Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Broadwind Inc (BWEN)

56 + Investors. Track Smart Money conviction in BWEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
5Q ▲
Buyers last Q
56%

Smart Money Signals — BWEN

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added BWEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
56 hedge funds hold BWEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +37% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+37% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

34 buying27 selling
Last quarter: 34 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 12 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 21% new
31 out of 56 hedge funds have held BWEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +170% but shares only +14% — price-driven

Value
+169%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +170%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

6 → 7 → 12 → 10 → 15 new funds/Q
New funds entering each quarter: 7 → 12 → 10 → 15. A growing number of institutions are discovering BWEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 20% newcomers

■ 73% veterans ■ 7% 1-2yr ■ 20% new
Entry-cohort mix of 60 holders: 44 (73%) are 2+ year veterans, 4 entered 1–2 years ago, and 12 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
16 of 56 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BWEN

In 2026 Q2, 34 hedge funds were net buyers of BWEN (15 opened a new position, 19 added to an existing one), while 27 reduced or exited (16 trimmed, 11 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in BWEN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: BWEN

How many hedge funds hold BWEN — quarterly history vs. share price
Quarterly hedge fund ownership of BWEN vs. share price

Market Analysis: BWEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BWEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BWEN
56 + Investors

Track Smart Money conviction in BWEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 56 52 7.69%
13F Shares 8M 7M 14.32%
Total Value $38M $14M 169.55%
New Positions 15 10 +5
Increased Positions 18 16 +2
Closed Positions 11 8 +3
Reduced Positions 15 16 -1
Total Calls 2 2 -
Total Puts 2 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: BWEN

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Financial Highlights

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Institutional Holders (2026 Q2)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BWEN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BWEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grace & White Inc /Ny 1.36% 1,782,073 $8.6M
2 AIGH Capital Management LLC 0.35% 1,156,000 $5.6M
3 Aristides Capital LLC 0.15% 156,500 $756K
4 T3 Companies, LLC 0.11% 22,200 $107K
5 Informed Momentum Co LLC 0.08% 176,250 $851K
6 Macco Financial Group, Inc. 0.07% 21,000 $101K
7 Essex Investment Management Co LLC 0.06% 94,671 $457K
8 MYDA Advisors LLC 0.04% 50,000 $242K
9 James Investment Research, INC. 0.01% 27,100 $131K
10 Legato Capital Management LLC 0.01% 22,289 $108K
11 Bridgeway Capital Management, LLC 0.01% 58,988 $285K
12 Algert Global LLC 0.00% 67,416 $326K
13 Alerus Financial NA 0.00% 13,239 $64K
14 XTX Topco Ltd 0.00% 40,559 $196K
15 PFG Investments, LLC 0.00% 10,000 $48K
16 Apollon Wealth Management, LLC 0.00% 27,114 $131K
17 Arrowstreet Capital, Limited Partnership 0.00% 475,439 $2.3M
18 Renaissance Technologies LLC 0.00% 149,186 $721K
19 US Bancorp \de\ 0.00% 160,128 $773K
20 Sei Investments Co 0.00% 104,414 $504K
21 Group One Trading LLC 0.00% 58,168 $281K
22 NewEdge Advisors, LLC 0.00% 27,200 $131K
23 Tower Research Capital LLC (TRC) 0.00% 3,205 $15K
24 Simplex Trading, LLC 0.00% 113,080 $546K
25 Hrt Financial LP 0.00% 34,171 $165K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Broadwind Inc (BWEN)

What does the Smart Money Trend signal show for BWEN?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added BWEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BWEN?

Slight buying edge — 56% buying: Last quarter: 34 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BWEN holders?

Strong quality — 24% AUM from major funds: 16 of 56 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BWEN?

55% of holders stayed for 2+ years: 31 out of 56 hedge funds have held BWEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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