Broadwind
BWEN
32 hedge funds and large institutions have $11.7M invested in Broadwind in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $11.1M → $11.7M (+$586K)
2.37% more ownership
Funds ownership: 40.65% → 43.02% (+2.4%)
3% less funds holding
Funds holding: 33 → 32 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
+$229K |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$145K |
| 3 |
GWI
Grace & White Inc
Ny,
New York
|
+$30.4K |
| 4 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$23.9K |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$10.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$78K |
| 2 |
RC
RBF Capital
San Francisco,
California
|
-$6.41K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$4K |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
BWEN Hedge Fund Activity: Q4 2019 in Review
32 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2019, worth a combined $11.7M — up 5.3% from $11.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BWEN and 4 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.
The largest buyer was AWM Investment Company, adding an estimated $229K. The largest seller was Dimensional Fund Advisors, cutting an estimated $78K.
- 32 institutional investors held Broadwind (BWEN) as of Q4 2019, down from 33 in Q3 2019.
- Funds reported $11.7M of Broadwind stock for Q4 2019, up 5.3% quarter-over-quarter.
- 4 funds opened new Broadwind positions in Q4 2019 and 5 closed out, a net change of -1 holder.
- The largest Broadwind buyer in Q4 2019 was AWM Investment Company, an estimated $229K added.
- The largest Broadwind seller in Q4 2019 was Dimensional Fund Advisors, an estimated $78K sold.
Based on aggregated 13F filings for Q4 2019.