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CVD Equipment Corp

25 hedge funds and large institutions have $4.92M invested in CVD Equipment Corp in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 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: 2425 (+1)

0.23% less ownership

Funds ownership: 21.85%21.63% (-0.23%)

15% less capital invested

Capital invested by funds: $5.8M → $4.92M (-$880K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AE
1
AMH Equity
New York
$2.14M +$84.8K +22,986 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01M
Renaissance Technologies
3
Renaissance Technologies
New York
$409K -$17K -4,600 -4%
Goldman Sachs
4
Goldman Sachs
New York
$290K -$41.9K -11,355 -11%
QOP
5
Quinn Opportunity Partners
Virginia
$191K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$191K -$25.8K -6,995 -11%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$191K -$13.6K -3,692 -6%
Citadel Advisors
8
Citadel Advisors
Florida
$136K +$101K +27,313 +200%
UBS Group
9
UBS Group
Switzerland
$66.3K +$38.3K +10,390 +108%
Northern Trust
10
Northern Trust
Illinois
$65.7K -$701 -190 -0.9%
State Street
11
State Street
Massachusetts
$61.4K
CS
12
Cannell & Spears
New York
$53K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$52K -$5.53K -1,500 -9%
BlackRock
14
BlackRock
New York
$44.2K +$446 +121 +0.9%
Morgan Stanley
15
Morgan Stanley
New York
$11.2K +$12.2K +3,300 +4,074%
TRCT
16
Tower Research Capital (TRC)
New York
$4.36K -$2.15K -583 -31%
Wells Fargo
17
Wells Fargo
California
$3.64K -$148K -40,000 -97%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$1K +$738 +200 New
FCA
19
FinTrust Capital Advisors
South Carolina
$993
Bank of America
20
Bank of America
North Carolina
$705 +$612 +166 +353%
Osaic Holdings
21
Osaic Holdings
Arizona
$662
LFG
22
Larson Financial Group
Missouri
$450 +$502 +136 New
CSC
23
Caldwell Sutter Capital
California
$331
Fidelity Investments
24
Fidelity Investments
Massachusetts
$79 +$89 +24 New
CAS
25
Coppell Advisory Solutions
Texas
$53

CVV Hedge Fund Activity: Q3 2024 in Review

25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in CVD Equipment Corp (CVV) for Q3 2024, worth a combined $4.92M — down 15% from $5.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CVV positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $101K. The largest seller was Wells Fargo, cutting an estimated $148K.

  • 25 institutional investors held CVD Equipment Corp (CVV) as of Q3 2024, up from 24 in Q2 2024.
  • Funds reported $4.92M of CVD Equipment Corp stock for Q3 2024, down 15% quarter-over-quarter.
  • 3 funds opened new CVD Equipment Corp positions in Q3 2024 and 2 closed out, a net change of +1 holder.
  • The largest CVD Equipment Corp buyer in Q3 2024 was Citadel Advisors, an estimated $101K added.
  • The largest CVD Equipment Corp seller in Q3 2024 was Wells Fargo, an estimated $148K sold.

Based on aggregated 13F filings for Q3 2024.