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Broadwind

46 hedge funds and large institutions have $13.9M invested in Broadwind in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

0.19% less ownership

Funds ownership: 27.29%27.11% (-0.19%)

10% less funds holding

Funds holding: 5146 (-5)

14% less capital invested

Capital invested by funds: $16.2M → $13.9M (-$2.28M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

56% less call options, than puts

Call options by funds: $60K | Put options by funds: $137K

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
13
Closed
8
Calls
$60K
Puts
$137K
Net Calls
-$77K
Net Calls Change
-$226K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$3.82M
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.34M
QOP
3
Quinn Opportunity Partners
Virginia
$1.34M -$58.6K -23,895 -4%
BlackRock
4
BlackRock
New York
$863K +$5.99K +2,442 +0.7%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$858K +$59.2K +24,119 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$701K +$53.4K +21,772 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$495K +$28.2K +11,493 +6%
EIM
8
Essex Investment Management
Massachusetts
$466K +$121K +49,173 +34%
GCP
9
GSA Capital Partners
United Kingdom
$416K +$216K +87,911 +101%
PCM
10
Perritt Capital Management
Illinois
$357K
US Bancorp
11
US Bancorp
Minnesota
$341K
Boston Partners
12
Boston Partners
Massachusetts
$202K
State Street
13
State Street
Massachusetts
$154K
Citadel Advisors
14
Citadel Advisors
Florida
$148K +$98.2K +40,023 +179%
Millennium Management
15
Millennium Management
New York
$139K -$157K -63,872 -52%
Renaissance Technologies
16
Renaissance Technologies
New York
$121K -$125K -50,964 -50%
BCM
17
Bridgeway Capital Management
Texas
$118K +$9.02K +3,675 +8%
EF
18
Empowered Funds
Pennsylvania
$118K +$9.02K +3,675 +8%
RC
19
RBF Capital
California
$107K
Marshall Wace
20
Marshall Wace
United Kingdom
$104K -$128K -52,319 -54%
SSA
21
Schonfeld Strategic Advisors
New York
$86.6K -$30.2K -12,300 -25%
Northern Trust
22
Northern Trust
Illinois
$82.2K -$5.22K -2,127 -6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$78K -$37 -15 -0%
LPL Financial
24
LPL Financial
California
$64.6K +$32.4K +13,200 +95%
LCC
25
Lincoln Capital Corp
Rhode Island
$49K +$50.5K +20,600 New

BWEN Hedge Fund Activity: Q1 2024 in Review

46 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q1 2024, worth a combined $13.9M — down 14% from $16.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BWEN and 5 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was GSA Capital Partners, adding an estimated $216K. The largest seller was Millennium Management, cutting an estimated $157K.

  • 46 institutional investors held Broadwind (BWEN) as of Q1 2024, down from 51 in Q4 2023.
  • Funds reported $13.9M of Broadwind stock for Q1 2024, down 14% quarter-over-quarter.
  • 5 funds opened new Broadwind positions in Q1 2024 and 8 closed out, a net change of -3 holders.
  • The largest Broadwind buyer in Q1 2024 was GSA Capital Partners, an estimated $216K added.
  • The largest Broadwind seller in Q1 2024 was Millennium Management, an estimated $157K sold.

Based on aggregated 13F filings for Q1 2024.