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CVD Equipment Corp
CVV

23 hedge funds and large institutions have $7.25M invested in CVD Equipment Corp in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more capital invested

Capital invested by funds: $6.63M → $7.25M (+$620K)

5% more funds holding

Funds holding: 22 → 23 (+1)

0.63% more ownership

Funds ownership: 21.91% → 22.53% (+0.63%)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
3
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$193K
2
Goldman Sachs
Goldman Sachs
New York
+$164K
3
CS
Cannell & Spears
New York
+$76.2K
4
QOP
Quinn Opportunity Partners
Virginia
+$14.3K
5
TRCT
Tower Research Capital (TRC)
New York
+$1.35K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$181K
2
Citadel Advisors
Citadel Advisors
Florida
-$31.4K
3
Renaissance Technologies
Renaissance Technologies
New York
-$11.9K
4
Morgan Stanley
Morgan Stanley
New York
-$9.89K
5
Northern Trust
Northern Trust
Illinois
-$9.58K
Name Holding Trade Value Shares
Change 		Change in
Stake
AE
1
AMH Equity
New York
$3.11M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.47M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$631K -$11.9K -2,500 -2%
Ameriprise
4
Ameriprise
Minnesota
$331K -$181K -38,050 -35%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$294K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$289K – – –
QOP
7
Quinn Opportunity Partners
Virginia
$272K +$14.3K +3,000 +5%
Wells Fargo
8
Wells Fargo
California
$194K +$193K +40,501 +6,289%
Goldman Sachs
9
Goldman Sachs
New York
$162K +$164K +34,329 New
Northern Trust
10
Northern Trust
Illinois
$96.6K -$9.58K -2,010 -9%
State Street
11
State Street
Massachusetts
$87.4K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$82K – – –
CS
13
Cannell & Spears
New York
$75.4K +$76.2K +16,000 New
BlackRock
14
BlackRock
New York
$66.9K -$1.52K -320 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$63.9K -$31.4K -6,593 -33%
Morgan Stanley
16
Morgan Stanley
New York
$10.5K -$9.89K -2,075 -48%
TRCT
17
Tower Research Capital (TRC)
New York
$6.87K +$1.35K +284 +24%
UBS Group
18
UBS Group
Switzerland
$2.83K – – –
FCA
19
FinTrust Capital Advisors
South Carolina
$1.41K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.27K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1K -$100 -21 -12%
CP
22
Castleview Partners
Texas
$768 +$777 +163 New
CSC
23
Caldwell Sutter Capital
California
$471 – – –
Bank of America
24
Bank of America
North Carolina
– -$13 -3 Closed

CVV Hedge Fund Activity: Q1 2024 in Review

23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CVD Equipment Corp (CVV) for Q1 2024, worth a combined $7.25M — up 9.3% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CVV positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Wells Fargo, adding an estimated $193K. The largest seller was Ameriprise, cutting an estimated $181K.

  • 23 institutional investors held CVD Equipment Corp (CVV) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $7.25M of CVD Equipment Corp stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 3 funds opened new CVD Equipment Corp positions in Q1 2024 and 1 closed out, a net change of +2 holders.
  • The largest CVD Equipment Corp buyer in Q1 2024 was Wells Fargo, an estimated $193K added.
  • The largest CVD Equipment Corp seller in Q1 2024 was Ameriprise, an estimated $181K sold.

Based on aggregated 13F filings for Q1 2024.