Modiv Industrial
MDV
30 hedge funds and large institutions have $11.7M invested in Modiv Industrial in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
11% more funds holding
Funds holding: 27 → 30 (+3)
0.1% less ownership
Funds ownership: 8.81% → 8.71% (-0.1%)
14% less capital invested
Capital invested by funds: $13.6M → $11.7M (-$1.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$182K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$173K |
| 3 |
B
Bailard
Foster City,
California
|
+$159K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$153K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$320K |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$299K |
| 3 |
Jane Street
New York
|
-$274K |
| 4 |
JP Morgan Chase
New York
|
-$56K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$39.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $651 | -$9.78K | -647 | -93% |
|
|
27
JP Morgan Chase
New York
| $297 | -$56K | -3,707 | -99% |
|
|
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $283 | +$76 | +5 | +33% |
|
29
Wells Fargo
San Francisco,
California
| $12 | -$711 | -47 | -98% |
|
|
30
Jane Street
New York
| – | -$274K | -16,333 | Closed |
|
|
RBC
31
Roble Belko & Company
Sewickley,
Pennsylvania
| – | +$499 | +33 | New |
|
MDV Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q2 2024, worth a combined $11.7M — down 14% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MDV positions and 2 closed out — a net gain of 3 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Regatta Capital Group, opening a new position worth an estimated $182K. The largest seller was Millennium Management, cutting an estimated $320K.
- 30 institutional investors held Modiv Industrial (MDV) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $11.7M of Modiv Industrial stock for Q2 2024, down 14% quarter-over-quarter.
- 5 funds opened new Modiv Industrial positions in Q2 2024 and 2 closed out, a net change of +3 holders.
- The largest Modiv Industrial buyer in Q2 2024 was Regatta Capital Group, an estimated $182K added.
- The largest Modiv Industrial seller in Q2 2024 was Millennium Management, an estimated $320K sold.
Based on aggregated 13F filings for Q2 2024.