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Broadwind
BWEN

34 hedge funds and large institutions have $17.9M invested in Broadwind in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $13.7M → $17.9M (+$4.15M)

11% less funds holding

Funds holding: 38 → 34 (-4)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWI
Grace & White Inc
New York
+$154K
2
Renaissance Technologies
Renaissance Technologies
New York
+$135K
3
Citadel Advisors
Citadel Advisors
Florida
+$31.9K
4
BRF
B. Riley Financial
California
+$14.3K
5
UBS Group
UBS Group
Switzerland
+$13.7K

Top Sellers

1
AI
Ariel Investments
Illinois
-$566K
2
Invesco
Invesco
Georgia
-$429K
3
AIC
AWM Investment Company
New York
-$332K
4
GJL
Gendell Jeffrey L
-$292K
5
TA
Teton Advisors
New York
-$44.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$4.45M -$332K -153,758 -9%
GJL
2
Gendell Jeffrey L
$3.07M -$292K -135,264 -12%
GWI
3
Grace & White Inc
New York
$2.64M +$154K +71,142 +9%
BRF
4
B. Riley Financial
California
$1.96M +$14.3K +6,620 +1%
BIT
5
BlackRock Institutional Trust
California
$1.28M – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$1.18M +$135K +62,700 +19%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.16M -$19.5K -9,037 -2%
RC
8
RBF Capital
California
$392K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$330K – – –
US Bancorp
10
US Bancorp
Minnesota
$298K – – –
TA
11
Teton Advisors
New York
$269K -$44.3K -20,500 -19%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$195K +$140 +65 +0.1%
KCP
13
Keane Capital Partners
North Carolina
$188K +$135K +62,600 New
BFA
14
BlackRock Fund Advisors
California
$127K -$6.96K -3,224 -7%
BCM
15
Bridgeway Capital Management
Texas
$94K – – –
Northern Trust
16
Northern Trust
Illinois
$61K -$2.16K -1,000 -5%
PVH
17
Psagot Value Holdings
Israel
$59K – – –
UBS Group
18
UBS Group
Switzerland
$44K +$13.7K +6,327 +76%
Citadel Advisors
19
Citadel Advisors
Florida
$44K +$31.9K +14,753 New
Zurich Cantonal Bank
20
Zurich Cantonal Bank
Switzerland
$18K +$1.96K +909 +18%
BA
21
BlackRock Advisors
Delaware
$15K – – –
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$12K – – –
BIM
23
BlackRock Investment Management
Delaware
$8K – – –
Creative Planning
24
Creative Planning
Kansas
$6K – – –
Morgan Stanley
25
Morgan Stanley
New York
$5K – – –
1
2

BWEN Hedge Fund Activity: Q1 2016 in Review

34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2016, worth a combined $17.9M — up 30% from $13.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BWEN and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Grace & White Inc, adding an estimated $154K. The largest seller was Ariel Investments, exiting entirely with an estimated $566K sold.

  • 34 institutional investors held Broadwind (BWEN) as of Q1 2016, down from 38 in Q4 2015.
  • Funds reported $17.9M of Broadwind stock for Q1 2016, up 30% quarter-over-quarter.
  • 3 funds opened new Broadwind positions in Q1 2016 and 7 closed out, a net change of -4 holders.
  • The largest Broadwind buyer in Q1 2016 was Grace & White Inc, an estimated $154K added.
  • The largest Broadwind seller in Q1 2016 was Ariel Investments, an estimated $566K sold.

Based on aggregated 13F filings for Q1 2016.