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Broadwind

41 hedge funds and large institutions have $10.2M invested in Broadwind in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,550% more call options, than puts

Call options by funds: $33K | Put options by funds: $2K

3.52% less ownership

Funds ownership: 28.06%24.54% (-3.5%)

5% less funds holding

Funds holding: 4341 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

27% less capital invested

Capital invested by funds: $14M → $10.2M (-$3.79M)

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
19
Closed
8
Calls
$33K
Puts
$2K
Net Calls
+$31K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$3.72M +$504K +265,344 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82M -$27.2K -14,319 -1%
QOP
3
Quinn Opportunity Partners
Virginia
$926K
BlackRock
4
BlackRock
New York
$686K -$120 -63 -0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$477K -$193K -101,689 -29%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$438K +$9.55K +5,029 +2%
US Bancorp
7
US Bancorp
Minnesota
$269K
Renaissance Technologies
8
Renaissance Technologies
New York
$205K -$42.9K -22,584 -17%
PCM
9
Perritt Capital Management
Illinois
$199K -$35K -18,410 -15%
BCM
10
Bridgeway Capital Management
Texas
$170K +$17.4K +9,176 +11%
EF
11
Empowered Funds
Pennsylvania
$161K +$7.93K +4,176 +5%
State Street
12
State Street
Massachusetts
$140K +$18.6K +9,800 +15%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$130K -$58.9K -31,032 -31%
EIM
14
Essex Investment Management
Massachusetts
$114K -$13.4K -7,030 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$85K
LPL Financial
16
LPL Financial
California
$82K -$16.3K -8,572 -16%
Squarepoint
17
Squarepoint
New York
$76.2K +$77K +40,532 New
Northern Trust
18
Northern Trust
Illinois
$69.1K
RWM
19
Ritholtz Wealth Management
New York
$59K -$35.8K -18,867 -38%
Mariner
20
Mariner
Kansas
$56.4K +$57K +30,000 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$42K -$185K -97,392 -81%
LCC
22
Lincoln Capital Corp
Rhode Island
$37.2K -$6.9K -3,635 -16%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$34.9K +$35.3K +18,563 New
LCM
24
Legato Capital Management
California
$27.8K
RC
25
RBF Capital
California
$27.6K -$57.5K -30,267 -67%

BWEN Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Broadwind (BWEN) for Q4 2024, worth a combined $10.2M — down 27% from $14M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BWEN and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 8 added.

The largest buyer was Grace & White Inc, adding an estimated $504K. The largest seller was Russell Investments Group, exiting entirely with an estimated $815K sold.

  • 41 institutional investors held Broadwind (BWEN) as of Q4 2024, down from 43 in Q3 2024.
  • Funds reported $10.2M of Broadwind stock for Q4 2024, down 27% quarter-over-quarter.
  • 6 funds opened new Broadwind positions in Q4 2024 and 8 closed out, a net change of -2 holders.
  • The largest Broadwind buyer in Q4 2024 was Grace & White Inc, an estimated $504K added.
  • The largest Broadwind seller in Q4 2024 was Russell Investments Group, an estimated $815K sold.

Based on aggregated 13F filings for Q4 2024.