We are live on ! Find out more
HW

Headwaters Inc
HW

Delisted

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

213 hedge funds and large institutions have $1.22B invested in Headwaters Inc in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 72 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

5% more funds holding

Funds holding: 202213 (+11)

9% more call options, than puts

Call options by funds: $2.83M | Put options by funds: $2.61M

1% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 71

7% less capital invested

Capital invested by funds: $1.31B → $1.22B (-$89.4M)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
213
Holders Change
+11
Holders Change %
+5.45%
% of All Funds
5.68%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.08%
New
41
Increased
72
Reduced
71
Closed
27
Calls
$2.83M
Puts
$2.61M
Net Calls
+$223K
Net Calls Change
+$604K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M -$1.88M -99,531 -1%
BFA
2
BlackRock Fund Advisors
California
$83.4M +$1.72M +91,040 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.3M +$2.1M +111,090 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$50.5M +$879K +46,587 +2%
RIM
5
RS Investment Management
California
$46.2M -$2.13M -112,894 -4%
Victory Capital Management
6
Victory Capital Management
Texas
$40.2M +$2.63M +139,247 +7%
BIT
7
BlackRock Institutional Trust
California
$33.6M -$405K -21,464 -1%
GT
8
Glenmede Trust
Pennsylvania
$29.6M +$24.9M +1,320,846 +398%
State Street
9
State Street
Massachusetts
$28.3M +$1.11M +58,850 +4%
ZC
10
Zelman Capital
Ohio
$25.8M -$755K -40,000 -3%
Northern Trust
11
Northern Trust
Illinois
$24.8M -$761K -40,305 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.4M +$5.68M +301,105 +28%
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$23.6M +$2.25M +119,271 +10%
CRCP
14
Copper Rock Capital Partners
Massachusetts
$23.4M +$24.6M +1,301,748 New
CAM
15
Cortina Asset Management
Wisconsin
$21.8M -$3.74M -198,201 -14%
SAM
16
Skyline Asset Management
Illinois
$21M -$3.79M -200,600 -15%
O
17
OppenheimerFunds
New York
$18.5M -$1.27M -67,339 -6%
MFIMFI
18
Mesirow Financial Investment Management - Fixed Income
Illinois
$18.5M +$19.5M +1,030,649 New
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17.1M +$4.78M +253,350 +36%
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$16.7M +$1.8M +95,215 +11%
EA
21
Emerald Advisers
Pennsylvania
$16.2M +$4.33M +229,351 +34%
RCM
22
Rutabaga Capital Management
Massachusetts
$14.6M -$1.59M -84,184 -9%
Prudential Financial
23
Prudential Financial
New Jersey
$14.4M -$421K -22,320 -3%
CCI
24
Columbus Circle Investors
$13.9M -$712K -37,737 -5%
TA
25
Teachers Advisors
New York
$13.1M +$1.17M +61,793 +9%

HW Hedge Fund Activity: Q2 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q2 2016, worth a combined $1.22B — down 6.8% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new HW positions and 27 closed out — a net gain of 14 holders — while 72 added to existing stakes and 71 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $24.9M. The largest seller was Waterfront Capital Partners, cutting an estimated $22.2M.

  • 213 institutional investors held Headwaters Inc (HW) as of Q2 2016, up from 202 in Q1 2016.
  • Funds reported $1.22B of Headwaters Inc stock for Q2 2016, down 6.8% quarter-over-quarter.
  • 41 funds opened new Headwaters Inc positions in Q2 2016 and 27 closed out, a net change of +14 holders.
  • The largest Headwaters Inc buyer in Q2 2016 was Glenmede Trust, an estimated $24.9M added.
  • The largest Headwaters Inc seller in Q2 2016 was Waterfront Capital Partners, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2016.