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Broadwind

32 hedge funds and large institutions have $6.83M invested in Broadwind in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $426K | Put options by funds: $97K

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

0.21% less ownership

Funds ownership: 20.81%20.6% (-0.21%)

3% less funds holding

Funds holding: 3332 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

24% less capital invested

Capital invested by funds: $9.04M → $6.83M (-$2.21M)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
6
Closed
8
Calls
$426K
Puts
$97K
Net Calls
+$329K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$2.84M +$14.5K +8,120 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.05M -$13.9K -7,750 -1%
EIM
3
Essex Investment Management
Massachusetts
$647K +$88.5K +49,474 +14%
BlackRock
4
BlackRock
New York
$592K +$1.73K +967 +0.3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$427K -$40.8K -22,801 -8%
US Bancorp
6
US Bancorp
Minnesota
$245K +$14.5K +8,120 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$213K +$6.28K +3,511 +3%
QOP
8
Quinn Opportunity Partners
Virginia
$204K
RC
9
RBF Capital
California
$150K
State Street
10
State Street
Massachusetts
$105K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$62K -$44.6K -24,933 -40%
Northern Trust
12
Northern Trust
Illinois
$48K
Millennium Management
13
Millennium Management
New York
$46K +$50.3K +28,124 New
VF
14
Virtu Financial
New York
$38K +$41.5K +23,189 New
BWM
15
Baystate Wealth Management
Massachusetts
$32K
Citadel Advisors
16
Citadel Advisors
Florida
$25K +$28.1K +15,684 New
TSA
17
Tri-Star Advisors
Texas
$24K +$26.7K +14,923 New
AF
18
Alerus Financial
North Dakota
$22K -$41.7K -23,300 -64%
Morgan Stanley
19
Morgan Stanley
New York
$14K +$1.65K +920 +13%
Group One Trading
20
Group One Trading
Illinois
$10K +$8.2K +4,583 +367%
Osaic Holdings
21
Osaic Holdings
Arizona
$9K
Simplex Trading
22
Simplex Trading
Illinois
$5K -$38.1K -21,285 -87%
Wells Fargo
23
Wells Fargo
California
$5K +$1.81K +1,013 +51%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$3K
UBS Group
25
UBS Group
Switzerland
$3K +$2.86K +1,599 New

BWEN Hedge Fund Activity: Q2 2022 in Review

32 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q2 2022, worth a combined $6.83M — down 24% from $9.04M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BWEN and 7 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Essex Investment Management, adding an estimated $88.5K. The largest seller was Susquehanna International Group, cutting an estimated $44.6K.

  • 32 institutional investors held Broadwind (BWEN) as of Q2 2022, down from 33 in Q1 2022.
  • Funds reported $6.83M of Broadwind stock for Q2 2022, down 24% quarter-over-quarter.
  • 7 funds opened new Broadwind positions in Q2 2022 and 8 closed out, a net change of -1 holder.
  • The largest Broadwind buyer in Q2 2022 was Essex Investment Management, an estimated $88.5K added.
  • The largest Broadwind seller in Q2 2022 was Susquehanna International Group, an estimated $44.6K sold.

Based on aggregated 13F filings for Q2 2022.