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CPI Aerostructures

36 hedge funds and large institutions have $56.5M invested in CPI Aerostructures in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

0% more funds holding

Funds holding: 3636 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

12% less capital invested

Capital invested by funds: $64.2M → $56.5M (-$7.64M)

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
13
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$13.6M -$214K -22,202 -1%
AIC
2
AWM Investment Company
New York
$8.2M
RA
3
Royce & Associates
New York
$4.98M -$382K -39,700 -7%
RCM
4
Rutabaga Capital Management
Massachusetts
$4.95M -$205K -21,251 -4%
PCM
5
Penn Capital Management
Pennsylvania
$3.99M -$26.2K -2,724 -0.6%
PCM
6
Perritt Capital Management
Illinois
$3.66M +$178K +18,448 +5%
HA
7
Heartland Advisors
Wisconsin
$2.64M +$962K +100,000 +50%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.15M +$7.49K +778 +0.3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.97M +$1.93K +200 +0.1%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$1.6M
RR
11
Robotti Robert
$1.19M -$6.74K -700 -0.5%
BA
12
Bard Associates
Illinois
$1.03M -$13.5K -1,400 -1%
MDCM
13
Morgan Dempsey Capital Management
Wisconsin
$1M -$178K -18,537 -14%
RFC
14
Russell Frank Company
Washington
$983K
IIM
15
Ironwood Investment Management
Massachusetts
$893K +$33.9K +3,525 +4%
Wells Fargo
16
Wells Fargo
California
$876K +$267K +27,780 +39%
Boston Partners
17
Boston Partners
Massachusetts
$488K +$11.8K +1,230 +2%
BCA
18
Benchmark Capital Advisors
New York
$406K +$7.7K +800 +2%
BCM
19
Bridgeway Capital Management
Texas
$319K +$45.2K +4,700 +15%
FWSM
20
First Wilshire Securities Management
California
$281K -$1.8K -187 -0.6%
US Bancorp
21
US Bancorp
Minnesota
$261K +$2.94K +306 +1%
BFA
22
BlackRock Fund Advisors
California
$242K -$6.99K -726 -3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$209K
Northern Trust
24
Northern Trust
Illinois
$139K +$5.4K +561 +4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$122K

CVU Hedge Fund Activity: Q3 2015 in Review

36 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in CPI Aerostructures (CVU) for Q3 2015, worth a combined $56.5M — down 12% from $64.2M a quarter earlier.

Fund positioning in CVU was balanced in Q3 2015: 1 fund opened new positions, 1 closed out, 13 added to existing stakes and 11 trimmed.

The largest buyer was Heartland Advisors, adding an estimated $962K. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $550K sold.

  • 36 institutional investors held CPI Aerostructures (CVU) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $56.5M of CPI Aerostructures stock for Q3 2015, down 12% quarter-over-quarter.
  • 1 fund opened new CPI Aerostructures positions in Q3 2015 and 1 closed out, a net change of 0 holders.
  • The largest CPI Aerostructures buyer in Q3 2015 was Heartland Advisors, an estimated $962K added.
  • The largest CPI Aerostructures seller in Q3 2015 was Shepherd Kaplan Krochuk, an estimated $550K sold.

Based on aggregated 13F filings for Q3 2015.