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HW

Headwaters Inc
HW

Delisted

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

202 hedge funds and large institutions have $1.31B invested in Headwaters Inc in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 101 increasing their positions, 50 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more funds holding in top 10

Funds holding in top 10: 19 (+8)

102% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 50

3% less capital invested

Capital invested by funds: $1.35B → $1.31B (-$33.9M)

4% less funds holding

Funds holding: 210202 (-8)

12% less call options, than puts

Call options by funds: $2.92M | Put options by funds: $3.3M

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

Holders
202
Holders Change
-8
Holders Change %
-3.81%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+800%
% of All Funds
0.24%
New
31
Increased
101
Reduced
50
Closed
38
Calls
$2.92M
Puts
$3.3M
Net Calls
-$381K
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$164M -$8.03M -478,746 -5%
BFA
2
BlackRock Fund Advisors
California
$90.4M -$1.3M -77,698 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$87.7M +$2.38M +141,722 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54.9M +$1.64M +97,543 +4%
RIM
5
RS Investment Management
California
$53.3M -$23M -1,370,238 -34%
Victory Capital Management
6
Victory Capital Management
Texas
$41.7M +$2.29M +136,763 +7%
BIT
7
BlackRock Institutional Trust
California
$37.6M -$146K -8,719 -0.5%
State Street
8
State Street
Massachusetts
$30.1M +$1.33M +79,522 +6%
ZC
9
Zelman Capital
Ohio
$29.4M +$1.36M +81,000 +6%
WCP
10
Waterfront Capital Partners
New York
$28.5M -$409K -24,369 -2%
CAM
11
Cortina Asset Management
Wisconsin
$28M +$5.06M +302,076 +27%
Northern Trust
12
Northern Trust
Illinois
$27.8M +$459K +27,398 +2%
SAM
13
Skyline Asset Management
Illinois
$27.2M +$845K +50,400 +4%
FMA
14
Fiduciary Management Associates
Illinois
$25.9M -$456K -27,210 -2%
FPCG
15
Fort Pitt Capital Group
Pennsylvania
$23.7M +$2.58M +153,875 +15%
O
16
OppenheimerFunds
New York
$21.8M +$870K +51,903 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21M -$3.17M -189,069 -15%
RCM
18
Rutabaga Capital Management
Massachusetts
$18M -$6.12M -365,215 -29%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$16.6M -$3.37M -200,775 -19%
Prudential Financial
20
Prudential Financial
New Jersey
$16.4M -$5.96M -355,320 -30%
CCI
21
Columbus Circle Investors
$16.1M -$5M -298,352 -27%
Ameriprise
22
Ameriprise
Minnesota
$14.9M +$2.34M +139,624 +23%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.8M +$3M +179,239 +35%
EA
24
Emerald Advisers
Pennsylvania
$13.4M +$2.11M +125,704 +23%
Public Employees Retirement Association of Colorado
25
Public Employees Retirement Association of Colorado
Colorado
$13.4M +$2.33M +139,123 +26%

HW Hedge Fund Activity: Q1 2016 in Review

202 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q1 2016, worth a combined $1.31B — down 2.5% from $1.35B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HW and 31 opened new positions — a net loss of 7 holders — while 50 trimmed existing stakes and 101 added.

The largest buyer was Teachers Advisors, adding an estimated $9.27M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $219M sold.

  • 202 institutional investors held Headwaters Inc (HW) as of Q1 2016, down from 210 in Q4 2015.
  • Funds reported $1.31B of Headwaters Inc stock for Q1 2016, down 2.5% quarter-over-quarter.
  • 31 funds opened new Headwaters Inc positions in Q1 2016 and 38 closed out, a net change of -7 holders.
  • The largest Headwaters Inc buyer in Q1 2016 was Teachers Advisors, an estimated $9.27M added.
  • The largest Headwaters Inc seller in Q1 2016 was Americafirst Capital Management, an estimated $219M sold.

Based on aggregated 13F filings for Q1 2016.