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Broadway Financial

17 hedge funds and large institutions have $7.62M invested in Broadway Financial in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

15.86% more ownership

Funds ownership: 2.33%18.19% (+16%)

15% less funds holding

Funds holding: 2017 (-3)

16% less capital invested

Capital invested by funds: $9.02M → $7.62M (-$1.4M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
2
Closed
6
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21M +$116K +17,111 +6%
Bank of America
2
Bank of America
North Carolina
$1.81M +$75 +11 +0%
GWI
3
Grace & White Inc
New York
$1.34M +$15.7K +2,317 +1%
EC
4
EJF Capital
Virginia
$551K -$388K -57,053 -41%
US Bancorp
5
US Bancorp
Minnesota
$537K +$15.7K +2,317 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$416K +$2.15K +317 +0.5%
6CM
7
683 Capital Management
New York
$200K +$200K +29,497 New
WIM
8
Wittenberg Investment Management
Massachusetts
$168K +$21.9K +3,218 +15%
Renaissance Technologies
9
Renaissance Technologies
New York
$132K -$32.6K -4,794 -20%
BlackRock
10
BlackRock
New York
$85.2K +$6.45K +949 +8%
Millennium Management
11
Millennium Management
New York
$83.7K +$85.8K +12,624 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$61K +$2.58K +379 +4%
TRCT
13
Tower Research Capital (TRC)
New York
$13K +$7.7K +1,133 +144%
Citigroup
14
Citigroup
New York
$8.72K +$8.93K +1,315 New
Morgan Stanley
15
Morgan Stanley
New York
$720 +$353 +52 +96%
Wells Fargo
16
Wells Fargo
California
$271 +$14 +2 +5%
Group One Trading
17
Group One Trading
Illinois
$80
State Street
18
State Street
Massachusetts
-$75.3K -9,602 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$66.5K -8,481 Closed
Northern Trust
20
Northern Trust
Illinois
-$62.7K -8,001 Closed
Prudential Financial
21
Prudential Financial
New Jersey
-$31K -3,950 Closed
TSS
22
Two Sigma Securities
New York
-$29.8K -3,796 Closed
Charles Schwab
23
Charles Schwab
California
-$19.7K -2,507 Closed

BYFC Hedge Fund Activity: Q4 2023 in Review

17 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Broadway Financial (BYFC) for Q4 2023, worth a combined $7.62M — down 16% from $9.02M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BYFC and 3 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 11 added.

The largest buyer was 683 Capital Management, opening a new position worth an estimated $200K. The largest seller was EJF Capital, cutting an estimated $388K.

  • 17 institutional investors held Broadway Financial (BYFC) as of Q4 2023, down from 20 in Q3 2023.
  • Funds reported $7.62M of Broadway Financial stock for Q4 2023, down 16% quarter-over-quarter.
  • 3 funds opened new Broadway Financial positions in Q4 2023 and 6 closed out, a net change of -3 holders.
  • The largest Broadway Financial buyer in Q4 2023 was 683 Capital Management, an estimated $200K added.
  • The largest Broadway Financial seller in Q4 2023 was EJF Capital, an estimated $388K sold.

Based on aggregated 13F filings for Q4 2023.