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Broadwind

32 hedge funds and large institutions have $11.7M invested in Broadwind in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

5% more capital invested

Capital invested by funds: $11.1M → $11.7M (+$586K)

2.37% more ownership

Funds ownership: 40.65%43.02% (+2.4%)

3% less funds holding

Funds holding: 3332 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1
Grace & White Inc
New York
$2.95M +$30.4K +19,004 +1%
AIC
2
AWM Investment Company
New York
$2.27M +$229K +143,218 +12%
Renaissance Technologies
3
Renaissance Technologies
New York
$1.22M
Vanguard Group
4
Vanguard Group
Pennsylvania
$942K
AAMU
5
Amundi Asset Management US
Massachusetts
$839K +$145K +90,347 +22%
EIM
6
Essex Investment Management
Massachusetts
$702K +$23.9K +14,941 +4%
BlackRock
7
BlackRock
New York
$682K +$413 +258 +0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$566K -$78K -48,709 -13%
AC
9
Aristides Capital
Kentucky
$405K +$391K +244,128 New
GJL
10
Gendell Jeffrey L
$207K
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$182K
US Bancorp
12
US Bancorp
Minnesota
$164K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$139K
RC
14
RBF Capital
California
$115K -$6.41K -4,003 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$98K
SEI Investments
16
SEI Investments
Pennsylvania
$72K
Northern Trust
17
Northern Trust
Illinois
$49K
Zurich Cantonal Bank
18
Zurich Cantonal Bank
Switzerland
$43K +$10.9K +6,800 +35%
DI
19
Dalton Investments
Nevada
$19K
UBS Group
20
UBS Group
Switzerland
$6K +$6.06K +3,782 New
AG
21
Advisor Group
Arizona
$4K +$1.7K +1,060 +94%
CFG
22
Citizens Financial Group
Rhode Island
$4K +$4.26K +2,662 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3K +$11 +7 +0.4%
Morgan Stanley
24
Morgan Stanley
New York
$2K -$98 -61 -5%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$1K