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HW

Headwaters Inc
HW

Delisted

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

184 hedge funds and large institutions have $1.56B invested in Headwaters Inc in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 57

20% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $951K

6% more capital invested

Capital invested by funds: $1.47B → $1.56B (+$85.1M)

8% less funds holding

Funds holding: 200184 (-16)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
4.58%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
29
Increased
69
Reduced
57
Closed
38
Calls
$1.14M
Puts
$951K
Net Calls
+$193K
Net Calls Change
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$208M +$206M +8,859,548 +140,472%
Vanguard Group
2
Vanguard Group
Pennsylvania
$159M +$13.9M +595,969 +10%
MF
3
Magnetar Financial
Illinois
$83.7M +$83M +3,564,123 New
AA
4
AQR Arbitrage
Connecticut
$75.3M +$4.81M +206,544 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.4M -$25.8K -1,107 -0%
AAM
6
Alpine Associates Management
Florida
$65.5M +$30.7M +1,317,067 +90%
JP Morgan Chase
7
JP Morgan Chase
New York
$50.1M +$8.51M +365,399 +21%
State Street
8
State Street
Massachusetts
$40M +$2.88M +123,622 +8%
Citigroup
9
Citigroup
New York
$34M +$4.46M +191,469 +15%
OAC
10
OMERS Administration Corp
Ontario, Canada
$33.4M +$10.8M +463,895 +48%
Grantham, Mayo, Van Otterloo & Co (GMO)
11
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$32.5M +$32.2M +1,384,895 New
FCM
12
Farallon Capital Management
California
$30.6M +$30.4M +1,305,000 New
FPCG
13
Fort Pitt Capital Group
Pennsylvania
$30.4M -$413K -17,732 -1%
UOC
14
UBS O'Connor
Illinois
$28.8M +$28.5M +1,225,000 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.8M -$16.7M -717,317 -39%
Deutsche Bank
16
Deutsche Bank
Germany
$26.8M +$1.69M +72,484 +7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$26.2M -$44.7M -1,919,906 -63%
Northern Trust
18
Northern Trust
Illinois
$24.9M +$137K +5,884 +0.6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$23.9M
WIC
20
Water Island Capital
New York
$22M +$5.32M +228,437 +32%
Goldman Sachs
21
Goldman Sachs
New York
$18.1M +$3.84M +164,876 +27%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$15.6M -$9.34K -401 -0.1%
Citadel Advisors
23
Citadel Advisors
Florida
$15.2M +$15M +645,390 New
Invesco
24
Invesco
Georgia
$15M -$7.33M -314,920 -33%
CI
25
Cowen Inc
New York
$14.2M -$41.6M -1,789,000 -75%

HW Hedge Fund Activity: Q1 2017 in Review

184 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Headwaters Inc (HW) for Q1 2017, worth a combined $1.56B — up 5.8% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HW and 29 opened new positions — a net loss of 9 holders — while 57 trimmed existing stakes and 69 added.

The largest buyer was BlackRock, adding an estimated $206M. The largest seller was Wellington Management Group, cutting an estimated $44.7M.

  • 184 institutional investors held Headwaters Inc (HW) as of Q1 2017, down from 200 in Q4 2016.
  • Funds reported $1.56B of Headwaters Inc stock for Q1 2017, up 5.8% quarter-over-quarter.
  • 29 funds opened new Headwaters Inc positions in Q1 2017 and 38 closed out, a net change of -9 holders.
  • The largest Headwaters Inc buyer in Q1 2017 was BlackRock, an estimated $206M added.
  • The largest Headwaters Inc seller in Q1 2017 was Wellington Management Group, an estimated $44.7M sold.

Based on aggregated 13F filings for Q1 2017.