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HW

Headwaters Inc
HW

Delisted

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

210 hedge funds and large institutions have $1.35B invested in Headwaters Inc in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $960K

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

9% more capital invested

Capital invested by funds: $1.23B → $1.35B (+$116M)

7% more funds holding

Funds holding: 196210 (+14)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
210
Holders Change
+14
Holders Change %
+7.14%
% of All Funds
5.51%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
39
Increased
82
Reduced
61
Closed
24
Calls
$6.48M
Puts
$960K
Net Calls
+$5.52M
Net Calls Change
-$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$219M +$244K +12,977 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$148M -$6.28M -333,814 -4%
BFA
3
BlackRock Fund Advisors
California
$78.2M +$4.44M +236,015 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$72.2M +$1.37M +72,528 +2%
RIM
5
RS Investment Management
California
$68.5M -$11.9M -634,470 -14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$45.1M -$55.9K -2,972 -0.1%
Victory Capital Management
7
Victory Capital Management
Texas
$33.2M +$30.9M +1,641,383 +504%
BIT
8
BlackRock Institutional Trust
California
$32.1M +$1.77M +93,990 +5%
WCP
9
Waterfront Capital Partners
New York
$24.6M +$8M +425,100 +41%
State Street
10
State Street
Massachusetts
$24.3M +$231K +12,291 +0.9%
ZC
11
Zelman Capital
Ohio
$23.6M +$2.07M +110,000 +9%
Northern Trust
12
Northern Trust
Illinois
$23.5M -$621K -32,987 -2%
FMA
13
Fiduciary Management Associates
Illinois
$22.4M +$1.57M +83,345 +7%
SAM
14
Skyline Asset Management
Illinois
$22.2M -$527K -28,000 -2%
RCM
15
Rutabaga Capital Management
Massachusetts
$21.3M -$151K -7,997 -0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$21M -$9.21M -489,330 -28%
Prudential Financial
17
Prudential Financial
New Jersey
$19.9M +$5.64M +299,750 +34%
GCM
18
Gates Capital Management
New York
$18.9M -$22.7M -1,208,623 -52%
CCI
19
Columbus Circle Investors
$18.7M -$3.35M -178,097 -14%
CAM
20
Cortina Asset Management
Wisconsin
$18.7M -$324K -17,202 -2%
O
21
OppenheimerFunds
New York
$17.7M +$2.12M +112,597 +12%
FPCG
22
Fort Pitt Capital Group
Pennsylvania
$17.6M +$2.13M +113,167 +12%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$17.5M -$79.3K -4,215 -0.4%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$12.2M -$4.94M -262,680 -27%
Citadel Advisors
25
Citadel Advisors
Florida
$11.4M +$2.21M +117,631 +21%

HW Hedge Fund Activity: Q4 2015 in Review

210 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q4 2015, worth a combined $1.35B — up 9.4% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HW positions and 24 closed out — a net gain of 15 holders — while 82 added to existing stakes and 61 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $30.9M. The largest seller was Gates Capital Management, cutting an estimated $22.7M.

  • 210 institutional investors held Headwaters Inc (HW) as of Q4 2015, up from 196 in Q3 2015.
  • Funds reported $1.35B of Headwaters Inc stock for Q4 2015, up 9.4% quarter-over-quarter.
  • 39 funds opened new Headwaters Inc positions in Q4 2015 and 24 closed out, a net change of +15 holders.
  • The largest Headwaters Inc buyer in Q4 2015 was Victory Capital Management, an estimated $30.9M added.
  • The largest Headwaters Inc seller in Q4 2015 was Gates Capital Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2015.