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Broadwind

41 hedge funds and large institutions have $7.75M invested in Broadwind in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more funds holding

Funds holding: 3741 (+4)

2.61% less ownership

Funds ownership: 24.73%22.13% (-2.6%)

49% less capital invested

Capital invested by funds: $15.3M → $7.75M (-$7.53M)

Holders
41
Holders Change
+4
Holders Change %
+10.81%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
5
Closed
5
Calls
$26K
Puts
Net Calls
+$26K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Laidlaw Wealth Management
New York
$20K +$21K +11,155 New
BCM
27
Bridgeway Capital Management
Texas
$19.3K
Morgan Stanley
28
Morgan Stanley
New York
$14.7K +$8 +4 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$11K
TRCT
30
Tower Research Capital (TRC)
New York
$8K +$2.42K +1,286 +44%
Wells Fargo
31
Wells Fargo
California
$3.57K +$8 +4 +0.2%
HWP
32
Highline Wealth Partners
California
$716
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$490 +$29.8K +15,811 +6%
Bank of America
34
Bank of America
North Carolina
$218 +$41 +22 +22%
ASN
35
Advisory Services Network
Georgia
$179 +$188 +100 New
CAS
36
Coppell Advisory Solutions
Texas
$90 +$94 +50 New
CASC
37
Coppell Advisory Solutions Corp
Texas
$90 +$94 +50 New
TWC
38
TD Waterhouse Canada
Ontario, Canada
$88 +$94 +50 New
KFS
39
Kelly Financial Services
Massachusetts
$45
EI
40
EAM Investors
California
-$1.69M -560,950 Closed
QC
41
Quadrature Capital
United Kingdom
-$122K -40,423 Closed
Jane Street
42
Jane Street
New York
-$83K -27,573 Closed
VF
43
Virtu Financial
New York
-$38K -12,663 Closed
IAMOG
44
Investors Asset Management of Georgia
Georgia
-$3K -1,000 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$169 -90 -70%
NA
46
NewEdge Advisors
Louisiana
+$203 +108 New