Data I/O
DAIO
32 hedge funds and large institutions have $11.8M invested in Data I/O in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
41% more capital invested
Capital invested by funds: $8.39M → $11.8M (+$3.41M)
7% more funds holding
Funds holding: 30 → 32 (+2)
5.53% more ownership
Funds ownership: 31.65% → 37.18% (+5.5%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$1.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$72.1K |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$59.1K |
| 4 |
SIC
Salem Investment Counselors
Winston Salem,
North Carolina
|
+$51.7K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$40.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Penbrook Management
New York
|
-$99.3K |
| 2 |
Renaissance Technologies
New York
|
-$49.3K |
| 3 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$21.3K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.4K |
| 5 |
Bank of New York Mellon
New York
|
-$15.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $2.58K | -$406 | -124 | -14% |
|
|
CSC
27
Caldwell Sutter Capital
Sausalito,
California
| $2.07K | +$1.93K | +588 | New |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $1.41K | -$3.93K | -1,200 | -75% |
|
29
Wells Fargo
San Francisco,
California
| $222 | +$3 | +1 | +2% |
|
30
JP Morgan Chase
New York
| $67 | +$20 | +6 | +46% |
|
|
HNB
31
Huntington National Bank
Columbus,
Ohio
| $4 | – | – | – |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$514 | -157 | -85% |
|
33
Bank of America
Charlotte,
North Carolina
| – | -$15 | -5 | Closed |
|
DAIO Hedge Fund Activity: Q1 2024 in Review
32 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Data I/O (DAIO) for Q1 2024, worth a combined $11.8M — up 41% from $8.39M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DAIO positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Kanen Wealth Management, adding an estimated $1.6M. The largest seller was Penbrook Management, cutting an estimated $99.3K.
- 32 institutional investors held Data I/O (DAIO) as of Q1 2024, up from 30 in Q4 2023.
- Funds reported $11.8M of Data I/O stock for Q1 2024, up 41% quarter-over-quarter.
- 3 funds opened new Data I/O positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Data I/O buyer in Q1 2024 was Kanen Wealth Management, an estimated $1.6M added.
- The largest Data I/O seller in Q1 2024 was Penbrook Management, an estimated $99.3K sold.
Based on aggregated 13F filings for Q1 2024.