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CVD Equipment Corp
CVV

28 hedge funds and large institutions have $8.44M invested in CVD Equipment Corp in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4% more funds holding

Funds holding: 27 → 28 (+1)

0.21% less ownership

Funds ownership: 21.32% → 21.11% (-0.21%)

8% less capital invested

Capital invested by funds: $9.22M → $8.44M (-$779K)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$65.9K
2
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$18.5K
3
UBS Group
UBS Group
Switzerland
+$13.4K
4
BlackRock
BlackRock
New York
+$4.6K
5
Barclays
Barclays
United Kingdom
+$422

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$47.5K
2
Wells Fargo
Wells Fargo
California
-$38K
3
Deutsche Bank
Deutsche Bank
Germany
-$34.9K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$14.8K
5
Renaissance Technologies
Renaissance Technologies
New York
-$13.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1
AWM Investment Company
New York
$1.59M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.56M -$14.8K -2,249 -0.9%
MHP
3
Manatuck Hill Partners
Connecticut
$1.42M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$908K -$13.8K -2,093 -1%
WC
5
Wynnefield Capital
New York
$890K – – –
KeyBank National Association
6
KeyBank National Association
Ohio
$477K – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$255K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$248K – – –
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$209K +$65.9K +10,000 +42%
Deutsche Bank
10
Deutsche Bank
Germany
$195K -$34.9K -5,291 -14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$155K -$47.5K -7,200 -22%
BTS
12
BB&T Securities
Virginia
$112K -$10.2K -1,550 -8%
BlackRock
13
BlackRock
New York
$108K +$4.6K +697 +4%
SKK
14
Shepherd Kaplan Krochuk
Massachusetts
$100K +$18.5K +2,800 +21%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$97K – – –
Northern Trust
16
Northern Trust
Illinois
$79K – – –
UBS Group
17
UBS Group
Switzerland
$13K +$13.4K +2,039 New
LFG
18
LifePlan Financial Group
Ohio
$8K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Bank of America
20
Bank of America
North Carolina
$3K -$10.9K -1,654 -77%
SWM
21
SeaCrest Wealth Management
New York
$3K – – –
Morgan Stanley
22
Morgan Stanley
New York
$2K -$7.02K -1,064 -76%
Citigroup
23
Citigroup
New York
$1K – – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1K – – –
Wells Fargo
25
Wells Fargo
California
– -$38K -5,660 Closed
1
2

CVV Hedge Fund Activity: Q3 2018 in Review

28 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in CVD Equipment Corp (CVV) for Q3 2018, worth a combined $8.44M — down 8.5% from $9.22M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CVV positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $65.9K. The largest seller was Commonwealth Equity Services, cutting an estimated $47.5K.

  • 28 institutional investors held CVD Equipment Corp (CVV) as of Q3 2018, up from 27 in Q2 2018.
  • Funds reported $8.44M of CVD Equipment Corp stock for Q3 2018, down 8.5% quarter-over-quarter.
  • 3 funds opened new CVD Equipment Corp positions in Q3 2018 and 2 closed out, a net change of +1 holder.
  • The largest CVD Equipment Corp buyer in Q3 2018 was Janney Montgomery Scott, an estimated $65.9K added.
  • The largest CVD Equipment Corp seller in Q3 2018 was Commonwealth Equity Services, an estimated $47.5K sold.

Based on aggregated 13F filings for Q3 2018.