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HW

Headwaters Inc
HW

Delisted

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

144 hedge funds and large institutions have $815M invested in Headwaters Inc in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $851K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 150144 (-6)

5% less capital invested

Capital invested by funds: $862M → $815M (-$46.9M)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

32% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 63

Holders
144
Holders Change
-6
Holders Change %
-4%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
15
Increased
43
Reduced
63
Closed
19
Calls
$5.1M
Puts
$851K
Net Calls
+$4.25M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gates Capital Management
New York
$104M +$12.3M +975,976 +13%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$93.1M +$28.6M +2,269,861 +44%
ACM
3
Archer Capital Management
New York
$49.5M -$2.79M -221,161 -5%
BFA
4
BlackRock Fund Advisors
California
$45.9M -$852K -67,631 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$36.9M +$3.27M +259,932 +10%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$34.7M +$4.28M +340,146 +14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$32.1M -$775K -61,540 -2%
SAM
8
Skyline Asset Management
Illinois
$28.2M +$298K +23,700 +1%
BIT
9
BlackRock Institutional Trust
California
$26.2M -$1.15M -91,207 -4%
RCM
10
Rutabaga Capital Management
Massachusetts
$25.6M +$3.08M +244,961 +14%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$22.4M -$685K -54,360 -3%
CCA
12
Canyon Capital Advisors
Texas
$21M +$5.35M +424,465 +34%
CCI
13
Columbus Circle Investors
$19.2M -$7.04M -558,801 -27%
CAM
14
Cortina Asset Management
Wisconsin
$18.4M +$4.39M +348,334 +31%
NC
15
Northpointe Capital
Michigan
$18.3M -$551K -43,779 -3%
State Street
16
State Street
Massachusetts
$17.4M -$711K -56,449 -4%
Northern Trust
17
Northern Trust
Illinois
$15.8M +$4.2M +333,393 +36%
TSW
18
Thompson Siegel & Walmsley
Virginia
$12.7M -$798K -63,352 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$10.2M -$350K -27,833 -3%
UBS AM
20
UBS AM
Illinois
$9.53M -$209K -16,607 -2%
Invesco
21
Invesco
Georgia
$9.52M -$3.86M -306,141 -29%
LOAMU
22
Lombard Odier Asset Management (USA)
New York
$9.18M +$9.22M +732,228 New
FPCG
23
Fort Pitt Capital Group
Pennsylvania
$9.06M +$9.1M +722,267 +173,622%
BPIM
24
Brant Point Investment Management
New York
$7.75M +$1.08M +85,800 +16%
TCIM
25
TIAA CREF Investment Management
New York
$6.25M -$150K -11,904 -2%

HW Hedge Fund Activity: Q3 2014 in Review

144 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q3 2014, worth a combined $815M — down 5.4% from $862M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of HW and 15 opened new positions — a net loss of 4 holders — while 63 trimmed existing stakes and 43 added.

The largest buyer was Wellington Management Group, adding an estimated $28.6M. The largest seller was Ameriprise, cutting an estimated $7.26M.

  • 144 institutional investors held Headwaters Inc (HW) as of Q3 2014, down from 150 in Q2 2014.
  • Funds reported $815M of Headwaters Inc stock for Q3 2014, down 5.4% quarter-over-quarter.
  • 15 funds opened new Headwaters Inc positions in Q3 2014 and 19 closed out, a net change of -4 holders.
  • The largest Headwaters Inc buyer in Q3 2014 was Wellington Management Group, an estimated $28.6M added.
  • The largest Headwaters Inc seller in Q3 2014 was Ameriprise, an estimated $7.26M sold.

Based on aggregated 13F filings for Q3 2014.