Cohu
COHU
192 hedge funds and large institutions have $1.2B invested in Cohu in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 35 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 64
0.39% more ownership
Funds ownership: 88.73% → 89.12% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $1.28B → $1.2B (-$73.1M)
9% less funds holding
Funds holding: 212 → 192 (-20)
30% less call options, than puts
Call options by funds: $3.08M | Put options by funds: $4.39M
46% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$20.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$12.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$10.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$6.7M |
| 5 |
BlackRock
New York
|
+$4.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$11.5M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$7.46M |
| 3 |
Renaissance Technologies
New York
|
-$6.05M |
| 4 |
CCPM
Cooper Creek Partners Management
New York
|
-$4.05M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$3.7M |
COHU Hedge Fund Activity: Q2 2022 in Review
192 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cohu (COHU) for Q2 2022, worth a combined $1.2B — down 5.7% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of COHU and 19 opened new positions — a net loss of 16 holders — while 64 trimmed existing stakes and 67 added.
The largest buyer was American Century Companies, adding an estimated $20.6M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $11.5M.
- 192 institutional investors held Cohu (COHU) as of Q2 2022, down from 212 in Q1 2022.
- Funds reported $1.2B of Cohu stock for Q2 2022, down 5.7% quarter-over-quarter.
- 19 funds opened new Cohu positions in Q2 2022 and 35 closed out, a net change of -16 holders.
- The largest Cohu buyer in Q2 2022 was American Century Companies, an estimated $20.6M added.
- The largest Cohu seller in Q2 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2022.