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Broadwind

50 hedge funds and large institutions have $26M invested in Broadwind in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.7% less ownership

Funds ownership: 54.84%53.14% (-1.7%)

11% less funds holding

Funds holding: 5650 (-6)

37% less capital invested

Capital invested by funds: $41.4M → $26M (-$15.4M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
17
Closed
12
Calls
Puts
$41K
Net Calls
-$41K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
26
A.R.T. Advisors
New York
$60K -$241K -64,112 -77%
SEI Investments
27
SEI Investments
Pennsylvania
$58K +$37.2K +9,896 +121%
JP Morgan Chase
28
JP Morgan Chase
New York
$45K -$25.2K -6,708 -32%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$39K -$45.8K -12,164 -50%
DI
30
Dalton Investments
Nevada
$36K
PAM
31
Panagora Asset Management
Massachusetts
$32K -$7.99K -2,123 -18%
ST
32
Spot Trading
Illinois
$30K -$62.2K -16,533 -64%
Barclays
33
Barclays
United Kingdom
$25K +$28.7K +7,626 +6,809%
TRCT
34
Tower Research Capital (TRC)
New York
$16K -$13.8K -3,681 -42%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$16K
Wells Fargo
36
Wells Fargo
California
$15K +$17.9K +4,746 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$13K
Zurich Cantonal Bank
38
Zurich Cantonal Bank
Switzerland
$9K +$10K +2,670 New
Morgan Stanley
39
Morgan Stanley
New York
$8K -$165K -43,803 -94%
NFA
40
Nationwide Fund Advisors
Ohio
$8K
UBS Group
41
UBS Group
Switzerland
$8K +$9.02K +2,397 +5,993%
EWM
42
Edge Wealth Management
New York
$1K -$75.2K -20,000 -99%
Simplex Trading
43
Simplex Trading
Illinois
$1K -$9.83K -2,612 -88%
RBC
44
Roble Belko & Company
Pennsylvania
$1K
NSIM
45
North Star Investment Management
Illinois
$1K +$1.32K +350 New
GI
46
GS Investments
Minnesota
$71
Millennium Management
47
Millennium Management
New York
-$308K -61,193 Closed
AIM
48
Alambic Investment Management
California
-$216K -42,906 Closed
CAM
49
ClariVest Asset Management
California
-$142K -28,188 Closed
EDRH
50
Edmond de Rothschild Holding
Switzerland
-$119K -23,600 Closed