Broadwind
BWEN
49 hedge funds and large institutions have $34.7M invested in Broadwind in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 13 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
0% more call options, than puts
Call options by funds: $5K | Put options by funds: $5K
13% less funds holding
Funds holding: 56 → 49 (-7)
15% less capital invested
Capital invested by funds: $40.8M → $34.7M (-$6.12M)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$548K |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$232K |
| 3 |
GWI
Grace & White Inc
Ny,
New York
|
+$194K |
| 4 |
Renaissance Technologies
New York
|
+$154K |
| 5 |
RCM
Rotella Capital Management
Bellevue,
Washington
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.87M |
| 2 |
AIC
AWM Investment Company
New York
|
-$1.71M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$562K |
| 4 |
GJL
Gendell Jeffrey L
|
-$192K |
| 5 |
AAP
Ardsley Advisory Partners
Stamford,
Connecticut
|
-$186K |
BWEN Hedge Fund Activity: Q1 2015 in Review
49 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2015, worth a combined $34.7M — down 15% from $40.8M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of BWEN and 7 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 15 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $548K. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.87M sold.
- 49 institutional investors held Broadwind (BWEN) as of Q1 2015, down from 56 in Q4 2014.
- Funds reported $34.7M of Broadwind stock for Q1 2015, down 15% quarter-over-quarter.
- 7 funds opened new Broadwind positions in Q1 2015 and 13 closed out, a net change of -6 holders.
- The largest Broadwind buyer in Q1 2015 was Fuller & Thaler Asset Management, an estimated $548K added.
- The largest Broadwind seller in Q1 2015 was Wellington Management Group, an estimated $1.87M sold.
Based on aggregated 13F filings for Q1 2015.