Broadwind
BWEN
56 hedge funds and large institutions have $41.4M invested in Broadwind in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 17 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
5.98% more ownership
Funds ownership: 48.87% → 54.84% (+6%)
7% less funds holding
Funds holding: 60 → 56 (-4)
18% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 17
33% less capital invested
Capital invested by funds: $61.8M → $41.4M (-$20.4M)
99% less call options, than puts
Call options by funds: $5K | Put options by funds: $644K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$1.95M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.55M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.46M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$943K |
| 5 |
Renaissance Technologies
New York
|
+$921K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$1.11M |
| 2 |
BlackRock
New York
|
-$1.06M |
| 3 |
Goldman Sachs
New York
|
-$600K |
| 4 |
EPM
Equitec Proprietary Markets
Chicago,
Illinois
|
-$468K |
| 5 |
Walleye Trading
New York
|
-$439K |
BWEN Hedge Fund Activity: Q2 2017 in Review
56 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2017, worth a combined $41.4M — down 33% from $61.8M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BWEN and 14 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 16 added.
The largest buyer was Numeric Investors, adding an estimated $1.95M. The largest seller was B. Riley Financial, exiting entirely with an estimated $1.11M sold.
- 56 institutional investors held Broadwind (BWEN) as of Q2 2017, down from 60 in Q1 2017.
- Funds reported $41.4M of Broadwind stock for Q2 2017, down 33% quarter-over-quarter.
- 14 funds opened new Broadwind positions in Q2 2017 and 17 closed out, a net change of -3 holders.
- The largest Broadwind buyer in Q2 2017 was Numeric Investors, an estimated $1.95M added.
- The largest Broadwind seller in Q2 2017 was B. Riley Financial, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2017.