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Broadwind

43 hedge funds and large institutions have $14M invested in Broadwind in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more call options, than puts

Call options by funds: $72K | Put options by funds: $3K

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0.91% less ownership

Funds ownership: 28.97%28.06% (-0.91%)

17% less funds holding

Funds holding: 5243 (-9)

32% less capital invested

Capital invested by funds: $20.5M → $14M (-$6.53M)

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

Holders
43
Holders Change
-9
Holders Change %
-17.31%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
11
Closed
13
Calls
$72K
Puts
$3K
Net Calls
+$69K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
LCC
26
Lincoln Capital Corp
Rhode Island
$53.2K +$23.5K +8,947 +62%
PFCS
27
Pale Fire Capital SE
Czech Republic
$50K +$58K +22,026 New
LCM
28
Legato Capital Management
California
$33.6K
AF
29
Alerus Financial
North Dakota
$30.1K
JIR
30
James Investment Research
Ohio
$28.4K -$347 -132 -1%
LWM
31
Laidlaw Wealth Management
New York
$24.1K
Osaic Holdings
32
Osaic Holdings
Arizona
$23.3K -$2.63K -1,000 -9%
PI
33
PFG Investments
New York
$22.7K
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$22.7K +$26.3K +10,000 New
TRCT
35
Tower Research Capital (TRC)
New York
$4.58K -$426 -162 -7%
Wells Fargo
36
Wells Fargo
California
$4.46K
Morgan Stanley
37
Morgan Stanley
New York
$3.23K -$184 -70 -5%
Lazard Asset Management
38
Lazard Asset Management
New York
$1K +$1.41K +535 New
Bank of America
39
Bank of America
North Carolina
$611 +$21 +8 +3%
FW
40
Fairway Wealth
Ohio
$386
CAS
41
Coppell Advisory Solutions
Texas
$37
UBS Group
42
UBS Group
Switzerland
$2 -$13.9K -5,283 -100%
MG
43
Mather Group
Illinois
-$359K -150,995 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$209K -63,580 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$190K -58,053 Closed
XT
46
XTX Topco
Cayman Islands
-$159K -48,603 Closed
American Century Companies
47
American Century Companies
Missouri
-$151K -46,032 Closed
CSS
48
Cubist Systematic Strategies
Connecticut
-$84.3K -25,713 Closed
Squarepoint
49
Squarepoint
New York
-$52.6K -16,034 Closed
SSA
50
Schonfeld Strategic Advisors
New York
-$35.8K -10,900 Closed