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Broadwind
BWEN

Overview Fund Activity

52 hedge funds and large institutions have $20.5M invested in Broadwind in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
11
Closed
6
Calls
$98K
Puts
$38K
Net Calls
+$60K
Net Calls Change
+$137K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$423K
2
MG
Mather Group
Illinois
$359K
3
Boston Partners
Boston Partners
Massachusetts
$595K
4
Goldman Sachs
Goldman Sachs
New York
$209K
5
NA
NewEdge Advisors
Louisiana
$192K

Top Sellers

1
EIM
Essex Investment Management
Massachusetts
$222K
2
QOP
Quinn Opportunity Partners
Virginia
$1.62M
3
Citadel Advisors
Citadel Advisors
Florida
$12.7K
4
GCP
GSA Capital Partners
United Kingdom
$388K
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
26
RBF Capital
California
$147K – – –
LPL Financial
27
LPL Financial
California
$132K +$42.8K +13,050 +48%
Northern Trust
28
Northern Trust
Illinois
$121K +$7.98K +2,434 +7%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$105K +$105K +32,093 New
CSS
30
Cubist Systematic Strategies
Connecticut
$84.3K +$84.3K +25,713 New
RWM
31
Ritholtz Wealth Management
New York
$82.7K +$82.7K +25,206 New
Squarepoint
32
Squarepoint
New York
$52.6K +$52.6K +16,034 New
LCM
33
Legato Capital Management
California
$48.6K – – –
LCC
34
Lincoln Capital Corp
Rhode Island
$47.5K -$20K -6,110 -30%
AF
35
Alerus Financial
North Dakota
$43.4K – – –
JIR
36
James Investment Research
Ohio
$41.4K +$41.4K +12,631 New
Osaic Holdings
37
Osaic Holdings
Arizona
$37K +$20.2K +6,150 +120%
SSA
38
Schonfeld Strategic Advisors
New York
$35.8K -$83.6K -25,500 -70%
LWM
39
Laidlaw Wealth Management
New York
$34.8K – – –
PI
40
PFG Investments
New York
$32.8K -$33 -10 -0.1%
UBS Group
41
UBS Group
Switzerland
$17.3K -$20.9K -6,382 -55%
Citadel Advisors
42
Citadel Advisors
Florida
$12.7K -$192K -58,475 -94%
TRCT
43
Tower Research Capital (TRC)
New York
$7.14K -$1.02K -312 -13%
SC
44
Steph & Co
Wisconsin
$6.56K – – –
Wells Fargo
45
Wells Fargo
California
$6.45K -$167 -51 -3%
Morgan Stanley
46
Morgan Stanley
New York
$4.9K -$27.4K -8,362 -85%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.3K – – –
Bank of America
48
Bank of America
North Carolina
$856 +$528 +161 +161%
FW
49
Fairway Wealth
Ohio
$558 – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$164 +$164 +50 New
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