Redwire
72 hedge funds and large institutions have $27M invested in Redwire in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
74% more capital invested
Capital invested by funds: $15.5M → $27M (+$11.5M)
29% more funds holding
Funds holding: 56 → 72 (+16)
1% more ownership
Funds ownership: 8.37% → 9.37% (+1%)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
93% less call options, than puts
Call options by funds: $565K | Put options by funds: $8.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$1M |
| 2 |
Renaissance Technologies
New York
|
+$598K |
| 3 |
Two Sigma Investments
New York
|
+$551K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$425K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Alight Capital Management
New York
|
-$428K |
| 2 |
Morgan Stanley
New York
|
-$417K |
| 3 |
ICM
Ionic Capital Management
New York
|
-$278K |
| 4 |
LWM
LJI Wealth Management
Indianapolis,
Indiana
|
-$118K |
| 5 |
LFDLE
La Financiere de L'Echiquier
Paris,
France
|
-$118K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$30K | -10,542 | Closed |
|
77
Belvedere Trading
Chicago,
Illinois
| – | -$20.9K | -7,350 | Closed |
|
|
NFA
78
Northwest Financial Advisors
Herndon,
Virginia
| – | -$6.74K | -2,363 | Closed |
|
79
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$13 | +4 | New |
|
RDW Hedge Fund Activity: Q1 2024 in Review
72 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Redwire (RDW) for Q1 2024, worth a combined $27M — up 74% from $15.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new RDW positions and 7 closed out — a net gain of 16 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Barclays, adding an estimated $1M. The largest seller was Alight Capital Management, exiting entirely with an estimated $428K sold.
- 72 institutional investors held Redwire (RDW) as of Q1 2024, up from 56 in Q4 2023.
- Funds reported $27M of Redwire stock for Q1 2024, up 74% quarter-over-quarter.
- 23 funds opened new Redwire positions in Q1 2024 and 7 closed out, a net change of +16 holders.
- The largest Redwire buyer in Q1 2024 was Barclays, an estimated $1M added.
- The largest Redwire seller in Q1 2024 was Alight Capital Management, an estimated $428K sold.
Based on aggregated 13F filings for Q1 2024.