Broadwind
BWEN
37 hedge funds and large institutions have $14.2M invested in Broadwind in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 11 closing their positions.
1.88% less ownership
Funds ownership: 44.07% → 42.19% (-1.9%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
20% less funds holding
Funds holding: 46 → 37 (-9)
22% less capital invested
Capital invested by funds: $18.2M → $14.2M (-$3.96M)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWI
Grace & White Inc
Ny,
New York
|
+$354K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$92.5K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$68.6K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.6K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$43.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$862K |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$115K |
| 3 |
Renaissance Technologies
New York
|
-$61K |
| 4 |
VF
Virtu Financial
New York
|
-$40K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$33K |
BWEN Hedge Fund Activity: Q1 2018 in Review
37 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2018, worth a combined $14.2M — down 22% from $18.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BWEN and 2 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Grace & White Inc, adding an estimated $354K. The largest seller was Gendell Jeffrey L, cutting an estimated $862K.
- 37 institutional investors held Broadwind (BWEN) as of Q1 2018, down from 46 in Q4 2017.
- Funds reported $14.2M of Broadwind stock for Q1 2018, down 22% quarter-over-quarter.
- 2 funds opened new Broadwind positions in Q1 2018 and 11 closed out, a net change of -9 holders.
- The largest Broadwind buyer in Q1 2018 was Grace & White Inc, an estimated $354K added.
- The largest Broadwind seller in Q1 2018 was Gendell Jeffrey L, an estimated $862K sold.
Based on aggregated 13F filings for Q1 2018.