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Broadwind
BWEN

46 hedge funds and large institutions have $18.2M invested in Broadwind in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 50 → 46 (-4)

9.07% less ownership

Funds ownership: 53.14% → 44.07% (-9.1%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

30% less capital invested

Capital invested by funds: $26M → $18.2M (-$7.82M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $8K

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
11
Closed
11
Calls
–
Puts
$8K
Net Calls
-$8K
Net Calls Change
+$33K

Top Buyers

Rank Fund Capital Flow
1
GWI
Grace & White Inc
New York
+$988K
2
AG
Advisor Group
Arizona
+$485K
3
AAMU
Amundi Asset Management US
Massachusetts
+$438K
4
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$189K
5
VF
Virtu Financial
New York
+$39.9K

Top Sellers

Rank Fund Capital Flow
1
NI
Numeric Investors
Massachusetts
-$2.65M
2
AIC
AWM Investment Company
New York
-$736K
3
GJL
Gendell Jeffrey L
-$723K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$550K
5
Credit Agricole
Credit Agricole
France
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
1
Grace & White Inc
New York
$3.52M +$988K +362,612 +39%
AIC
2
AWM Investment Company
New York
$3.12M -$736K -269,900 -19%
GJL
3
Gendell Jeffrey L
$2.05M -$723K -265,300 -26%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.94M -$273K -100,000 -12%
BlackRock
5
BlackRock
New York
$1.21M -$2.25K -826 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.13M +$7.09K +2,600 +0.6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.03M -$550K -201,945 -35%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$518K – – –
AG
9
Advisor Group
Arizona
$484K +$485K +177,817 +1,778,170%
AAMU
10
Amundi Asset Management US
Massachusetts
$437K +$438K +160,564 New
RC
11
RBF Capital
California
$354K – – –
MERSOM
12
Municipal Employees' Retirement System of Michigan
Michigan
$352K +$189K +69,380 +115%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$299K – – –
US Bancorp
14
US Bancorp
Minnesota
$269K – – –
TA
15
Teton Advisors
New York
$243K – – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$228K – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$162K – – –
Macquarie Group
18
Macquarie Group
Australia
$142K +$2.31K +846 +2%
WC
19
Wynnefield Capital
New York
$136K – – –
BCM
20
Bridgeway Capital Management
Texas
$99K -$158K -57,808 -61%
Northern Trust
21
Northern Trust
Illinois
$88K – – –
SEI Investments
22
SEI Investments
Pennsylvania
$69K +$20K +7,339 +41%
VF
23
Virtu Financial
New York
$40K +$39.9K +14,647 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$33K – – –
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$32K +$32.2K +11,806 New
1
2 3

BWEN Hedge Fund Activity: Q4 2017 in Review

46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2017, worth a combined $18.2M — down 30% from $26M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BWEN and 8 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Grace & White Inc, adding an estimated $988K. The largest seller was Numeric Investors, exiting entirely with an estimated $2.65M sold.

  • 46 institutional investors held Broadwind (BWEN) as of Q4 2017, down from 50 in Q3 2017.
  • Funds reported $18.2M of Broadwind stock for Q4 2017, down 30% quarter-over-quarter.
  • 8 funds opened new Broadwind positions in Q4 2017 and 11 closed out, a net change of -3 holders.
  • The largest Broadwind buyer in Q4 2017 was Grace & White Inc, an estimated $988K added.
  • The largest Broadwind seller in Q4 2017 was Numeric Investors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q4 2017.