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Broadwind

45 hedge funds and large institutions have $32.9M invested in Broadwind in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $261K | Put options by funds: $161K

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 4445 (+1)

5.51% less ownership

Funds ownership: 41.08%35.56% (-5.5%)

29% less capital invested

Capital invested by funds: $46.4M → $32.9M (-$13.6M)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
11
Closed
7
Calls
$261K
Puts
$161K
Net Calls
+$100K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$92K +$46.8K +9,522 +88%
CFG
27
Citizens Financial Group
Rhode Island
$61K +$65.7K +13,363 New
Osaic Holdings
28
Osaic Holdings
Arizona
$59K -$55.6K -11,300 -47%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$51K -$7.04K -1,433 -11%
UBS Group
30
UBS Group
Switzerland
$32K +$30.9K +6,295 +821%
Morgan Stanley
31
Morgan Stanley
New York
$30K +$639 +130 +2%
KFS
32
Kelly Financial Services
Massachusetts
$25K +$433 +88 +352%
Wells Fargo
33
Wells Fargo
California
$22K -$21.4K -4,357 -47%
TRCT
34
Tower Research Capital (TRC)
New York
$13K -$2.58K -524 -16%
JFGIW
35
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
SPIA
36
Steward Partners Investment Advisory
New York
$5K
Simplex Trading
37
Simplex Trading
Illinois
$4K +$3.48K +708 +186%
CWA
38
Clearview Wealth Advisors
Oregon
$2K
HI
39
Harbour Investments
Wisconsin
$2K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1K
Citigroup
41
Citigroup
New York
$1K
GWM
42
Geneos Wealth Management
Colorado
$1K
Millennium Management
43
Millennium Management
New York
-$1.5M -227,537 Closed
California Public Employees Retirement System
44
California Public Employees Retirement System
California
-$711K -107,672 Closed
Bank of New York Mellon
45
Bank of New York Mellon
New York
-$319K -48,238 Closed
TC
46
Tatro Capital
Kentucky
-$159K -24,090 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$70K -10,547 Closed
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
-$13K -2,000 Closed
Barclays
49
Barclays
United Kingdom
-$2K -309 Closed
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
-$418 -85 -89%