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CVD Equipment Corp

24 hedge funds and large institutions have $14.2M invested in CVD Equipment Corp in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2324 (+1)

0.17% more ownership

Funds ownership: 28.21%28.38% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

44% less capital invested

Capital invested by funds: $25.2M → $14.2M (-$11M)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AE
1
AMH Equity
New York
$4.64M -$401K -44,871 -7%
ACM
2
AIGH Capital Management
Maryland
$2.47M +$14.3K +1,600 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06M
Ameriprise
4
Ameriprise
Minnesota
$928K +$413K +46,197 +58%
Renaissance Technologies
5
Renaissance Technologies
New York
$763K +$59.9K +6,700 +7%
OAM
6
Oberweis Asset Management
Illinois
$759K +$632K +70,700 +219%
WVP
7
Worth Venture Partners
New Jersey
$617K +$14.3K +1,600 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$452K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$436K -$14.3K -1,600 -3%
QOP
10
Quinn Opportunity Partners
Virginia
$388K +$35.7K +4,000 +8%
Citadel Advisors
11
Citadel Advisors
Florida
$147K +$179K +19,991 New
State Street
12
State Street
Massachusetts
$137K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$128K
BlackRock
14
BlackRock
New York
$126K +$18.2K +2,034 +14%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$87.7K -$9.83K -1,100 -8%
Morgan Stanley
16
Morgan Stanley
New York
$13.1K -$19.6K -2,195 -55%
Wells Fargo
17
Wells Fargo
California
$7.29K +$18 +2 +0.2%
UBS Group
18
UBS Group
Switzerland
$4.42K -$19.5K -2,178 -78%
FCA
19
FinTrust Capital Advisors
South Carolina
$1.65K
TRCT
20
Tower Research Capital (TRC)
New York
$1.63K +$125 +14 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K +$1.61K +180 New
CSC
22
Caldwell Sutter Capital
California
$737 +$893 +100 New
Osaic Holdings
23
Osaic Holdings
Arizona
$516
CAS
24
Coppell Advisory Solutions
Texas
$120 +$143 +16 New
EI
25
EAM Investors
California
-$1.17M -87,734 Closed

CVV Hedge Fund Activity: Q2 2023 in Review

24 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CVD Equipment Corp (CVV) for Q2 2023, worth a combined $14.2M — down 44% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CVV positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Oberweis Asset Management, adding an estimated $632K. The largest seller was EAM Investors, exiting entirely with an estimated $1.17M sold.

  • 24 institutional investors held CVD Equipment Corp (CVV) as of Q2 2023, up from 23 in Q1 2023.
  • Funds reported $14.2M of CVD Equipment Corp stock for Q2 2023, down 44% quarter-over-quarter.
  • 4 funds opened new CVD Equipment Corp positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest CVD Equipment Corp buyer in Q2 2023 was Oberweis Asset Management, an estimated $632K added.
  • The largest CVD Equipment Corp seller in Q2 2023 was EAM Investors, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2023.