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MDV

Modiv Industrial

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.

New
Increased
Maintained
Reduced
Closed

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: 1413 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change

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.