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HW

Headwaters Inc
HW

Delisted

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

170 hedge funds and large institutions have $1.18B invested in Headwaters Inc in 2015 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $5.7M | Put options by funds: $2.05M

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more capital invested

Capital invested by funds: $971M → $1.18B (+$207M)

12% more funds holding

Funds holding: 152170 (+18)

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
4.53%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
39
Increased
72
Reduced
42
Closed
20
Calls
$5.7M
Puts
$2.05M
Net Calls
+$3.65M
Net Calls Change
-$190K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$166M +$2.97M +188,927 +2%
GCM
2
Gates Capital Management
New York
$79.5M -$40.6M -2,583,898 -37%
BFA
3
BlackRock Fund Advisors
California
$78.6M +$4.03M +256,368 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$54.4M +$1.09M +69,527 +2%
RIM
5
RS Investment Management
California
$48.5M +$41.6M +2,643,118 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$44.7M +$1.85M +117,335 +5%
BIT
7
BlackRock Institutional Trust
California
$40.7M +$2.54M +161,834 +8%
SAM
8
Skyline Asset Management
Illinois
$32M -$6.22M -395,400 -18%
RCM
9
Rutabaga Capital Management
Massachusetts
$30.5M -$6M -381,496 -19%
CAM
10
Cortina Asset Management
Wisconsin
$26M -$774K -49,192 -3%
CCI
11
Columbus Circle Investors
$25.8M +$9.77M +621,332 +79%
State Street
12
State Street
Massachusetts
$25.7M +$549K +34,890 +3%
Northern Trust
13
Northern Trust
Illinois
$25.3M +$1.62M +102,941 +8%
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$23.9M -$23.5M -1,495,675 -53%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23M +$7.38M +469,274 +60%
FMA
16
Fiduciary Management Associates
Illinois
$21.8M -$79K -5,025 -0.4%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$21.8M -$7.34M -466,730 -28%
Prudential Financial
18
Prudential Financial
New Jersey
$18.5M +$8.59M +546,000 +119%
OAM
19
Oxford Asset Management
United Kingdom
$17.2M +$7.6M +483,342 +106%
FPCG
20
Fort Pitt Capital Group
Pennsylvania
$17.2M +$758K +48,200 +5%
NC
21
Northpointe Capital
Michigan
$17.1M -$1.47M -93,701 -9%
ZC
22
Zelman Capital
Ohio
$16.9M +$234K +14,854 +2%
SCM
23
SG Capital Management
Illinois
$15.2M +$13.1M +831,464 New
Invesco
24
Invesco
Georgia
$13.6M +$2.95M +187,762 +34%
UBS AM
25
UBS AM
Illinois
$13.2M +$1.59M +100,894 +16%

HW Hedge Fund Activity: Q1 2015 in Review

170 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q1 2015, worth a combined $1.18B — up 21% from $971M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HW positions and 20 closed out — a net gain of 19 holders — while 72 added to existing stakes and 42 trimmed.

The largest buyer was RS Investment Management, opening a new position worth an estimated $41.6M. The largest seller was Gates Capital Management, cutting an estimated $40.6M.

  • 170 institutional investors held Headwaters Inc (HW) as of Q1 2015, up from 152 in Q4 2014.
  • Funds reported $1.18B of Headwaters Inc stock for Q1 2015, up 21% quarter-over-quarter.
  • 39 funds opened new Headwaters Inc positions in Q1 2015 and 20 closed out, a net change of +19 holders.
  • The largest Headwaters Inc buyer in Q1 2015 was RS Investment Management, an estimated $41.6M added.
  • The largest Headwaters Inc seller in Q1 2015 was Gates Capital Management, an estimated $40.6M sold.

Based on aggregated 13F filings for Q1 2015.