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MDV

Modiv Industrial
MDV

12 hedge funds and large institutions have $6.73M invested in Modiv Industrial in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

47% more capital invested

Capital invested by funds: $4.58M → $6.73M (+$2.15M)

2.94% more ownership

Funds ownership: 3.75% → 6.69% (+2.9%)

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73M
2
BlackRock
BlackRock
New York
+$983K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$867K
4
UBS Group
UBS Group
Switzerland
+$140K
5
TRCT
Tower Research Capital (TRC)
New York
+$32.1K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$298K
2
LWAC
Laurel Wealth Advisors (California)
California
-$216K
3
LWM
Liberty Wealth Management
California
-$181K
4
Citigroup
Citigroup
New York
-$5K
5
Asset Management One
Asset Management One
Japan
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.49M +$1.73M +120,501 +57%
BlackRock
2
BlackRock
New York
$1.17M +$983K +68,369 +366%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$813K +$867K +60,317 New
UBS Group
4
UBS Group
Switzerland
$146K +$140K +9,716 +852%
Osaic Holdings
5
Osaic Holdings
Arizona
$36K – – –
TRCT
6
Tower Research Capital (TRC)
New York
$32K +$32.1K +2,236 +1,707%
Morgan Stanley
7
Morgan Stanley
New York
$16K -$1.14K -79 -6%
WWM
8
Wolff Wiese Magana
California
$15K – – –
Nisa Investment Advisors
9
Nisa Investment Advisors
Missouri
$7K +$7.79K +542 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2K +$2.19K +152 New
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$1.46K +$1.55K +108 New
Wells Fargo
12
Wells Fargo
California
$1K +$647 +45 New
Millennium Management
13
Millennium Management
New York
– -$298K -18,279 Closed
LWAC
14
Laurel Wealth Advisors (California)
California
– -$216K -13,252 Closed
LWM
15
Liberty Wealth Management
California
– -$181K -11,116 Closed
Citigroup
16
Citigroup
New York
– -$5K -313 Closed
Asset Management One
17
Asset Management One
Japan
– -$3K -217 Closed

MDV Hedge Fund Activity: Q3 2022 in Review

12 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q3 2022, worth a combined $6.73M — up 47% from $4.58M a quarter earlier.

Fund positioning in MDV was balanced in Q3 2022: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 1 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.73M. The largest seller was Millennium Management, exiting entirely with an estimated $298K sold.

  • 12 institutional investors held Modiv Industrial (MDV) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $6.73M of Modiv Industrial stock for Q3 2022, up 47% quarter-over-quarter.
  • 5 funds opened new Modiv Industrial positions in Q3 2022 and 5 closed out, a net change of 0 holders.
  • The largest Modiv Industrial buyer in Q3 2022 was Vanguard Group, an estimated $1.73M added.
  • The largest Modiv Industrial seller in Q3 2022 was Millennium Management, an estimated $298K sold.

Based on aggregated 13F filings for Q3 2022.