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Broadwind

45 hedge funds and large institutions have $14.7M invested in Broadwind in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 4545 (0)

6.25% less ownership

Funds ownership: 35.56%29.31% (-6.3%)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

29% less call options, than puts

Call options by funds: $286K | Put options by funds: $403K

55% less capital invested

Capital invested by funds: $32.9M → $14.7M (-$18.2M)

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
12
Closed
12
Calls
$286K
Puts
$403K
Net Calls
-$117K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
51
O'Shaughnessy Asset Management
Connecticut
-$51K -11,167 Closed
TRCT
52
Tower Research Capital (TRC)
New York
-$13K -2,812 Closed
SPIA
53
Steward Partners Investment Advisory
New York
-$5K -1,000 Closed
CWA
54
Clearview Wealth Advisors
Oregon
-$2K -500 Closed
Citigroup
55
Citigroup
New York
-$1K -270 Closed