We are live on ! Find out more
HW

Headwaters Inc
HW

Delisted

HW was delisted on the 5th of May, 2017.

141 hedge funds and large institutions have $568M invested in Headwaters Inc in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $549M → $568M (+$18.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 154141 (-13)

21% less call options, than puts

Call options by funds: $976K | Put options by funds: $1.24M

35% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 66

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

Holders
141
Holders Change
-13
Holders Change %
-8.44%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
43
Reduced
66
Closed
26
Calls
$976K
Puts
$1.24M
Net Calls
-$259K
Net Calls Change
-$616K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$64.3M -$6.28M -691,629 -9%
GCM
2
Gates Capital Management
New York
$46.9M +$47.4M +5,213,624 New
ACM
3
Archer Capital Management
New York
$37.1M +$9.69M +1,067,136 +35%
BFA
4
BlackRock Fund Advisors
California
$34.9M +$3.89M +428,403 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.7M +$923K +101,620 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$25.2M -$3.24M -356,279 -11%
Wells Fargo
7
Wells Fargo
California
$20.5M -$16.7M -1,833,220 -45%
BIT
8
BlackRock Institutional Trust
California
$19.6M +$104K +11,427 +0.5%
RCM
9
Rutabaga Capital Management
Massachusetts
$18.8M +$6.97M +766,897 +58%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$18.4M +$6.8M +748,475 +58%
Renaissance Technologies
11
Renaissance Technologies
New York
$17.2M -$1.86M -204,386 -10%
LOAMU
12
Lombard Odier Asset Management (USA)
New York
$12.9M +$648K +71,376 +5%
State Street
13
State Street
Massachusetts
$12.9M +$77.7K +8,556 +0.6%
CAM
14
Cortina Asset Management
Wisconsin
$11.8M -$641K -70,530 -5%
American Century Companies
15
American Century Companies
Missouri
$11.8M -$1.67M -184,038 -12%
TSW
16
Thompson Siegel & Walmsley
Virginia
$11.7M -$266K -29,292 -2%
Northern Trust
17
Northern Trust
Illinois
$9.8M -$119K -13,091 -1%
SAM
18
Skyline Asset Management
Illinois
$8.33M +$8.41M +926,200 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$7.01M -$471K -51,817 -6%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$6.61M
SFM
21
Systematic Financial Management
New Jersey
$6.1M -$46.5K -5,125 -0.7%
BPIM
22
Brant Point Investment Management
New York
$5.84M -$785K -86,400 -12%
Morgan Stanley
23
Morgan Stanley
New York
$5.18M +$4.07M +448,101 +350%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$5.1M -$76.3K -8,400 -1%
UBS AM
25
UBS AM
Illinois
$5.06M +$776K +85,386 +18%

HW Hedge Fund Activity: Q3 2013 in Review

141 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q3 2013, worth a combined $568M — up 3.4% from $549M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of HW and 15 opened new positions — a net loss of 11 holders — while 66 trimmed existing stakes and 43 added.

The largest buyer was Gates Capital Management, opening a new position worth an estimated $47.4M. The largest seller was Wells Fargo, cutting an estimated $16.7M.

  • 141 institutional investors held Headwaters Inc (HW) as of Q3 2013, down from 154 in Q2 2013.
  • Funds reported $568M of Headwaters Inc stock for Q3 2013, up 3.4% quarter-over-quarter.
  • 15 funds opened new Headwaters Inc positions in Q3 2013 and 26 closed out, a net change of -11 holders.
  • The largest Headwaters Inc buyer in Q3 2013 was Gates Capital Management, an estimated $47.4M added.
  • The largest Headwaters Inc seller in Q3 2013 was Wells Fargo, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2013.