Broadway Financial
BYFC
7 hedge funds and large institutions have $4.19M invested in Broadway Financial in 2017 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0.34% less ownership
Funds ownership: 1.66% → 1.32% (-0.34%)
19% less capital invested
Capital invested by funds: $5.15M → $4.19M (-$966K)
22% less funds holding
Funds holding: 9 → 7 (-2)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$964 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$26K |
| 3 |
GWI
Grace & White Inc
Ny,
New York
|
-$19.7K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$9.47K |
| 5 |
WOC
West Oak Capital
Westlake Village,
California
|
-$2.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWI
1
Grace & White Inc
Ny,
New York
| $3.13M | -$19.7K | -1,288 | -0.7% |
|
2
US Bancorp
Minneapolis,
Minnesota
| $792K | – | – | – |
|
|
WS
3
Wedbush Securities
Los Angeles,
California
| $248K | -$9.47K | -619 | -4% |
|
4
UBS Group
Zurich,
Switzerland
| $9K | -$367 | -24 | -4% |
|
|
5
BlackRock
New York
| $6K | +$964 | +63 | +23% |
|
|
WOC
6
West Oak Capital
Westlake Village,
California
| $3.69K | -$2.11K | -138 | -39% |
|
7
Morgan Stanley
New York
| $1K | – | – | – |
|
|
JMPWA
8
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$1.51M | -104,308 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$26K | -1,793 | Closed |
|
BYFC Hedge Fund Activity: Q2 2017 in Review
7 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Broadway Financial (BYFC) for Q2 2017, worth a combined $4.19M — down 19% from $5.15M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of BYFC and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 1 added.
The largest buyer was BlackRock, adding an estimated $964. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $1.51M sold.
- 7 institutional investors held Broadway Financial (BYFC) as of Q2 2017, down from 9 in Q1 2017.
- Funds reported $4.19M of Broadway Financial stock for Q2 2017, down 19% quarter-over-quarter.
- 0 funds opened new Broadway Financial positions in Q2 2017 and 2 closed out, a net change of -2 holders.
- The largest Broadway Financial buyer in Q2 2017 was BlackRock, an estimated $964 added.
- The largest Broadway Financial seller in Q2 2017 was JP Morgan Private Wealth Advisors, an estimated $1.51M sold.
Based on aggregated 13F filings for Q2 2017.