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HW

Headwaters Inc
HW

Delisted

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

150 hedge funds and large institutions have $862M invested in Headwaters Inc in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $796M → $862M (+$65.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 152150 (-2)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

28% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 65

80% less call options, than puts

Call options by funds: $4.95M | Put options by funds: $24.3M

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
4.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
14
Increased
47
Reduced
65
Closed
16
Calls
$4.95M
Puts
$24.3M
Net Calls
-$19.4M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gates Capital Management
New York
$102M -$5.66M -443,595 -6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$71.6M +$31.7M +2,485,530 +93%
ACM
3
Archer Capital Management
New York
$57.9M +$1.1M +86,000 +2%
BFA
4
BlackRock Fund Advisors
California
$51.8M -$3.42M -268,211 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$37.3M +$653K +51,172 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$36.4M +$3.7M +289,885 +12%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$33.7M +$6.19M +485,050 +25%
SAM
8
Skyline Asset Management
Illinois
$30.9M +$4.36M +342,200 +18%
BIT
9
BlackRock Institutional Trust
California
$30.3M -$26.9K -2,108 -0.1%
CCI
10
Columbus Circle Investors
$29M +$15.6M +1,221,741 +141%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$25.6M -$294K -23,060 -1%
RCM
12
Rutabaga Capital Management
Massachusetts
$24.9M -$3.7M -289,901 -14%
NC
13
Northpointe Capital
Michigan
$20.9M -$175K -13,748 -0.9%
State Street
14
State Street
Massachusetts
$20.1M -$359K -28,134 -2%
CCA
15
Canyon Capital Advisors
Texas
$17.4M -$2.54M -199,400 -14%
CAM
16
Cortina Asset Management
Wisconsin
$15.6M -$269K -21,115 -2%
TSW
17
Thompson Siegel & Walmsley
Virginia
$14.9M -$5.49M -430,611 -29%
Invesco
18
Invesco
Georgia
$14.8M +$365K +28,634 +3%
Northern Trust
19
Northern Trust
Illinois
$12.9M -$4.66M -365,361 -28%
Ameriprise
20
Ameriprise
Minnesota
$12.5M +$7.49M +587,631 +187%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.7M -$125K -9,778 -1%
UBS AM
22
UBS AM
Illinois
$10.8M +$1.9M +148,800 +24%
CCM
23
Cupps Capital Management
Illinois
$9.6M +$645K +50,599 +8%
BPIM
24
Brant Point Investment Management
New York
$7.39M -$1.29M -101,200 -16%
TCIM
25
TIAA CREF Investment Management
New York
$7.09M +$32.6K +2,560 +0.5%

HW Hedge Fund Activity: Q2 2014 in Review

150 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q2 2014, worth a combined $862M — up 8.2% from $796M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of HW and 14 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 47 added.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was Lombard Odier Asset Management (USA), exiting entirely with an estimated $11.1M sold.

  • 150 institutional investors held Headwaters Inc (HW) as of Q2 2014, down from 152 in Q1 2014.
  • Funds reported $862M of Headwaters Inc stock for Q2 2014, up 8.2% quarter-over-quarter.
  • 14 funds opened new Headwaters Inc positions in Q2 2014 and 16 closed out, a net change of -2 holders.
  • The largest Headwaters Inc buyer in Q2 2014 was Wellington Management Group, an estimated $31.7M added.
  • The largest Headwaters Inc seller in Q2 2014 was Lombard Odier Asset Management (USA), an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2014.