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Broadwind
BWEN

36 hedge funds and large institutions have $8.44M invested in Broadwind in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.28% less ownership

Funds ownership: 29.31% → 23.04% (-6.3%)

20% less funds holding

Funds holding: 45 → 36 (-9)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

43% less capital invested

Capital invested by funds: $14.7M → $8.44M (-$6.28M)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

94% less call options, than puts

Call options by funds: $24K | Put options by funds: $390K

Holders
36
Holders Change
-9
Holders Change %
-20%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
12
Closed
16
Calls
$24K
Puts
$390K
Net Calls
-$366K
Net Calls Change
-$249K

Top Buyers

1
GWI
Grace & White Inc
New York
+$462K
2
EIM
Essex Investment Management
Massachusetts
+$140K
3
Renaissance Technologies
Renaissance Technologies
New York
+$132K
4
VF
Virtu Financial
New York
+$116K
5
Simplex Trading
Simplex Trading
Illinois
+$47.9K

Top Sellers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$777K
2
AAP
Ardsley Advisory Partners
Connecticut
-$516K
3
HSA
Hussman Strategic Advisors
Maryland
-$442K
4
Victory Capital Management
Victory Capital Management
Texas
-$407K
5
Millennium Management
Millennium Management
New York
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
1
Grace & White Inc
New York
$3.14M +$462K +175,338 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34M -$8.18K -3,109 -0.4%
BlackRock
3
BlackRock
New York
$681K +$7.54K +2,863 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$608K -$72.1K -27,396 -8%
EIM
5
Essex Investment Management
Massachusetts
$482K +$140K +53,018 +26%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$238K – – –
QOP
7
Quinn Opportunity Partners
Virginia
$234K +$23.4K +8,870 +8%
US Bancorp
8
US Bancorp
Minnesota
$228K – – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$183K -$111K -42,314 -30%
E
10
Ergoteles
New York
$142K -$17.4K -6,615 -8%
Renaissance Technologies
11
Renaissance Technologies
New York
$133K +$132K +50,116 +246%
Millennium Management
12
Millennium Management
New York
$132K -$384K -146,001 -67%
RC
13
RBF Capital
California
$130K – – –
State Street
14
State Street
Massachusetts
$116K – – –
ICM
15
Invenomic Capital Management
Massachusetts
$93K – – –
Marshall Wace
16
Marshall Wace
United Kingdom
$84K -$72K -27,356 -38%
VF
17
Virtu Financial
New York
$83K +$116K +43,912 New
Goldman Sachs
18
Goldman Sachs
New York
$72K -$86.6K -32,915 -46%
Citadel Advisors
19
Citadel Advisors
Florida
$61K +$2.91K +1,106 +4%
Northern Trust
20
Northern Trust
Illinois
$55K – – –
Simplex Trading
21
Simplex Trading
Illinois
$36K +$47.9K +18,188 +1,672%
BWM
22
Baystate Wealth Management
Massachusetts
$32K +$45K +17,083 New
Two Sigma Advisers
23
Two Sigma Advisers
New York
$31K +$43.2K +16,400 New
Bank of America
24
Bank of America
North Carolina
$27K -$192K -72,940 -83%
AF
25
Alerus Financial
North Dakota
$25K +$34.9K +13,239 New
1
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BWEN Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2021, worth a combined $8.44M — down 43% from $14.7M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BWEN and 7 opened new positions — a net loss of 9 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Grace & White Inc, adding an estimated $462K. The largest seller was Adage Capital Partners, exiting entirely with an estimated $777K sold.

  • 36 institutional investors held Broadwind (BWEN) as of Q4 2021, down from 45 in Q3 2021.
  • Funds reported $8.44M of Broadwind stock for Q4 2021, down 43% quarter-over-quarter.
  • 7 funds opened new Broadwind positions in Q4 2021 and 16 closed out, a net change of -9 holders.
  • The largest Broadwind buyer in Q4 2021 was Grace & White Inc, an estimated $462K added.
  • The largest Broadwind seller in Q4 2021 was Adage Capital Partners, an estimated $777K sold.

Based on aggregated 13F filings for Q4 2021.