Broadwind
BWEN
60 hedge funds and large institutions have $62.4M invested in Broadwind in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 12 closing their positions.
24% more call options, than puts
Call options by funds: $420K | Put options by funds: $338K
10% less funds holding
Funds holding: 67 → 60 (-7)
16% less capital invested
Capital invested by funds: $74.3M → $62.4M (-$11.9M)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWI
Grace & White Inc
Ny,
New York
|
+$1.83M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$999K |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$859K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$433K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$894K |
| 2 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$774K |
| 3 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$725K |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$715K |
| 5 |
Two Sigma Investments
New York
|
-$642K |
BWEN Hedge Fund Activity: Q3 2014 in Review
60 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q3 2014, worth a combined $62.4M — down 16% from $74.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of BWEN and 5 opened new positions — a net loss of 7 holders — while 25 trimmed existing stakes and 16 added.
The largest buyer was Grace & White Inc, opening a new position worth an estimated $1.83M. The largest seller was Acadian Asset Management, cutting an estimated $894K.
- 60 institutional investors held Broadwind (BWEN) as of Q3 2014, down from 67 in Q2 2014.
- Funds reported $62.4M of Broadwind stock for Q3 2014, down 16% quarter-over-quarter.
- 5 funds opened new Broadwind positions in Q3 2014 and 12 closed out, a net change of -7 holders.
- The largest Broadwind buyer in Q3 2014 was Grace & White Inc, an estimated $1.83M added.
- The largest Broadwind seller in Q3 2014 was Acadian Asset Management, an estimated $894K sold.
Based on aggregated 13F filings for Q3 2014.