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Broadwind

41 hedge funds and large institutions have $24.4M invested in Broadwind in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more capital invested

Capital invested by funds: $9.59M → $24.4M (+$14.9M)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

17% more funds holding

Funds holding: 3541 (+6)

3.85% less ownership

Funds ownership: 43.01%39.16% (-3.8%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$6.14M -$280K -124,039 -7%
LCG
2
Luxor Capital Group
New York
$3.17M +$1.91M +845,363 New
Renaissance Technologies
3
Renaissance Technologies
New York
$2.88M -$39.7K -17,608 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.16M +$20.1K +8,900 +2%
AAMU
5
Amundi Asset Management US
Massachusetts
$1.73M -$546K -242,293 -35%
BlackRock
6
BlackRock
New York
$1.57M +$15.5K +6,861 +2%
EIM
7
Essex Investment Management
Massachusetts
$1.14M -$248K -109,955 -27%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.08M -$73.4K -32,543 -10%
AIC
9
AWM Investment Company
New York
$1.03M -$2.49M -1,105,092 -80%
EI
10
EAM Investors
California
$931K +$560K +248,277 New
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$404K
US Bancorp
12
US Bancorp
Minnesota
$371K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$326K
RC
14
RBF Capital
California
$259K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$222K +$2 +1 +0%
SEI Investments
16
SEI Investments
Pennsylvania
$143K -$45.6K -20,223 -35%
BCM
17
Bridgeway Capital Management
Texas
$130K +$78K +34,600 New
VF
18
Virtu Financial
New York
$120K +$72K +31,930 New
Northern Trust
19
Northern Trust
Illinois
$115K +$3.01K +1,335 +5%
Goldman Sachs
20
Goldman Sachs
New York
$71K +$42.8K +18,993 New
HF
21
HRT Financial
New York
$64K +$38.6K +17,122 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$56K +$33.7K +14,937 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$53K +$32K +14,199 New
Citadel Advisors
24
Citadel Advisors
Florida
$47K +$28.5K +12,653 New
Jane Street
25
Jane Street
New York
$46K +$27.9K +12,393 New

BWEN Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2020, worth a combined $24.4M — up 155% from $9.59M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BWEN positions and 7 closed out — a net gain of 6 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Luxor Capital Group, opening a new position worth an estimated $1.91M. The largest seller was AWM Investment Company, cutting an estimated $2.49M.

  • 41 institutional investors held Broadwind (BWEN) as of Q2 2020, up from 35 in Q1 2020.
  • Funds reported $24.4M of Broadwind stock for Q2 2020, up 155% quarter-over-quarter.
  • 13 funds opened new Broadwind positions in Q2 2020 and 7 closed out, a net change of +6 holders.
  • The largest Broadwind buyer in Q2 2020 was Luxor Capital Group, an estimated $1.91M added.
  • The largest Broadwind seller in Q2 2020 was AWM Investment Company, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2020.