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Broadwind
BWEN

30 hedge funds and large institutions have $9.93M invested in Broadwind in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $7.98M → $9.93M (+$1.94M)

3.47% less ownership

Funds ownership: 40.13% → 36.66% (-3.5%)

12% less funds holding

Funds holding: 34 → 30 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$92.4K
2
TRCT
Tower Research Capital (TRC)
New York
+$5.87K

Top Sellers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
-$333K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$70.4K
3
WC
Wynnefield Capital
New York
-$65K
4
RC
RBF Capital
California
-$56.4K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$28K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
1
Grace & White Inc
New York
$3.04M – – –
AIC
2
AWM Investment Company
New York
$1.97M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$1.24M – – –
BlackRock
4
BlackRock
New York
$750K -$2.63K -1,688 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$676K -$16.7K -10,727 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$640K +$92.4K +59,420 +18%
GJL
7
Gendell Jeffrey L
$262K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$244K -$70.4K -45,240 -24%
AAMU
9
Amundi Asset Management US
Massachusetts
$231K -$11.3K -7,252 -5%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$184K – – –
US Bancorp
11
US Bancorp
Minnesota
$166K – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$141K – – –
RC
13
RBF Capital
California
$123K -$56.4K -36,255 -33%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$99K -$815 -524 -0.9%
Northern Trust
15
Northern Trust
Illinois
$49K – – –
SEI Investments
16
SEI Investments
Pennsylvania
$47K – – –
DI
17
Dalton Investments
Nevada
$19K – – –
Zurich Cantonal Bank
18
Zurich Cantonal Bank
Switzerland
$19K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$9K +$5.87K +3,772 +285%
Barclays
20
Barclays
United Kingdom
$4K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3K – – –
AG
22
Advisor Group
Arizona
$2K -$333K -214,028 -99%
Morgan Stanley
23
Morgan Stanley
New York
$2K – – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1K -$467 -300 -50%
Citigroup
25
Citigroup
New York
$1K – – –
1
2

BWEN Hedge Fund Activity: Q1 2019 in Review

30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2019, worth a combined $9.93M — up 24% from $7.98M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BWEN and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Vanguard Group, adding an estimated $92.4K. The largest seller was Advisor Group, cutting an estimated $333K.

  • 30 institutional investors held Broadwind (BWEN) as of Q1 2019, down from 34 in Q4 2018.
  • Funds reported $9.93M of Broadwind stock for Q1 2019, up 24% quarter-over-quarter.
  • 2 funds opened new Broadwind positions in Q1 2019 and 6 closed out, a net change of -4 holders.
  • The largest Broadwind buyer in Q1 2019 was Vanguard Group, an estimated $92.4K added.
  • The largest Broadwind seller in Q1 2019 was Advisor Group, an estimated $333K sold.

Based on aggregated 13F filings for Q1 2019.