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Broadway Financial

25 hedge funds and large institutions have $34.3M invested in Broadway Financial in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

61% more capital invested

Capital invested by funds: $21.3M → $34.3M (+$13M)

32% more funds holding

Funds holding: 1925 (+6)

0.69% more ownership

Funds ownership: 2.27%2.96% (+0.69%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
1
EJF Capital
Virginia
$10M +$7.33M +278,898 +285%
Bank of America
2
Bank of America
North Carolina
$7.08M
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$6.2M -$1.31M -49,729 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.89M +$46.1K +1,755 +1%
GWI
5
Grace & White Inc
New York
$3.59M -$51.4K -1,956 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$755K +$329K +12,529 +79%
Renaissance Technologies
7
Renaissance Technologies
New York
$603K +$596K +22,688 New
US Bancorp
8
US Bancorp
Minnesota
$458K -$51.4K -1,956 -10%
Millennium Management
9
Millennium Management
New York
$365K +$361K +13,739 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$226K +$224K +8,516 New
BlackRock
11
BlackRock
New York
$222K -$3.08K -117 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$200K +$198K +7,526 New
Northern Trust
13
Northern Trust
Illinois
$129K +$54.5K +2,072 +74%
State Street
14
State Street
Massachusetts
$126K +$25.9K +987 +26%
Citadel Advisors
15
Citadel Advisors
Florida
$119K +$45.4K +1,728 +63%
Morgan Stanley
16
Morgan Stanley
New York
$79K +$73.7K +2,805 +1,821%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$76K -$19.7K -750 -21%
Goldman Sachs
18
Goldman Sachs
New York
$57K +$56.2K +2,139 New
Charles Schwab
19
Charles Schwab
California
$51K +$49.9K +1,898 New
TRCT
20
Tower Research Capital (TRC)
New York
$37K +$36.1K +1,374 New
JIC
21
Joel Isaacson & Co
New York
$33K
Wells Fargo
22
Wells Fargo
California
$4K +$3.65K +139 +1,264%
Osaic Holdings
23
Osaic Holdings
Arizona
$3K +$972 +37 +47%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$1K +$1.21K +46 New
Squarepoint
25
Squarepoint
New York
-$46K -2,139 Closed

BYFC Hedge Fund Activity: Q3 2021 in Review

25 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Broadway Financial (BYFC) for Q3 2021, worth a combined $34.3M — up 61% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BYFC positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was EJF Capital, adding an estimated $7.33M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $1.31M.

  • 25 institutional investors held Broadway Financial (BYFC) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $34.3M of Broadway Financial stock for Q3 2021, up 61% quarter-over-quarter.
  • 8 funds opened new Broadway Financial positions in Q3 2021 and 2 closed out, a net change of +6 holders.
  • The largest Broadway Financial buyer in Q3 2021 was EJF Capital, an estimated $7.33M added.
  • The largest Broadway Financial seller in Q3 2021 was Philadelphia Financial Management of San Francisco, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2021.