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Broadwind
BWEN

52 hedge funds and large institutions have $26.9M invested in Broadwind in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

53% more funds holding

Funds holding: 34 → 52 (+18)

50% more capital invested

Capital invested by funds: $17.9M → $26.9M (+$8.97M)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
52
Holders Change
+18
Holders Change %
+52.94%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
6
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$365K
2
Renaissance Technologies
Renaissance Technologies
New York
+$275K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$199K
4
Goldman Sachs
Goldman Sachs
New York
+$158K
5
TC
TFS Capital
Pennsylvania
+$122K

Top Sellers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
-$256K
2
GWI
Grace & White Inc
New York
-$209K
3
AIC
AWM Investment Company
New York
-$101K
4
UBS Group
UBS Group
Switzerland
-$53.3K
5
Citadel Advisors
Citadel Advisors
Florida
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$6.12M -$101K -27,713 -2%
GJL
2
Gendell Jeffrey L
$4.3M – – –
GWI
3
Grace & White Inc
New York
$3.45M -$209K -57,356 -7%
BRF
4
B. Riley Financial
California
$2.45M -$256K -70,000 -11%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.97M +$275K +75,200 +19%
BIT
6
BlackRock Institutional Trust
California
$1.8M – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.76M +$120K +32,902 +9%
RC
8
RBF Capital
California
$549K – – –
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$463K – – –
Franklin Resources
10
Franklin Resources
California
$422K +$365K +100,000 New
US Bancorp
11
US Bancorp
Minnesota
$418K – – –
TA
12
Teton Advisors
New York
$377K – – –
KCP
13
Keane Capital Partners
North Carolina
$374K +$94.9K +26,000 +42%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$290K – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$267K -$6.59K -1,806 -3%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$230K +$199K +54,500 New
Goldman Sachs
17
Goldman Sachs
New York
$183K +$158K +43,358 New
BFA
18
BlackRock Fund Advisors
California
$175K -$2.57K -704 -2%
TC
19
TFS Capital
Pennsylvania
$141K +$122K +33,432 New
BCM
20
Bridgeway Capital Management
Texas
$131K – – –
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$109K +$94.5K +25,882 New
Morgan Stanley
22
Morgan Stanley
New York
$90K +$71.8K +19,681 +1,194%
EDRAML
23
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$90K +$78.1K +21,400 New
EDRH
24
Edmond de Rothschild Holding
Switzerland
$90K +$78.1K +21,400 New
Northern Trust
25
Northern Trust
Illinois
$86K – – –
1
2

BWEN Hedge Fund Activity: Q2 2016 in Review

52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2016, worth a combined $26.9M — up 50% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BWEN positions and 1 closed out — a net gain of 18 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $365K. The largest seller was B. Riley Financial, cutting an estimated $256K.

  • 52 institutional investors held Broadwind (BWEN) as of Q2 2016, up from 34 in Q1 2016.
  • Funds reported $26.9M of Broadwind stock for Q2 2016, up 50% quarter-over-quarter.
  • 19 funds opened new Broadwind positions in Q2 2016 and 1 closed out, a net change of +18 holders.
  • The largest Broadwind buyer in Q2 2016 was Franklin Resources, an estimated $365K added.
  • The largest Broadwind seller in Q2 2016 was B. Riley Financial, an estimated $256K sold.

Based on aggregated 13F filings for Q2 2016.