Huadi Group Ownership 2024 | Who Owns Huadi Group Now?
Institutional Ownership
0.20%
Insider Ownership
70.28%
Retail Ownership
29.51%
Institutional Holders
6.00
Huadi Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 0.11% | - | 16,000 | 6,000 | 60.00% | 46,560 | Mar 31, 2024 |
| DGS CAPITAL MANAGEMENT, LLC | 0.07% | 0.01% | 10,282 | 10,282 | 100.00% | 27,453 | Mar 31, 2024 |
| WEALTHCOLLAB, LLC | 0.01% | 0.00% | 1,538 | 1,176 | 324.86% | 4,107 | Mar 31, 2024 |
| MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,541 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 152 | 152 | 100.00% | 406 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 93 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,850 | -100.00% | - | Mar 31, 2024 |
Huadi Group's largest institutional shareholder is BANK OF MONTREAL /CAN/, holding 0.11% of the company's total share outstanding, currently valued at $46.56K. The top 10 institutional shareholders own together 0.20% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DGS CAPITAL MANAGEMENT, LLC | 0.07% | 0.01% | 10,282 | 10,282 | 100.00% | 27,453 | Mar 31, 2024 |
| WEALTHCOLLAB, LLC | 0.01% | 0.00% | 1,538 | 1,176 | 324.86% | 4,107 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.11% | - | 16,000 | 6,000 | 60.00% | 46,560 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 152 | 152 | 100.00% | 406 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 93 | Mar 31, 2024 |
| MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,541 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,850 | -100.00% | - | Mar 31, 2024 |
The largest Huadi Group shareholder by % of total assets is DGS CAPITAL MANAGEMENT, LLC. The company owns 10.28K shares of Huadi Group (HUDI), representing 0.01% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DGS CAPITAL MANAGEMENT, LLC | 0.07% | 0.01% | 10,282 | 10,282 | 100.00% | 27,453 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.11% | - | 16,000 | 6,000 | 60.00% | 46,560 | Mar 31, 2024 |
| WEALTHCOLLAB, LLC | 0.01% | 0.00% | 1,538 | 1,176 | 324.86% | 4,107 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 152 | 152 | 100.00% | 406 | Mar 31, 2024 |
| MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,541 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 93 | Mar 31, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,850 | -100.00% | - | Mar 31, 2024 |
As of Mar 31 2024, Huadi Group's largest institutional buyer is DGS CAPITAL MANAGEMENT, LLC. The company purchased 10.28K stocks of HUDI, valued at $27.45K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,850 | -100.00% | - | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.00% | - | 35 | - | - | 93 | Mar 31, 2024 |
| MORGAN STANLEY | 0.00% | - | 577 | - | - | 1,541 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.00% | - | 152 | 152 | 100.00% | 406 | Mar 31, 2024 |
| WEALTHCOLLAB, LLC | 0.01% | 0.00% | 1,538 | 1,176 | 324.86% | 4,107 | Mar 31, 2024 |
| BANK OF MONTREAL /CAN/ | 0.11% | - | 16,000 | 6,000 | 60.00% | 46,560 | Mar 31, 2024 |
| DGS CAPITAL MANAGEMENT, LLC | 0.07% | 0.01% | 10,282 | 10,282 | 100.00% | 27,453 | Mar 31, 2024 |
As of Mar 31 2024, Huadi Group's biggest institutional seller is RENAISSANCE TECHNOLOGIES LLC. The company sold -10.85K shares of HUDI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DGS CAPITAL MANAGEMENT, LLC | 0.07% | 0.01% | 10,282 | 10,282 | 100.00% | 27,453 | Mar 31, 2024 |
Huadi Group's largest new institutional shareholder by number of shares is DGS CAPITAL MANAGEMENT, LLC, purchased 10.28K shares, valued at $27.45K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,850 | -100.00% | - | Mar 31, 2024 |
Huadi Group's largest sold out institutional shareholder by shares sold is RENAISSANCE TECHNOLOGIES LLC, sold -10.85K shares, valued at -, as of undefined.
Huadi Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 13,204 | - | - | Jan 31, 2024 |
Huadi Group's largest mutual fund holder by % of total assets is "INVESCO EXCHANGE-TRADED FUND TRUST", owning 13.20K shares, compromising 0.00% of its total assets.
Huadi Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 6 | 20.00% |
| 31 Dec, 23 | 5 | -16.67% |
| 30 Sep, 23 | 6 | - |
| 30 Jun, 23 | 6 | -50.00% |
| 31 Mar, 23 | 12 | 20.00% |
| 31 Dec, 22 | 10 | 100.00% |
| 30 Sep, 22 | 5 | -16.67% |
| 30 Jun, 22 | 6 | 20.00% |
| 31 Mar, 22 | 5 | -50.00% |
| 31 Dec, 21 | 10 | 233.33% |
| 30 Sep, 21 | 3 | - |
| 30 Jun, 21 | 3 | -25.00% |
| 31 Mar, 21 | 4 | - |
As of 31 Mar 24, 6 institutions are holding Huadi Group's shares, representing an increase of 20.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 28,584 | 30.98% |
| 31 Dec, 23 | 21,824 | -7.11% |
| 30 Sep, 23 | 23,494 | -31.14% |
| 30 Jun, 23 | 34,118 | -91.84% |
| 31 Mar, 23 | 418,336 | -10.86% |
| 31 Dec, 22 | 469,288 | 1304.93% |
| 30 Sep, 22 | 33,403 | -7.57% |
| 30 Jun, 22 | 36,138 | 3.01% |
| 31 Mar, 22 | 35,082 | -47.29% |
| 31 Dec, 21 | 66,561 | 257.24% |
| 30 Sep, 21 | 18,632 | -34.93% |
| 30 Jun, 21 | 28,634 | -14.53% |
| 31 Mar, 21 | 33,502 | - |
Huadi Group (HUDI) has 28.58K shares outstanding as of 31 Mar 24, up 30.98% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 0.20% | 841.13% |
| 31 Dec, 23 | 0.15% | 488.30% |
| 30 Sep, 23 | 0.18% | 266.69% |
| 30 Jun, 23 | 0.26% | 2.58% |
| 31 Mar, 23 | 3.17% | 25.10% |
| 31 Dec, 22 | 3.55% | 5557.48% |
| 30 Sep, 22 | 0.25% | 337.95% |
| 30 Jun, 22 | 0.27% | 326.22% |
| 31 Mar, 22 | 0.29% | 95.94% |
| 31 Dec, 21 | 0.55% | 2322.76% |
| 30 Sep, 21 | 0.15% | 275.37% |
| 30 Jun, 21 | 0.24% | 309.11% |
| 31 Mar, 21 | 0.28% | - |
As of 31 Mar 24, Huadi Group is held by 0.20% institutional shareholders, representing a 841.13% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 4 | 100.00% |
| 31 Dec, 23 | 2 | -60.00% |
| 30 Sep, 23 | 5 | 150.00% |
| 30 Jun, 23 | 2 | -77.78% |
| 31 Mar, 23 | 9 | 12.50% |
| 31 Dec, 22 | 8 | 700.00% |
| 30 Sep, 22 | 1 | -50.00% |
| 30 Jun, 22 | 2 | -50.00% |
| 31 Mar, 22 | 4 | -55.56% |
| 31 Dec, 21 | 9 | 350.00% |
| 30 Sep, 21 | 2 | - |
| 30 Jun, 21 | 2 | -50.00% |
| 31 Mar, 21 | 4 | - |
4 institutional shareholders have increased their position in HUDI stock as of 31 Mar 24 compared to 2 in the previous quarter (a 100.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | - | -100.00% |
| 31 Dec, 23 | 2 | - |
| 30 Sep, 23 | - | -100.00% |
| 30 Jun, 23 | 2 | - |
| 31 Mar, 23 | 2 | 100.00% |
| 31 Dec, 22 | 1 | -75.00% |
| 30 Sep, 22 | 4 | 33.33% |
| 30 Jun, 22 | 3 | - |
| 31 Mar, 22 | - | -100.00% |
| 31 Dec, 21 | 1 | - |
| 30 Sep, 21 | 1 | - |
| 30 Jun, 21 | - | - |
| 31 Mar, 21 | - | - |
- institutional shareholders have reduced their position in HUDI stock as of 31 Mar 24 compared to 2 in the previous quarter (a -100.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 6 | 20.00% | 28,584 | 30.98% | 0.20% | 841.13% | 4 | 100.00% | - | -100.00% |
| 31 Dec, 23 | 5 | -16.67% | 21,824 | -7.11% | 0.15% | 488.30% | 2 | -60.00% | 2 | - |
| 30 Sep, 23 | 6 | - | 23,494 | -31.14% | 0.18% | 266.69% | 5 | 150.00% | - | -100.00% |
| 30 Jun, 23 | 6 | -50.00% | 34,118 | -91.84% | 0.26% | 2.58% | 2 | -77.78% | 2 | - |
| 31 Mar, 23 | 12 | 20.00% | 418,336 | -10.86% | 3.17% | 25.10% | 9 | 12.50% | 2 | 100.00% |
| 31 Dec, 22 | 10 | 100.00% | 469,288 | 1304.93% | 3.55% | 5557.48% | 8 | 700.00% | 1 | -75.00% |
| 30 Sep, 22 | 5 | -16.67% | 33,403 | -7.57% | 0.25% | 337.95% | 1 | -50.00% | 4 | 33.33% |
| 30 Jun, 22 | 6 | 20.00% | 36,138 | 3.01% | 0.27% | 326.22% | 2 | -50.00% | 3 | - |
| 31 Mar, 22 | 5 | -50.00% | 35,082 | -47.29% | 0.29% | 95.94% | 4 | -55.56% | - | -100.00% |
| 31 Dec, 21 | 10 | 233.33% | 66,561 | 257.24% | 0.55% | 2322.76% | 9 | 350.00% | 1 | - |
| 30 Sep, 21 | 3 | - | 18,632 | -34.93% | 0.15% | 275.37% | 2 | - | 1 | - |
| 30 Jun, 21 | 3 | -25.00% | 28,634 | -14.53% | 0.24% | 309.11% | 2 | -50.00% | - | - |
| 31 Mar, 21 | 4 | - | 33,502 | - | 0.28% | - | 4 | - | - | - |
HUDI Ownership FAQ
Who Owns Huadi Group?
Huadi Group is owned by institutional shareholders (0.20%), insiders (70.28%), and public (29.51%). The largest institutional shareholder of Huadi Group is BANK OF MONTREAL /CAN/ (0.11% of total shares) and the top mutual fund owner is INVESCO EXCHANGE-TRADED FUND TRUST (0.00% of total shares).
Who are the major institutional shareholders of Huadi Group?
Huadi Group's major institutional shareholders are BANK OF MONTREAL /CAN/, DGS CAPITAL MANAGEMENT, LLC, WEALTHCOLLAB, LLC, MORGAN STANLEY, and TOWER RESEARCH CAPITAL LLC (TRC). The top five shareholders own together 0.20% of the company's share outstanding.
How many Huadi Group shareholders are there?
As of Mar 2024, there are 6 institutional shareholders of Huadi Group.
What percentage of Huadi Group is owned by BANK OF MONTREAL /CAN/?
BANK OF MONTREAL /CAN/ owns 16K shares of Huadi Group, representing 0.11% of the company's total shares outstanding, valued at $46.56K (as of Mar 2024).
What percentage of Huadi Group is owned by DGS CAPITAL MANAGEMENT, LLC?
As of Mar 2024, DGS CAPITAL MANAGEMENT, LLC holds 10.28K shares of Huadi Group (HUDI), compromising 0.07% of the company, valued at $27.45K.
What percentage of Huadi Group is owned by WEALTHCOLLAB, LLC?
WEALTHCOLLAB, LLC is the third largest holder of Huadi Group. The company owns 1.54K of the company's shares outstanding (worth $4.11K).