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Data I/O

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.

New
Increased
Maintained
Reduced
Closed

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: 3032 (+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

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
11
Closed
1
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kanen Wealth Management
Florida
$2.94M +$1.6M +487,127 +140%
Renaissance Technologies
2
Renaissance Technologies
New York
$1.86M -$49.3K -15,045 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.24M +$72.1K +22,020 +7%
KA
4
Kovack Advisors
Florida
$1.15M -$21.3K -6,500 -2%
PM
5
Penbrook Management
New York
$1.1M -$99.3K -30,300 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$933K -$16.4K -5,010 -2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$515K
Bank of New York Mellon
8
Bank of New York Mellon
New York
$411K -$15.7K -4,784 -4%
EIM
9
Essex Investment Management
Massachusetts
$289K +$59.1K +18,053 +28%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$241K +$6.93K +2,117 +3%
ZIM
11
Zacks Investment Management
Illinois
$176K
PCM
12
Perritt Capital Management
Illinois
$174K
BlackRock
13
BlackRock
New York
$135K +$6.5K +1,985 +5%
Citadel Advisors
14
Citadel Advisors
Florida
$103K +$12.7K +3,870 +15%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$98.5K +$40.9K +12,489 +81%
BA
16
Bard Associates
Illinois
$85.7K +$328 +100 +0.4%
Northern Trust
17
Northern Trust
Illinois
$71.4K +$491 +150 +0.7%
State Street
18
State Street
Massachusetts
$56.9K
SIC
19
Salem Investment Counselors
North Carolina
$55.6K +$51.7K +15,796 New
JIR
20
James Investment Research
Ohio
$54.2K
NA
21
NewEdge Advisors
Louisiana
$54.2K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$47K -$6.55K -2,000 -13%
TRCT
23
Tower Research Capital (TRC)
New York
$9.59K -$573 -175 -6%
Morgan Stanley
24
Morgan Stanley
New York
$3.52K -$3.28K -1,000 -50%
Simplex Trading
25
Simplex Trading
Illinois
$3K +$2.94K +899 New

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.