Signals

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☆BWEL

4 in-universe funds with a nonzero position in BWEL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3107
Score / z-0.000 / -0.02
Consensus0.42 over 1 fund
Momentumnot computed

Price & positioning

250 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆REIK & CO., LLC CIK 0001388028 0.842 60 2.2 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆KELLY LAWRENCE W & ASSOCIATES INC/CA CIK 0000920441 0.418 128 1.7 0.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BWEL). Qtrs Held counts distinct quarters this fund has actually held BWEL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BWEL position size. Δ columns are the percentage-point change in BWEL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status