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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
GWI
1
Grace & White Inc
New York
$3.89M +$260K +98,665 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.23M
QOP
3
Quinn Opportunity Partners
Virginia
$1.12M
BlackRock
4
BlackRock
New York
$828K +$4.83K +1,836 +0.5%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$815K -$4.5K -1,712 -0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$807K +$68K +25,831 +8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$517K +$34K +12,936 +6%
Boston Partners
8
Boston Partners
Massachusetts
$418K +$7.34K +2,789 +2%
GCP
9
GSA Capital Partners
United Kingdom
$341K +$83.7K +31,792 +27%
US Bancorp
10
US Bancorp
Minnesota
$325K
Renaissance Technologies
11
Renaissance Technologies
New York
$299K +$127K +48,084 +57%
PCM
12
Perritt Capital Management
Illinois
$281K -$68.4K -26,000 -17%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$272K -$24.7K -9,394 -7%
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$209K +$179K +67,939 +212%
BCM
15
Bridgeway Capital Management
Texas
$184K +$73.7K +28,021 +53%
EF
16
Empowered Funds
Pennsylvania
$184K +$73.7K +28,021 +53%
EIM
17
Essex Investment Management
Massachusetts
$154K
State Street
18
State Street
Massachusetts
$147K
LPL Financial
19
LPL Financial
California
$118K +$31.6K +12,000 +30%
RWM
20
Ritholtz Wealth Management
New York
$114K +$65.8K +25,020 +99%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$103K
RC
22
RBF Capital
California
$102K
Northern Trust
23
Northern Trust
Illinois
$83.4K -$595 -226 -0.6%
Millennium Management
24
Millennium Management
New York
$76.5K -$128K -48,684 -59%
NA
25
NewEdge Advisors
Louisiana
$63K -$81.3K -30,902 -53%