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Broadwind

35 hedge funds and large institutions have $9.59M invested in Broadwind in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

9% more funds holding

Funds holding: 3235 (+3)

0.01% less ownership

Funds ownership: 43.02%43.01% (-0.01%)

18% less capital invested

Capital invested by funds: $11.7M → $9.59M (-$2.1M)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$2.46M -$28.2K -16,883 -0.9%
AIC
2
AWM Investment Company
New York
$1.93M +$25.1K +15,000 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.1M +$82.8K +49,532 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$794K
EIM
5
Essex Investment Management
Massachusetts
$578K -$16.5K -9,880 -2%
BlackRock
6
BlackRock
New York
$577K +$1.91K +1,140 +0.3%
AAMU
7
Amundi Asset Management US
Massachusetts
$550K +$332K +198,544 +40%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$448K -$35K -20,963 -6%
GJL
9
Gendell Jeffrey L
$175K
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$151K -$3.52K -2,108 -2%
US Bancorp
11
US Bancorp
Minnesota
$139K
Geode Capital Management
12
Geode Capital Management
Massachusetts
$121K +$4.98K +2,978 +4%
AC
13
Aristides Capital
Kentucky
$114K -$272K -162,828 -67%
RC
14
RBF Capital
California
$97K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$82K
SEI Investments
16
SEI Investments
Pennsylvania
$82K +$25.1K +14,999 +35%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$47K +$56.7K +33,916 New
Northern Trust
18
Northern Trust
Illinois
$41K
Zurich Cantonal Bank
19
Zurich Cantonal Bank
Switzerland
$40K +$4.25K +2,544 +10%
DI
20
Dalton Investments
Nevada
$16K
CFG
21
Citizens Financial Group
Rhode Island
$15K +$13.6K +8,113 +305%
Osaic Holdings
22
Osaic Holdings
Arizona
$6K +$6.27K +3,749 New
Victory Capital Management
23
Victory Capital Management
Texas
$6K +$8.05K +4,818 New
UBS Group
24
UBS Group
Switzerland
$4K -$1.38K -827 -22%
Morgan Stanley
25
Morgan Stanley
New York
$4K +$2.99K +1,789 +165%

BWEN Hedge Fund Activity: Q1 2020 in Review

35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2020, worth a combined $9.59M — down 18% from $11.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BWEN positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $332K. The largest seller was Aristides Capital, cutting an estimated $272K.

  • 35 institutional investors held Broadwind (BWEN) as of Q1 2020, up from 32 in Q4 2019.
  • Funds reported $9.59M of Broadwind stock for Q1 2020, down 18% quarter-over-quarter.
  • 7 funds opened new Broadwind positions in Q1 2020 and 2 closed out, a net change of +5 holders.
  • The largest Broadwind buyer in Q1 2020 was Amundi Asset Management US, an estimated $332K added.
  • The largest Broadwind seller in Q1 2020 was Aristides Capital, an estimated $272K sold.

Based on aggregated 13F filings for Q1 2020.