Broadwind
BWEN
36 hedge funds and large institutions have $14.5M invested in Broadwind in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
15% more call options, than puts
Call options by funds: $30K | Put options by funds: $26K
2% more capital invested
Capital invested by funds: $14.2M → $14.5M (+$310K)
2.21% less ownership
Funds ownership: 42.19% → 39.98% (-2.2%)
3% less funds holding
Funds holding: 37 → 36 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$74K |
| 2 |
AIC
AWM Investment Company
New York
|
+$65.1K |
| 3 |
Renaissance Technologies
New York
|
+$52.6K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$45.3K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$636K |
| 2 |
TA
Teton Advisors
Rye,
New York
|
-$197K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$77.4K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$62K |
| 5 |
RC
RBF Capital
San Francisco,
California
|
-$43.5K |
BWEN Hedge Fund Activity: Q2 2018 in Review
36 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2018, worth a combined $14.5M — up 2.2% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BWEN and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $74K. The largest seller was Gendell Jeffrey L, cutting an estimated $636K.
- 36 institutional investors held Broadwind (BWEN) as of Q2 2018, down from 37 in Q1 2018.
- Funds reported $14.5M of Broadwind stock for Q2 2018, up 2.2% quarter-over-quarter.
- 4 funds opened new Broadwind positions in Q2 2018 and 5 closed out, a net change of -1 holder.
- The largest Broadwind buyer in Q2 2018 was Dimensional Fund Advisors, an estimated $74K added.
- The largest Broadwind seller in Q2 2018 was Gendell Jeffrey L, an estimated $636K sold.
Based on aggregated 13F filings for Q2 2018.