
$505K -$477K -61,397 Closed
CS
17
Credit Suisse
Switzerland
$392K +$177K +22,829 +122%
BFA
18
BlackRock Fund Advisors
California
$337K -$13.9K -1,793 -5%
AQR Capital Management
19
AQR Capital Management
Connecticut
$315K +$259K +33,375 New
TC
20
TFS Capital
Pennsylvania
$304K -$240K -30,826 -49%
Two Sigma Investments
21
Two Sigma Investments
New York
$295K -$161K -20,706 -40%
CBOA
22
Commonwealth Bank of Australia
Australia
$275K +$227K +29,176 New
CAM
23
ClariVest Asset Management
California
$275K +$227K +29,187 New
Northern Trust
24
Northern Trust
Illinois
$246K +$39.3K +5,052 +24%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$189K -$5.44K -700 -3%

BWEN Hedge Fund Activity: Q4 2013 in Review

48 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2013, worth a combined $65.5M — up 31% from $49.9M a quarter earlier.

Fund positioning in BWEN was balanced in Q4 2013: 9 funds opened new positions, 9 closed out, 11 added to existing stakes and 18 trimmed.

The largest buyer was Numeric Investors, adding an estimated $2.21M. The largest seller was Austin W. Marxe & David M. Greenhouse, cutting an estimated $1.84M.

  • 48 institutional investors held Broadwind (BWEN) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $65.5M of Broadwind stock for Q4 2013, up 31% quarter-over-quarter.
  • 9 funds opened new Broadwind positions in Q4 2013 and 9 closed out, a net change of 0 holders.
  • The largest Broadwind buyer in Q4 2013 was Numeric Investors, an estimated $2.21M added.
  • The largest Broadwind seller in Q4 2013 was Austin W. Marxe & David M. Greenhouse, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2013.