Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Broadwind Inc (BWEN)

52 + 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
↑ +2
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — BWEN

Based on 52 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
52 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
+14 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

27 buying24 selling
Last quarter: 27 funds bought or added vs 24 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 7 → 12 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new
31 out of 52 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.
💎

Buying through price weakness — shares +2%, value -28%

Value
-27%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -28%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~10 new funds/quarter

4 → 6 → 7 → 12 → 10 new funds/Q
New funds entering each quarter: 6 → 7 → 12 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 15% newcomers

■ 72% veterans ■ 13% 1-2yr ■ 15% new
Entry-cohort mix of 53 holders: 38 (72%) are 2+ year veterans, 7 entered 1–2 years ago, and 8 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
14 of 51 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 27 hedge funds were net buyers of BWEN (10 opened a new position, 17 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in BWEN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 52.

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.

Is It Too Late to Buy Broadwind Inc (BWEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BWEN has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
BWEN
+95.9%
XLI
+11.0%

BWEN outperformed XLI by +84.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
BWEN
-9.8%
XLI
+337.7%

Since the filing became public, BWEN outperformed XLI by -347.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BWEN
52 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 52 50 4.0%
13F Shares 7M 7M 2.29%
Total Value $14M $20M -27.64%
New Positions 10 12 -2
Increased Positions 16 18 -2
Closed Positions 8 6 +2
Reduced Positions 16 11 +5
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BWEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

52 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grace & White Inc /Ny 0.73% 1,997,495 $4.2M
2 Aristides Capital LLC 0.07% 144,930 $301K
3 Quinn Opportunity Partners LLC 0.05% 471,863 $981K
4 Macco Financial Group, Inc. 0.03% 21,000 $44K
5 Essex Investment Management Co LLC 0.03% 94,788 $197K
6 Bridgeway Capital Management, LLC 0.01% 186,715 $388K
7 James Investment Research, INC. 0.01% 27,100 $56K
8 Legato Capital Management LLC 0.00% 22,289 $46K
9 Empowered Funds, LLC 0.00% 127,727 $266K
10 XTX Topco Ltd 0.00% 44,661 $93K
11 Alerus Financial NA 0.00% 13,239 $28K
12 PFG Investments, LLC 0.00% 10,000 $21K
13 Apollon Wealth Management, LLC 0.00% 27,161 $56K
14 Renaissance Technologies LLC 0.00% 193,858 $403K
15 Marshall Wace, LLP 0.00% 297,451 $619K
16 Arrowstreet Capital, Limited Partnership 0.00% 434,861 $905K
17 Centiva Capital, LP 0.00% 26,638 $55K
18 US Bancorp \de\ 0.00% 160,128 $333K
19 Hillsdale Investment Management Inc. 0.00% 6,878 $14K
20 Ritholtz Wealth Management 0.00% 10,648 $22K
21 O'shaughnessy Asset Management, LLC 0.00% 13,843 $29K
22 Tower Research Capital LLC (TRC) 0.00% 2,380 $5K
23 Captrust Financial Advisors 0.00% 24,406 $51K
24 Mariner, LLC 0.00% 35,853 $75K
25 Hrt Financial LP 0.00% 14,593 $30K
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 — 4 quarters in a row: For 4 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 — 53% buying: Last quarter: 27 funds bought or added vs 24 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 — 21% AUM from major funds: 14 of 51 holders rank in the top 100 by AUM, accounting for 21% 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?

60% of holders stayed for 2+ years: 31 out of 52 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.

Is it too late to buy Broadwind Inc (BWEN) following the 2026 Q1 hedge fund 13F filings?

As of today, BWEN has moved -9.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +337.7% for the XLI sector ETF — an outperformance of -347.5%. Since the quarter end (March 31, 2026), BWEN has gained +95.9% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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