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Broadwind

54 hedge funds and large institutions have $29.2M invested in Broadwind in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $985K | Put options by funds: $255K

276% more capital invested

Capital invested by funds: $7.75M → $29.2M (+$21.4M)

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

32% more funds holding

Funds holding: 4154 (+13)

14.32% more ownership

Funds ownership: 22.13%36.45% (+14%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
54
Holders Change
+13
Holders Change %
+31.71%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
10
Reduced
11
Closed
12
Calls
$985K
Puts
$255K
Net Calls
+$730K
Net Calls Change
+$704K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$4.92M -$1.38M -325,178 -20%
ACM
2
AIGH Capital Management
Maryland
$3.84M +$4.26M +1,000,000 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.69M +$1.35M +316,157 +49%
QOP
4
Quinn Opportunity Partners
Virginia
$2.37M +$2.13M +501,240 +430%
Millennium Management
5
Millennium Management
New York
$1.44M +$895K +210,300 +127%
BlackRock
6
BlackRock
New York
$1.38M +$6K +1,410 +0.4%
EI
7
EAM Investors
California
$1.2M +$1.33M +313,204 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$997K -$61.8K -14,522 -5%
WVP
9
Worth Venture Partners
New Jersey
$945K +$1.05M +246,000 New
EIM
10
Essex Investment Management
Massachusetts
$793K -$691K -162,317 -44%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$739K +$132K +31,003 +19%
Two Sigma Investments
12
Two Sigma Investments
New York
$658K +$729K +171,338 New
MAM
13
Must Asset Management
South Korea
$592K +$681K +159,890 New
Renaissance Technologies
14
Renaissance Technologies
New York
$515K -$371K -87,052 -39%
JP Morgan Chase
15
JP Morgan Chase
New York
$480K +$532K +124,887 New
US Bancorp
16
US Bancorp
Minnesota
$450K -$42.6K -10,000 -8%
Marshall Wace
17
Marshall Wace
United Kingdom
$393K +$435K +102,231 New
Belvedere Trading
18
Belvedere Trading
Illinois
$378K +$419K +98,376 New
Two Sigma Advisers
19
Two Sigma Advisers
New York
$271K +$301K +70,600 New
State Street
20
State Street
Massachusetts
$245K
Squarepoint
21
Squarepoint
New York
$234K +$259K +60,899 New
XT
22
XTX Topco
Cayman Islands
$230K +$255K +59,902 New
SSA
23
Schonfeld Strategic Advisors
New York
$223K +$248K +58,200 New
Simplex Trading
24
Simplex Trading
Illinois
$214K +$237K +55,762 New
Walleye Capital
25
Walleye Capital
New York
$199K +$221K +51,859 New

BWEN Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2023, worth a combined $29.2M — up 276% from $7.75M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BWEN positions and 12 closed out — a net gain of 13 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was AIGH Capital Management, opening a new position worth an estimated $4.26M. The largest seller was Grace & White Inc, cutting an estimated $1.38M.

  • 54 institutional investors held Broadwind (BWEN) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $29.2M of Broadwind stock for Q1 2023, up 276% quarter-over-quarter.
  • 25 funds opened new Broadwind positions in Q1 2023 and 12 closed out, a net change of +13 holders.
  • The largest Broadwind buyer in Q1 2023 was AIGH Capital Management, an estimated $4.26M added.
  • The largest Broadwind seller in Q1 2023 was Grace & White Inc, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2023.