We are live on ! Find out more
HW

Headwaters Inc
HW

Delisted

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

200 hedge funds and large institutions have $1.47B invested in Headwaters Inc in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.1M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

28% more capital invested

Capital invested by funds: $1.15B → $1.47B (+$321M)

5% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 63

2% less funds holding

Funds holding: 205200 (-5)

19% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 64

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
5%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
60
Increased
52
Reduced
64
Closed
63
Calls
$2.57M
Puts
$1.1M
Net Calls
+$1.47M
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$145M +$30.5M +1,499,441 +32%
BFA
2
BlackRock Fund Advisors
California
$134M +$13.4M +659,919 +13%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$71.4M -$133M -6,529,350 -68%
AA
4
AQR Arbitrage
Connecticut
$70.6M +$61M +3,001,071 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.5M -$853K -41,969 -1%
CI
6
Cowen Inc
New York
$56.3M +$48.6M +2,392,282 New
BIT
7
BlackRock Institutional Trust
California
$44.6M +$56.4K +2,777 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$43.7M +$1.57M +77,415 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$41.6M +$34.9M +1,716,401 +3,359%
State Street
10
State Street
Massachusetts
$37.1M -$859K -42,258 -3%
AAM
11
Alpine Associates Management
Florida
$34.6M +$29.9M +1,470,851 New
FPCG
12
Fort Pitt Capital Group
Pennsylvania
$30.9M -$238K -11,705 -0.9%
Citigroup
13
Citigroup
New York
$29.6M +$24.1M +1,184,920 +1,644%
Deutsche Bank
14
Deutsche Bank
Germany
$25.1M +$13.9M +685,804 +180%
Northern Trust
15
Northern Trust
Illinois
$24.8M -$4.98M -245,074 -19%
CC
16
Coastland Capital
California
$24.5M +$21.2M +1,040,926 New
Allianz Asset Management
17
Allianz Asset Management
Germany
$24M +$19.4M +953,546 +1,435%
OAC
18
OMERS Administration Corp
Ontario, Canada
$22.5M +$19.5M +958,600 New
Invesco
19
Invesco
Georgia
$22.4M +$5.81M +285,788 +43%
CRM
20
Cramer Rosenthal McGlynn
Connecticut
$17.9M -$42.6M -2,097,820 -73%
GT
21
Glenmede Trust
Pennsylvania
$17M -$24.2M -1,192,545 -62%
AAM
22
ACK Asset Management
Connecticut
$16.8M +$6.5M +320,000 +81%
WIC
23
Water Island Capital
New York
$16.6M +$14.4M +707,383 New
Public Employees Retirement Association of Colorado
24
Public Employees Retirement Association of Colorado
Colorado
$15.7M -$51.8K -2,547 -0.4%
Morgan Stanley
25
Morgan Stanley
New York
$15.3M +$7.43M +365,325 +128%

HW Hedge Fund Activity: Q4 2016 in Review

200 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q4 2016, worth a combined $1.47B — up 28% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of HW and 60 opened new positions — a net loss of 3 holders — while 64 trimmed existing stakes and 52 added.

The largest buyer was AQR Arbitrage, opening a new position worth an estimated $61M. The largest seller was Wellington Management Group, cutting an estimated $133M.

  • 200 institutional investors held Headwaters Inc (HW) as of Q4 2016, down from 205 in Q3 2016.
  • Funds reported $1.47B of Headwaters Inc stock for Q4 2016, up 28% quarter-over-quarter.
  • 60 funds opened new Headwaters Inc positions in Q4 2016 and 63 closed out, a net change of -3 holders.
  • The largest Headwaters Inc buyer in Q4 2016 was AQR Arbitrage, an estimated $61M added.
  • The largest Headwaters Inc seller in Q4 2016 was Wellington Management Group, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2016.