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Broadwind

51 hedge funds and large institutions have $22M invested in Broadwind in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,133% more call options, than puts

Call options by funds: $201K | Put options by funds: $9K

0.59% less ownership

Funds ownership: 32.66%32.06% (-0.59%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

6% less funds holding

Funds holding: 5451 (-3)

16% less capital invested

Capital invested by funds: $26.2M → $22M (-$4.2M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
17
Closed
8
Calls
$201K
Puts
$9K
Net Calls
+$192K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
26
Hillsdale Investment Management
Ontario, Canada
$86.8K +$103K +27,112 New
CSS
27
Cubist Systematic Strategies
Connecticut
$86.6K +$20.9K +5,489 +25%
American Century Companies
28
American Century Companies
Missouri
$81.1K -$4.94K -1,298 -5%
OQS
29
Occudo Quantitative Strategies
Florida
$66K -$11.2K -2,946 -13%
BWM
30
Baystate Wealth Management
Massachusetts
$63K
JF
31
Jump Financial
Illinois
$57.3K -$19K -5,000 -22%
Goldman Sachs
32
Goldman Sachs
New York
$46.9K -$3.01K -792 -5%
Morgan Stanley
33
Morgan Stanley
New York
$43.1K +$20.1K +5,276 +64%
AF
34
Alerus Financial
North Dakota
$42.4K
Squarepoint
35
Squarepoint
New York
$42.2K +$50.1K +13,186 New
AG
36
Algert Global
California
$41K
TAM
37
Tucker Asset Management
Colorado
$40.6K -$47.4K -12,476 -50%
Jane Street
38
Jane Street
New York
$39.7K +$47.2K +12,404 New
LCM
39
Legato Capital Management
California
$35.8K -$23.8K -6,246 -36%
LWM
40
Laidlaw Wealth Management
New York
$34.6K
Osaic Holdings
41
Osaic Holdings
Arizona
$27.6K +$5.7K +1,500 +21%
Citadel Advisors
42
Citadel Advisors
Florida
$25.3K -$6.5K -1,708 -18%
Bank of America
43
Bank of America
North Carolina
$7.67K -$2.08K -546 -19%
Wells Fargo
44
Wells Fargo
California
$6.41K +$4 +1 +0%
TRCT
45
Tower Research Capital (TRC)
New York
$4.73K +$4.84K +1,272 +617%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.24K
CG
47
Cutler Group
California
$2K -$1.08K -283 -26%
NA
48
NewEdge Advisors
Louisiana
$330 +$11 +3 +3%
SWA
49
Sutton Wealth Advisors
Florida
$320 +$380 +100 New
CAS
50
Coppell Advisory Solutions
Texas
$90 +$72 +19 +61%