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HW

Headwaters Inc
HW

Delisted

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

205 hedge funds and large institutions have $1.15B invested in Headwaters Inc in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 213205 (-8)

6% less capital invested

Capital invested by funds: $1.22B → $1.15B (-$73.8M)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

28% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $2.61M

Holders
205
Holders Change
-8
Holders Change %
-3.76%
% of All Funds
5.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
78
Reduced
73
Closed
34
Calls
$1.87M
Puts
$2.61M
Net Calls
-$738K
Net Calls Change
-$961K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$162M +$25.7M +1,391,909 +17%
BFA
2
BlackRock Fund Advisors
California
$85.1M +$7.05M +382,340 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$78.8M +$2.39M +129,516 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$53.6M +$17M +922,355 +41%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48.5M +$1.01M +54,738 +2%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$48.4M +$35.5M +1,924,971 +206%
GT
7
Glenmede Trust
Pennsylvania
$32.4M +$4.85M +262,861 +16%
BIT
8
BlackRock Institutional Trust
California
$32M +$367K +19,876 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$30.2M +$7.81M +423,483 +31%
State Street
10
State Street
Massachusetts
$27.4M +$805K +43,633 +3%
FPCG
11
Fort Pitt Capital Group
Pennsylvania
$22.4M +$182K +9,870 +0.8%
Northern Trust
12
Northern Trust
Illinois
$22M -$1.49M -80,742 -6%
CRCP
13
Copper Rock Capital Partners
Massachusetts
$21.8M -$219K -11,854 -0.9%
MFIMFI
14
Mesirow Financial Investment Management - Fixed Income
Illinois
$19.9M +$2.72M +147,295 +14%
SAM
15
Skyline Asset Management
Illinois
$19.8M +$27.7K +1,500 +0.1%
Citadel Advisors
16
Citadel Advisors
Florida
$19.2M +$8.66M +469,547 +71%
EMFAT
17
Emerald Mutual Fund Advisers Trust
Pennsylvania
$16.6M +$511K +27,700 +3%
CAM
18
Cortina Asset Management
Wisconsin
$16.2M -$4.74M -256,956 -21%
EA
19
Emerald Advisers
Pennsylvania
$15.3M -$46.1K -2,500 -0.3%
ZC
20
Zelman Capital
Ohio
$14.8M -$10.5M -568,259 -39%
TA
21
Teachers Advisors
New York
$12.3M -$4.8K -260 -0%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$11.3M
Invesco
23
Invesco
Georgia
$11.3M +$1.45M +78,604 +13%
FCG
24
FrontFour Capital Group
Connecticut
$11.3M +$4.46M +242,005 +57%
PCM
25
Penn Capital Management
Pennsylvania
$9.66M -$1.27M -69,031 -11%

HW Hedge Fund Activity: Q3 2016 in Review

205 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q3 2016, worth a combined $1.15B — down 6% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HW and 28 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 78 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $35.5M. The largest seller was OppenheimerFunds, cutting an estimated $18.5M.

  • 205 institutional investors held Headwaters Inc (HW) as of Q3 2016, down from 213 in Q2 2016.
  • Funds reported $1.15B of Headwaters Inc stock for Q3 2016, down 6% quarter-over-quarter.
  • 28 funds opened new Headwaters Inc positions in Q3 2016 and 34 closed out, a net change of -6 holders.
  • The largest Headwaters Inc buyer in Q3 2016 was Cramer Rosenthal McGlynn, an estimated $35.5M added.
  • The largest Headwaters Inc seller in Q3 2016 was OppenheimerFunds, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2016.