Modiv Industrial
MDV
13 hedge funds and large institutions have $5.35M invested in Modiv Industrial in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
0.4% more ownership
Funds ownership: 6.81% → 7.22% (+0.4%)
5% less capital invested
Capital invested by funds: $5.65M → $5.35M (-$306K)
7% less funds holding
Funds holding: 14 → 13 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$150K |
| 2 |
Renaissance Technologies
New York
|
+$128K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$25.6K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$13.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Byrne Asset Management
Kingston,
New Jersey
|
-$20.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| 3 |
BlackRock
New York
|
-$2.13K |
| 4 |
Morgan Stanley
New York
|
-$1.45K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$168 |
MDV Hedge Fund Activity: Q1 2023 in Review
13 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q1 2023, worth a combined $5.35M — down 5.4% from $5.65M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MDV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $150K. The largest seller was Byrne Asset Management, exiting entirely with an estimated $20.4K sold.
- 13 institutional investors held Modiv Industrial (MDV) as of Q1 2023, down from 14 in Q4 2022.
- Funds reported $5.35M of Modiv Industrial stock for Q1 2023, down 5.4% quarter-over-quarter.
- 2 funds opened new Modiv Industrial positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest Modiv Industrial buyer in Q1 2023 was Integrated Wealth Concepts, an estimated $150K added.
- The largest Modiv Industrial seller in Q1 2023 was Byrne Asset Management, an estimated $20.4K sold.
Based on aggregated 13F filings for Q1 2023.