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HW

Headwaters Inc
HW

Delisted

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

152 hedge funds and large institutions have $971M invested in Headwaters Inc in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more call options, than puts

Call options by funds: $4.63M | Put options by funds: $786K

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more capital invested

Capital invested by funds: $815M → $971M (+$157M)

6% more funds holding

Funds holding: 144152 (+8)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

Holders
152
Holders Change
+8
Holders Change %
+5.56%
% of All Funds
4.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
24
Increased
54
Reduced
52
Closed
15
Calls
$4.63M
Puts
$786K
Net Calls
+$3.84M
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M +$19M +1,455,294 +20%
GCM
2
Gates Capital Management
New York
$104M -$18M -1,377,907 -17%
BFA
3
BlackRock Fund Advisors
California
$60.4M +$4.77M +365,373 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.4M -$637K -48,775 -2%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$41.9M +$399K +30,535 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$34.8M -$3.11M -238,151 -9%
ACM
7
Archer Capital Management
New York
$33.3M -$22.6M -1,728,200 -44%
SAM
8
Skyline Asset Management
Illinois
$32.1M -$1.45M -111,300 -5%
BIT
9
BlackRock Institutional Trust
California
$30.9M -$418K -31,990 -2%
RCM
10
Rutabaga Capital Management
Massachusetts
$30.6M +$37.9K +2,900 +0.1%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$24.8M -$1.75M -133,875 -7%
CAM
12
Cortina Asset Management
Wisconsin
$22M -$60.7K -4,654 -0.3%
State Street
13
State Street
Massachusetts
$20.5M -$304K -23,256 -2%
Northern Trust
14
Northern Trust
Illinois
$19.1M +$155K +11,897 +0.9%
FMA
15
Fiduciary Management Associates
Illinois
$17.9M +$15.6M +1,193,847 New
NC
16
Northpointe Capital
Michigan
$15.3M -$5.71M -437,681 -30%
TSW
17
Thompson Siegel & Walmsley
Virginia
$14M -$1M -76,896 -8%
ZC
18
Zelman Capital
Ohio
$13.6M +$11.8M +904,461 New
FPCG
19
Fort Pitt Capital Group
Pennsylvania
$13.3M +$2.15M +164,425 +23%
Citadel Advisors
20
Citadel Advisors
Florida
$11.8M +$6.56M +502,908 +176%
CCI
21
Columbus Circle Investors
$11.8M -$9.7M -743,478 -49%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.7M -$378K -28,952 -4%
BPIM
23
Brant Point Investment Management
New York
$11.3M +$1.81M +138,900 +22%
UBS AM
24
UBS AM
Illinois
$9.27M -$1.85M -141,557 -19%
CCA
25
Canyon Capital Advisors
Texas
$9.26M -$13.8M -1,057,796 -63%

HW Hedge Fund Activity: Q4 2014 in Review

152 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q4 2014, worth a combined $971M — up 19% from $815M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new HW positions and 15 closed out — a net gain of 9 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19M. The largest seller was Archer Capital Management, cutting an estimated $22.6M.

  • 152 institutional investors held Headwaters Inc (HW) as of Q4 2014, up from 144 in Q3 2014.
  • Funds reported $971M of Headwaters Inc stock for Q4 2014, up 19% quarter-over-quarter.
  • 24 funds opened new Headwaters Inc positions in Q4 2014 and 15 closed out, a net change of +9 holders.
  • The largest Headwaters Inc buyer in Q4 2014 was Wellington Management Group, an estimated $19M added.
  • The largest Headwaters Inc seller in Q4 2014 was Archer Capital Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q4 2014.