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CPI Aerostructures

36 hedge funds and large institutions have $64.2M invested in CPI Aerostructures in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3736 (-1)

18% less capital invested

Capital invested by funds: $78.3M → $64.2M (-$14.2M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$15.6M -$145K -13,100 -0.8%
AIC
2
AWM Investment Company
New York
$9.32M
RA
3
Royce & Associates
New York
$6.06M -$1.17M -106,100 -15%
RCM
4
Rutabaga Capital Management
Massachusetts
$5.83M +$161K +14,516 +3%
PCM
5
Penn Capital Management
Pennsylvania
$4.56M +$1.18M +106,597 +31%
PCM
6
Perritt Capital Management
Illinois
$3.98M +$152K +13,770 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.43M +$49.1K +4,431 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.24M +$135K +12,204 +6%
HA
9
Heartland Advisors
Wisconsin
$2M +$1.11M +100,000 +100%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$1.82M
RR
11
Robotti Robert
$1.36M -$128K -11,517 -8%
MDCM
12
Morgan Dempsey Capital Management
Wisconsin
$1.32M -$94.8K -8,559 -6%
BA
13
Bard Associates
Illinois
$1.18M -$35.4K -3,200 -3%
RFC
14
Russell Frank Company
Washington
$1.12M -$87.1K -7,871 -7%
IIM
15
Ironwood Investment Management
Massachusetts
$980K -$477K -43,124 -31%
Wells Fargo
16
Wells Fargo
California
$717K -$22.1K -2,000 -3%
SKK
17
Shepherd Kaplan Krochuk
Massachusetts
$550K -$331K -29,937 -35%
Boston Partners
18
Boston Partners
Massachusetts
$543K -$14.2K -1,280 -2%
BCA
19
Benchmark Capital Advisors
New York
$453K -$25.5K -2,300 -5%
FWSM
20
First Wilshire Securities Management
California
$322K
BCM
21
Bridgeway Capital Management
Texas
$315K
US Bancorp
22
US Bancorp
Minnesota
$293K -$42.4K -3,828 -12%
BFA
23
BlackRock Fund Advisors
California
$282K +$25.7K +2,317 +9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$238K
Northern Trust
25
Northern Trust
Illinois
$153K -$22.8K -2,059 -12%

CVU Hedge Fund Activity: Q2 2015 in Review

36 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in CPI Aerostructures (CVU) for Q2 2015, worth a combined $64.2M — down 18% from $78.3M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of CVU and 0 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 11 added.

The largest buyer was Penn Capital Management, adding an estimated $1.18M. The largest seller was Royce & Associates, cutting an estimated $1.17M.

  • 36 institutional investors held CPI Aerostructures (CVU) as of Q2 2015, down from 37 in Q1 2015.
  • Funds reported $64.2M of CPI Aerostructures stock for Q2 2015, down 18% quarter-over-quarter.
  • 0 funds opened new CPI Aerostructures positions in Q2 2015 and 1 closed out, a net change of -1 holder.
  • The largest CPI Aerostructures buyer in Q2 2015 was Penn Capital Management, an estimated $1.18M added.
  • The largest CPI Aerostructures seller in Q2 2015 was Royce & Associates, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2015.