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MDV

Modiv Industrial
MDV

14 hedge funds and large institutions have $5.65M invested in Modiv Industrial in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more funds holding

Funds holding: 12 → 14 (+2)

0.12% more ownership

Funds ownership: 6.69% → 6.81% (+0.12%)

16% less capital invested

Capital invested by funds: $6.73M → $5.65M (-$1.08M)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$118K
2
PCM
Perritt Capital Management
Illinois
+$101K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$21.4K
4
BAM
Byrne Asset Management
New Jersey
+$20K
5
BlackRock
BlackRock
New York
+$4.46K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$85K
2
Osaic Holdings
Osaic Holdings
Arizona
-$36K
3
TRCT
Tower Research Capital (TRC)
New York
-$14.7K
4
Morgan Stanley
Morgan Stanley
New York
-$11.2K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.71M +$21.4K +1,976 +0.6%
BlackRock
2
BlackRock
New York
$969K +$4.46K +411 +0.5%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$666K -$1.51K -139 -0.2%
Northern Trust
4
Northern Trust
Illinois
$120K +$118K +10,871 New
PCM
5
Perritt Capital Management
Illinois
$103K +$101K +9,281 New
UBS Group
6
UBS Group
Switzerland
$33.5K -$85K -7,832 -72%
BAM
7
Byrne Asset Management
New Jersey
$20.4K +$20K +1,841 New
WWM
8
Wolff Wiese Magana
California
$12.4K – – –
TRCT
9
Tower Research Capital (TRC)
New York
$11K -$14.7K -1,357 -57%
Nisa Investment Advisors
10
Nisa Investment Advisors
Missouri
$6K – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.45K -$11.2K -1,035 -89%
Wells Fargo
12
Wells Fargo
California
$504 – – –
GI
13
Gradient Investments
Minnesota
$180 +$174 +16 New
Bank of America
14
Bank of America
North Carolina
$168 +$163 +15 New
Osaic Holdings
15
Osaic Holdings
Arizona
– -$36K -2,677 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$2K -152 Closed
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
– -$1.46K -108 Closed

MDV Hedge Fund Activity: Q4 2022 in Review

14 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q4 2022, worth a combined $5.65M — down 16% from $6.73M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDV positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Northern Trust, opening a new position worth an estimated $118K. The largest seller was UBS Group, cutting an estimated $85K.

  • 14 institutional investors held Modiv Industrial (MDV) as of Q4 2022, up from 12 in Q3 2022.
  • Funds reported $5.65M of Modiv Industrial stock for Q4 2022, down 16% quarter-over-quarter.
  • 5 funds opened new Modiv Industrial positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest Modiv Industrial buyer in Q4 2022 was Northern Trust, an estimated $118K added.
  • The largest Modiv Industrial seller in Q4 2022 was UBS Group, an estimated $85K sold.

Based on aggregated 13F filings for Q4 2022.