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Broadwind

33 hedge funds and large institutions have $9.04M invested in Broadwind in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $8.44M → $9.04M (+$601K)

1% less call options, than puts

Call options by funds: $404K | Put options by funds: $409K

2.22% less ownership

Funds ownership: 23.04%20.81% (-2.2%)

8% less funds holding

Funds holding: 3633 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
10
Closed
8
Calls
$404K
Puts
$409K
Net Calls
-$5K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$3.75M +$110K +56,671 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.41M -$126K -64,825 -9%
BlackRock
3
BlackRock
New York
$782K -$3.73K -1,917 -0.5%
EIM
4
Essex Investment Management
Massachusetts
$748K +$172K +88,600 +35%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$615K -$78.2K -40,190 -12%
US Bancorp
6
US Bancorp
Minnesota
$306K +$38.9K +20,000 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$274K
QOP
8
Quinn Opportunity Partners
Virginia
$270K
RC
9
RBF Capital
California
$150K -$389 -200 -0.3%
State Street
10
State Street
Massachusetts
$138K +$3.64K +1,870 +3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$136K -$68.6K -35,232 -36%
AF
12
Alerus Financial
North Dakota
$79K +$45.3K +23,300 +176%
Northern Trust
13
Northern Trust
Illinois
$64K
Simplex Trading
14
Simplex Trading
Illinois
$52K +$9.88K +5,079 +26%
BWM
15
Baystate Wealth Management
Massachusetts
$43K +$5.07K +2,604 +15%
B
16
Bailard
California
$39K +$35K +18,000 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$32K -$3.31K -1,700 -10%
Renaissance Technologies
18
Renaissance Technologies
New York
$31K -$110K -56,276 -80%
Bank of America
19
Bank of America
North Carolina
$31K -$41 -21 -0.1%
Jane Street
20
Jane Street
New York
$31K +$28.1K +14,430 New
CAP
21
Columbia Advisory Partners
Washington
$22K +$19.5K +10,000 New
Morgan Stanley
22
Morgan Stanley
New York
$16K +$2.61K +1,342 +22%
Osaic Holdings
23
Osaic Holdings
Arizona
$12K +$1.27K +654 +13%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$4K
Wells Fargo
25
Wells Fargo
California
$4K +$1.95K +1,000 +103%

BWEN Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2022, worth a combined $9.04M — up 7.1% from $8.44M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BWEN and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Essex Investment Management, adding an estimated $172K. The largest seller was Ergoteles, exiting entirely with an estimated $142K sold.

  • 33 institutional investors held Broadwind (BWEN) as of Q1 2022, down from 36 in Q4 2021.
  • Funds reported $9.04M of Broadwind stock for Q1 2022, up 7.1% quarter-over-quarter.
  • 5 funds opened new Broadwind positions in Q1 2022 and 8 closed out, a net change of -3 holders.
  • The largest Broadwind buyer in Q1 2022 was Essex Investment Management, an estimated $172K added.
  • The largest Broadwind seller in Q1 2022 was Ergoteles, an estimated $142K sold.

Based on aggregated 13F filings for Q1 2022.