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HW

Headwaters Inc
HW

Delisted

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

196 hedge funds and large institutions have $1.23B invested in Headwaters Inc in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15M | Put options by funds: $4M

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

9% more funds holding

Funds holding: 180196 (+16)

6% more capital invested

Capital invested by funds: $1.16B → $1.23B (+$66.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 70

Holders
196
Holders Change
+16
Holders Change %
+8.89%
% of All Funds
5.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
35
Increased
70
Reduced
70
Closed
16
Calls
$15M
Puts
$4M
Net Calls
+$11M
Net Calls Change
-$9.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$171M +$1.67M +85,429 +0.9%
RIM
2
RS Investment Management
California
$88.2M +$20.1M +1,027,336 +28%
BFA
3
BlackRock Fund Advisors
California
$82.7M +$3.18M +162,555 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$79.1M +$23.2M +1,184,837 +39%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$50.3M +$2.17M +111,016 +4%
GCM
6
Gates Capital Management
New York
$43.7M -$30.2M -1,540,184 -40%
BIT
7
BlackRock Institutional Trust
California
$34M -$2.75M -140,679 -7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$32.6M -$1.98M -101,150 -6%
Northern Trust
9
Northern Trust
Illinois
$26.8M +$27.8K +1,418 +0.1%
State Street
10
State Street
Massachusetts
$26.8M +$301K +15,401 +1%
SAM
11
Skyline Asset Management
Illinois
$25.3M -$5.11M -260,800 -16%
ZC
12
Zelman Capital
Ohio
$24.2M +$3.45M +176,452 +16%
CCI
13
Columbus Circle Investors
$24.2M -$2.81M -143,740 -10%
RCM
14
Rutabaga Capital Management
Massachusetts
$23.9M -$4.74M -242,141 -16%
FMA
15
Fiduciary Management Associates
Illinois
$23.4M -$968K -49,470 -4%
CAM
16
Cortina Asset Management
Wisconsin
$21.2M -$4.07M -207,828 -16%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$19.6M +$737K +37,624 +4%
WCP
18
Waterfront Capital Partners
New York
$19.5M +$5.2M +265,557 +35%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$18.5M -$2.56M -130,825 -12%
O
20
OppenheimerFunds
New York
$17.6M +$6.04M +308,690 +49%
FPCG
21
Fort Pitt Capital Group
Pennsylvania
$17.5M -$121K -6,200 -0.7%
Prudential Financial
22
Prudential Financial
New Jersey
$16.6M +$1.97M +100,500 +13%
Invesco
23
Invesco
Georgia
$12.8M +$93.8K +4,791 +0.7%
Ameriprise
24
Ameriprise
Minnesota
$12.2M +$1.13M +57,878 +10%
Citadel Advisors
25
Citadel Advisors
Florida
$10.5M +$4.89M +249,576 +81%

HW Hedge Fund Activity: Q3 2015 in Review

196 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q3 2015, worth a combined $1.23B — up 5.7% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HW positions and 16 closed out — a net gain of 19 holders — while 70 added to existing stakes and 70 trimmed.

The largest buyer was Vanguard Group, adding an estimated $23.2M. The largest seller was Gates Capital Management, cutting an estimated $30.2M.

  • 196 institutional investors held Headwaters Inc (HW) as of Q3 2015, up from 180 in Q2 2015.
  • Funds reported $1.23B of Headwaters Inc stock for Q3 2015, up 5.7% quarter-over-quarter.
  • 35 funds opened new Headwaters Inc positions in Q3 2015 and 16 closed out, a net change of +19 holders.
  • The largest Headwaters Inc buyer in Q3 2015 was Vanguard Group, an estimated $23.2M added.
  • The largest Headwaters Inc seller in Q3 2015 was Gates Capital Management, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2015.