Huadi Group Ownership 2024 | Who Owns Huadi Group Now?


OverviewRevenueFinancialsChart

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF MONTREAL /CAN/0.11%-16,0006,00060.00%46,560Mar 31, 2024
DGS CAPITAL MANAGEMENT, LLC0.07%0.01%10,28210,282100.00%27,453Mar 31, 2024
WEALTHCOLLAB, LLC0.01%0.00%1,5381,176324.86%4,107Mar 31, 2024
MORGAN STANLEY0.00%-577--1,541Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-152152100.00%406Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--93Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
DGS CAPITAL MANAGEMENT, LLC0.07%0.01%10,28210,282100.00%27,453Mar 31, 2024
WEALTHCOLLAB, LLC0.01%0.00%1,5381,176324.86%4,107Mar 31, 2024
BANK OF MONTREAL /CAN/0.11%-16,0006,00060.00%46,560Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-152152100.00%406Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--93Mar 31, 2024
MORGAN STANLEY0.00%-577--1,541Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
DGS CAPITAL MANAGEMENT, LLC0.07%0.01%10,28210,282100.00%27,453Mar 31, 2024
BANK OF MONTREAL /CAN/0.11%-16,0006,00060.00%46,560Mar 31, 2024
WEALTHCOLLAB, LLC0.01%0.00%1,5381,176324.86%4,107Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-152152100.00%406Mar 31, 2024
MORGAN STANLEY0.00%-577--1,541Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--93Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
RENAISSANCE TECHNOLOGIES LLC----10,850-100.00%-Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%-35--93Mar 31, 2024
MORGAN STANLEY0.00%-577--1,541Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-152152100.00%406Mar 31, 2024
WEALTHCOLLAB, LLC0.01%0.00%1,5381,176324.86%4,107Mar 31, 2024
BANK OF MONTREAL /CAN/0.11%-16,0006,00060.00%46,560Mar 31, 2024
DGS CAPITAL MANAGEMENT, LLC0.07%0.01%10,28210,282100.00%27,453Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
DGS CAPITAL MANAGEMENT, LLC0.07%0.01%10,28210,282100.00%27,453Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
INVESCO EXCHANGE-TRADED FUND TRUST0.00%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

DateHoldingsChange %
31 Mar, 24620.00%
31 Dec, 235-16.67%
30 Sep, 236-
30 Jun, 236-50.00%
31 Mar, 231220.00%
31 Dec, 2210100.00%
30 Sep, 225-16.67%
30 Jun, 22620.00%
31 Mar, 225-50.00%
31 Dec, 2110233.33%
30 Sep, 213-
30 Jun, 213-25.00%
31 Mar, 214-

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

DateShares OutstandingChange %
31 Mar, 2428,58430.98%
31 Dec, 2321,824-7.11%
30 Sep, 2323,494-31.14%
30 Jun, 2334,118-91.84%
31 Mar, 23418,336-10.86%
31 Dec, 22469,2881304.93%
30 Sep, 2233,403-7.57%
30 Jun, 2236,1383.01%
31 Mar, 2235,082-47.29%
31 Dec, 2166,561257.24%
30 Sep, 2118,632-34.93%
30 Jun, 2128,634-14.53%
31 Mar, 2133,502-

Huadi Group (HUDI) has 28.58K shares outstanding as of 31 Mar 24, up 30.98% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 240.20%841.13%
31 Dec, 230.15%488.30%
30 Sep, 230.18%266.69%
30 Jun, 230.26%2.58%
31 Mar, 233.17%25.10%
31 Dec, 223.55%5557.48%
30 Sep, 220.25%337.95%
30 Jun, 220.27%326.22%
31 Mar, 220.29%95.94%
31 Dec, 210.55%2322.76%
30 Sep, 210.15%275.37%
30 Jun, 210.24%309.11%
31 Mar, 210.28%-

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

DateIncreased PositionsChange %
31 Mar, 244100.00%
31 Dec, 232-60.00%
30 Sep, 235150.00%
30 Jun, 232-77.78%
31 Mar, 23912.50%
31 Dec, 228700.00%
30 Sep, 221-50.00%
30 Jun, 222-50.00%
31 Mar, 224-55.56%
31 Dec, 219350.00%
30 Sep, 212-
30 Jun, 212-50.00%
31 Mar, 214-

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

DateReduced PositionsChange %
31 Mar, 24--100.00%
31 Dec, 232-
30 Sep, 23--100.00%
30 Jun, 232-
31 Mar, 232100.00%
31 Dec, 221-75.00%
30 Sep, 22433.33%
30 Jun, 223-
31 Mar, 22--100.00%
31 Dec, 211-
30 Sep, 211-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24620.00%28,58430.98%0.20%841.13%4100.00%--100.00%
31 Dec, 235-16.67%21,824-7.11%0.15%488.30%2-60.00%2-
30 Sep, 236-23,494-31.14%0.18%266.69%5150.00%--100.00%
30 Jun, 236-50.00%34,118-91.84%0.26%2.58%2-77.78%2-
31 Mar, 231220.00%418,336-10.86%3.17%25.10%912.50%2100.00%
31 Dec, 2210100.00%469,2881304.93%3.55%5557.48%8700.00%1-75.00%
30 Sep, 225-16.67%33,403-7.57%0.25%337.95%1-50.00%433.33%
30 Jun, 22620.00%36,1383.01%0.27%326.22%2-50.00%3-
31 Mar, 225-50.00%35,082-47.29%0.29%95.94%4-55.56%--100.00%
31 Dec, 2110233.33%66,561257.24%0.55%2322.76%9350.00%1-
30 Sep, 213-18,632-34.93%0.15%275.37%2-1-
30 Jun, 213-25.00%28,634-14.53%0.24%309.11%2-50.00%--
31 Mar, 214-33,502-0.28%-4---

Huadi Group Peer Ownership


TickerCompany
TMSTMetallus Inc.
CMCCommercial Metals Company
NUENucor Corporation
PKXPOSCO Holdings Inc.
STLDSteel Dynamics, Inc.
SCHNSchnitzer Steel Industries, Inc.
ZEUSOlympic Steel, Inc.
TXTernium S.A.
GGBGerdau S.A.

HUDI Ownership FAQ


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).

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.

As of Mar 2024, there are 6 institutional shareholders of Huadi Group.

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).

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.

WEALTHCOLLAB, LLC is the third largest holder of Huadi Group. The company owns 1.54K of the company's shares outstanding (worth $4.11K).