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Broadwind
BWEN

60 hedge funds and large institutions have $61.4M invested in Broadwind in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

115% more capital invested

Capital invested by funds: $28.5M → $61.4M (+$32.9M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

11% more funds holding

Funds holding: 54 → 60 (+6)

2.43% more ownership

Funds ownership: 46.44% → 48.87% (+2.4%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
15
Reduced
12
Closed
7
Calls
$539K
Puts
–
Net Calls
+$539K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.17M
2
NI
Numeric Investors
Massachusetts
+$2.65M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.07M
4
EIM
Essex Investment Management
Massachusetts
+$482K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$299K

Top Sellers

Rank Fund Capital Flow
1
BRF
B. Riley Financial
California
-$2.79M
2
Credit Agricole
Credit Agricole
France
-$633K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$487K
4
GWI
Grace & White Inc
New York
-$484K
5
Franklin Resources
Franklin Resources
California
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$12.5M – – –
GJL
2
Gendell Jeffrey L
$8.49M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$6.92M +$1.07M +206,200 +33%
GWI
4
Grace & White Inc
New York
$6.07M -$484K -93,100 -11%
BlackRock
5
BlackRock
New York
$5.08M +$3.17M +610,176 New
NI
6
Numeric Investors
Massachusetts
$4.25M +$2.65M +510,387 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.99M -$487K -93,784 -21%
BRF
8
B. Riley Financial
California
$1.11M -$2.79M -537,035 -80%
RC
9
RBF Capital
California
$1.08M – – –
Goldman Sachs
10
Goldman Sachs
New York
$972K +$132K +25,466 +28%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$914K – – –
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$913K +$299K +57,522 +110%
US Bancorp
13
US Bancorp
Minnesota
$825K – – –
EIM
14
Essex Investment Management
Massachusetts
$773K +$482K +92,829 New
TA
15
Teton Advisors
New York
$745K – – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$693K +$50.3K +9,682 +13%
Deutsche Bank
17
Deutsche Bank
Germany
$666K +$214K +41,145 +106%
Morgan Stanley
18
Morgan Stanley
New York
$631K +$159K +30,666 +68%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$489K -$1.39K -267 -0.5%
EPM
20
Equitec Proprietary Markets
Illinois
$468K +$238K +45,888 +448%
BCM
21
Bridgeway Capital Management
Texas
$425K – – –
Simplex Trading
22
Simplex Trading
Illinois
$408K +$255K +49,021 New
CAM
23
ClariVest Asset Management
California
$340K +$212K +40,845 New
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$317K +$194K +37,407 +6,405%
Northern Trust
25
Northern Trust
Illinois
$269K – – –
1
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BWEN Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2017, worth a combined $61.4M — up 115% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BWEN positions and 7 closed out — a net gain of 10 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $3.17M. The largest seller was B. Riley Financial, cutting an estimated $2.79M.

  • 60 institutional investors held Broadwind (BWEN) as of Q1 2017, up from 54 in Q4 2016.
  • Funds reported $61.4M of Broadwind stock for Q1 2017, up 115% quarter-over-quarter.
  • 17 funds opened new Broadwind positions in Q1 2017 and 7 closed out, a net change of +10 holders.
  • The largest Broadwind buyer in Q1 2017 was BlackRock, an estimated $3.17M added.
  • The largest Broadwind seller in Q1 2017 was B. Riley Financial, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2017.