Cohu
COHU
199 hedge funds and large institutions have $1.19B invested in Cohu in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 67 reducing their positions, and 31 closing their positions.
673% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $184K
25% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 67
8% more capital invested
Capital invested by funds: $1.1B → $1.19B (+$87.6M)
4.28% more ownership
Funds ownership: 91.17% → 95.45% (+4.3%)
5% less funds holding
Funds holding: 210 → 199 (-11)
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$30.2M |
| 2 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$10.2M |
| 3 |
RA
Royce & Associates
New York
|
+$8.26M |
| 4 |
LI
Leeward Investments
Boston,
Massachusetts
|
+$6.93M |
| 5 |
MIM
Meros Investment Management
Dallas,
Texas
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$8.01M |
| 2 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$6.88M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.92M |
| 4 |
First Eagle Investment Management
New York
|
-$5.63M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$5.53M |
COHU Hedge Fund Activity: Q4 2024 in Review
199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cohu (COHU) for Q4 2024, worth a combined $1.19B — up 8% from $1.1B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of COHU and 20 opened new positions — a net loss of 11 holders — while 67 trimmed existing stakes and 84 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $30.2M. The largest seller was Aberdeen Group, cutting an estimated $8.01M.
- 199 institutional investors held Cohu (COHU) as of Q4 2024, down from 210 in Q3 2024.
- Funds reported $1.19B of Cohu stock for Q4 2024, up 8% quarter-over-quarter.
- 20 funds opened new Cohu positions in Q4 2024 and 31 closed out, a net change of -11 holders.
- The largest Cohu buyer in Q4 2024 was Thrivent Financial for Lutherans, an estimated $30.2M added.
- The largest Cohu seller in Q4 2024 was Aberdeen Group, an estimated $8.01M sold.
Based on aggregated 13F filings for Q4 2024.