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Broadwind

51 hedge funds and large institutions have $16.2M invested in Broadwind in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,242% more call options, than puts

Call options by funds: $161K | Put options by funds: $12K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 5151 (0)

4.77% less ownership

Funds ownership: 32.06%27.29% (-4.8%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

26% less capital invested

Capital invested by funds: $22M → $16.2M (-$5.76M)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
16
Closed
13
Calls
$161K
Puts
$12K
Net Calls
+$149K
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$4.45M +$856K +324,226 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72M
QOP
3
Quinn Opportunity Partners
Virginia
$1.63M +$13.2K +5,000 +0.9%
BlackRock
4
BlackRock
New York
$998K -$3.52K -1,334 -0.4%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$931K -$71K -26,884 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$755K +$81.6K +30,877 +13%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$545K +$407 +154 +0.1%
PCM
8
Perritt Capital Management
Illinois
$416K +$106K +40,000 +36%
EIM
9
Essex Investment Management
Massachusetts
$406K -$155K -58,524 -29%
US Bancorp
10
US Bancorp
Minnesota
$396K +$68.7K +26,000 +22%
Millennium Management
11
Millennium Management
New York
$338K -$4.83K -1,829 -1%
Renaissance Technologies
12
Renaissance Technologies
New York
$282K -$15.7K -5,928 -6%
Marshall Wace
13
Marshall Wace
United Kingdom
$266K -$18.1K -6,855 -7%
GCP
14
GSA Capital Partners
United Kingdom
$241K +$88.8K +33,600 +63%
Boston Partners
15
Boston Partners
Massachusetts
$235K -$126K -47,539 -36%
State Street
16
State Street
Massachusetts
$179K
SSA
17
Schonfeld Strategic Advisors
New York
$135K -$264 -100 -0.2%
BCM
18
Bridgeway Capital Management
Texas
$127K +$121K +45,735 New
EF
19
Empowered Funds
Pennsylvania
$127K +$121K +45,735 New
RC
20
RBF Capital
California
$125K
Northern Trust
21
Northern Trust
Illinois
$102K +$13K +4,918 +15%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$94.6K -$52.5K -19,885 -37%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$91K +$86.4K +32,715 New
Morgan Stanley
24
Morgan Stanley
New York
$71.8K +$32.9K +12,456 +93%
Citadel Advisors
25
Citadel Advisors
Florida
$61.8K +$38K +14,395 +182%

BWEN Hedge Fund Activity: Q4 2023 in Review

51 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2023, worth a combined $16.2M — down 26% from $22M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BWEN positions and 13 closed out — a net gain of 1 holder — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Grace & White Inc, adding an estimated $856K. The largest seller was AIGH Capital Management, exiting entirely with an estimated $3.17M sold.

  • 51 institutional investors held Broadwind (BWEN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $16.2M of Broadwind stock for Q4 2023, down 26% quarter-over-quarter.
  • 14 funds opened new Broadwind positions in Q4 2023 and 13 closed out, a net change of +1 holder.
  • The largest Broadwind buyer in Q4 2023 was Grace & White Inc, an estimated $856K added.
  • The largest Broadwind seller in Q4 2023 was AIGH Capital Management, an estimated $3.17M sold.

Based on aggregated 13F filings for Q4 2023.