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CVD Equipment Corp

24 hedge funds and large institutions have $5.8M invested in CVD Equipment Corp in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2324 (+1)

0.68% less ownership

Funds ownership: 22.53%21.85% (-0.68%)

20% less capital invested

Capital invested by funds: $7.25M → $5.8M (-$1.44M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AE
1
AMH Equity
New York
$2.43M -$166K -36,143 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19M -$33.4K -7,295 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$499K -$26.1K -5,700 -4%
Goldman Sachs
4
Goldman Sachs
New York
$385K +$296K +64,567 +188%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$252K +$11K +2,389 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$238K
QOP
7
Quinn Opportunity Partners
Virginia
$225K
Wells Fargo
8
Wells Fargo
California
$160K -$206 -45 -0.1%
Northern Trust
9
Northern Trust
Illinois
$78K -$2.15K -468 -2%
State Street
10
State Street
Massachusetts
$72.1K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$67K
CS
12
Cannell & Spears
New York
$62.2K
Citadel Advisors
13
Citadel Advisors
Florida
$53.1K +$390 +85 +0.6%
BlackRock
14
BlackRock
New York
$51.5K -$4.4K -960 -7%
UBS Group
15
UBS Group
Switzerland
$37.5K +$41.5K +9,043 +1,507%
TRCT
16
Tower Research Capital (TRC)
New York
$7.39K +$2.02K +440 +30%
FCA
17
FinTrust Capital Advisors
South Carolina
$1.17K
Osaic Holdings
18
Osaic Holdings
Arizona
$778 -$321 -70 -26%
CP
19
Castleview Partners
Texas
$634
CSC
20
Caldwell Sutter Capital
California
$389
Morgan Stanley
21
Morgan Stanley
New York
$315 -$9.88K -2,156 -96%
Bank of America
22
Bank of America
North Carolina
$183 +$215 +47 New
CAS
23
Coppell Advisory Solutions
Texas
$62 +$73 +16 New
Ameriprise
24
Ameriprise
Minnesota
-$331K -70,254 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$211 -46 -29%

CVV Hedge Fund Activity: Q2 2024 in Review

24 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CVD Equipment Corp (CVV) for Q2 2024, worth a combined $5.8M — down 20% from $7.25M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CVV positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $296K. The largest seller was Ameriprise, exiting entirely with an estimated $331K sold.

  • 24 institutional investors held CVD Equipment Corp (CVV) as of Q2 2024, up from 23 in Q1 2024.
  • Funds reported $5.8M of CVD Equipment Corp stock for Q2 2024, down 20% quarter-over-quarter.
  • 2 funds opened new CVD Equipment Corp positions in Q2 2024 and 1 closed out, a net change of +1 holder.
  • The largest CVD Equipment Corp buyer in Q2 2024 was Goldman Sachs, an estimated $296K added.
  • The largest CVD Equipment Corp seller in Q2 2024 was Ameriprise, an estimated $331K sold.

Based on aggregated 13F filings for Q2 2024.