We are live on ! Find out more
BWEN icon

Broadwind
BWEN

50 hedge funds and large institutions have $64.7M invested in Broadwind in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more capital invested

Capital invested by funds: $20M → $64.7M (+$44.7M)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

16% more funds holding

Funds holding: 43 → 50 (+7)

6.53% more ownership

Funds ownership: 41.4% → 47.93% (+6.5%)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
9
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$7.8M
2
Millennium Management
Millennium Management
New York
+$1.14M
3
TAM
THB Asset Management
Connecticut
+$925K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$690K
5
BCM
Bridgeway Capital Management
Texas
+$353K

Top Sellers

Rank Fund Capital Flow
1
LCG
Luxor Capital Group
New York
-$3.02M
2
AAMU
Amundi Asset Management US
Massachusetts
-$1.06M
3
Renaissance Technologies
Renaissance Technologies
New York
-$816K
4
EIM
Essex Investment Management
Massachusetts
-$643K
5
GWI
Grace & White Inc
New York
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$14.3M +$7.8M +1,802,936 New
GWI
2
Grace & White Inc
New York
$11.7M -$533K -123,089 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.86M +$152K +35,155 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$4.78M -$816K -188,700 -24%
BlackRock
5
BlackRock
New York
$2.98M -$157K -36,364 -9%
AAMU
6
Amundi Asset Management US
Massachusetts
$2.54M -$1.06M -245,783 -43%
Millennium Management
7
Millennium Management
New York
$2.44M +$1.14M +264,502 +613%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.41M +$710 +164 +0.1%
BCM
9
Bridgeway Capital Management
Texas
$2.29M +$353K +81,600 +39%
TAM
10
THB Asset Management
Connecticut
$1.7M +$925K +213,770 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$1.57M -$5.69K -1,315 -0.8%
LCG
12
Luxor Capital Group
New York
$1.38M -$3.02M -696,929 -80%
EI
13
EAM Investors
California
$1.27M -$181K -41,764 -21%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$1.26M +$690K +159,417 New
EIM
15
Essex Investment Management
Massachusetts
$879K -$643K -148,523 -57%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$854K – – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$805K +$63.1K +14,590 +17%
US Bancorp
18
US Bancorp
Minnesota
$785K – – –
ACA
19
Apis Capital Advisors
New York
$698K +$381K +88,000 New
RC
20
RBF Capital
California
$549K – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$540K -$99.1K -22,908 -25%
HSA
22
Hussman Strategic Advisors
Maryland
$525K +$286K +66,200 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$348K – – –
Squarepoint
24
Squarepoint
New York
$301K +$164K +37,991 New
UBS Group
25
UBS Group
Switzerland
$269K +$147K +33,900 New
1
2 3

BWEN Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2020, worth a combined $64.7M — up 223% from $20M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWEN positions and 7 closed out — a net gain of 7 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $7.8M. The largest seller was Luxor Capital Group, cutting an estimated $3.02M.

  • 50 institutional investors held Broadwind (BWEN) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $64.7M of Broadwind stock for Q4 2020, up 223% quarter-over-quarter.
  • 14 funds opened new Broadwind positions in Q4 2020 and 7 closed out, a net change of +7 holders.
  • The largest Broadwind buyer in Q4 2020 was Invesco, an estimated $7.8M added.
  • The largest Broadwind seller in Q4 2020 was Luxor Capital Group, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2020.