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MDV

Modiv Industrial
MDV

26 hedge funds and large institutions have $11.3M invested in Modiv Industrial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

30% more funds holding

Funds holding: 20 → 26 (+6)

1.09% more ownership

Funds ownership: 9.68% → 10.77% (+1.1%)

0% less capital invested

Capital invested by funds: $11.3M → $11.3M (-$10.5K)

Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$361K
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$276K
3
State Street
State Street
Massachusetts
+$185K
4
Jane Street
Jane Street
New York
+$154K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$66.7K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.79M +$52.1K +3,718 +1%
BA
2
Bard Associates
Illinois
$1.61M +$24.1K +1,722 +2%
BlackRock
3
BlackRock
New York
$1.36M -$3.18K -227 -0.2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$921K +$66.7K +4,757 +8%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$685K – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$355K +$361K +25,775 New
Qube Research & Technologies (QRT)
7
Qube Research & Technologies (QRT)
United Kingdom
$300K +$276K +19,656 +930%
IWC
8
Integrated Wealth Concepts
Massachusetts
$194K +$1.79K +128 +0.9%
State Street
9
State Street
Massachusetts
$183K +$185K +13,228 New
GC
10
Globeflex Capital
California
$173K – – –
Northern Trust
11
Northern Trust
Illinois
$167K – – –
PCM
12
Perritt Capital Management
Illinois
$164K – – –
Jane Street
13
Jane Street
New York
$152K +$154K +11,013 New
Morgan Stanley
14
Morgan Stanley
New York
$65.5K +$55.1K +3,931 +475%
Osaic Holdings
15
Osaic Holdings
Arizona
$49.5K – – –
Nisa Investment Advisors
16
Nisa Investment Advisors
Missouri
$40.8K – – –
UBS Group
17
UBS Group
Switzerland
$20.9K +$21.3K +1,517 New
TRCT
18
Tower Research Capital (TRC)
New York
$14.1K +$13.1K +935 +1,027%
A
19
AJOVista
Massachusetts
$8.87K +$9.03K +644 New
JP Morgan Chase
20
JP Morgan Chase
New York
$3.81K +$743 +53 +24%
TFG
21
Team Financial Group
California
$2.29K +$42 +3 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K +$364 +26 +46%
Wells Fargo
23
Wells Fargo
California
$705 +$14 +1 +2%
IHWM
24
Iron Horse Wealth Management
Iowa
$681 +$168 +12 +32%
GI
25
Gradient Investments
Minnesota
$224 – – –
1
2

MDV Hedge Fund Activity: Q4 2023 in Review

26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q4 2023, worth a combined $11.3M — down 0.09% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MDV positions and 0 closed out — a net gain of 6 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $361K. The largest seller was BlackRock, cutting an estimated $3.18K.

  • 26 institutional investors held Modiv Industrial (MDV) as of Q4 2023, up from 20 in Q3 2023.
  • Funds reported $11.3M of Modiv Industrial stock for Q4 2023, down 0.09% quarter-over-quarter.
  • 6 funds opened new Modiv Industrial positions in Q4 2023 and 0 closed out, a net change of +6 holders.
  • The largest Modiv Industrial buyer in Q4 2023 was Renaissance Technologies, an estimated $361K added.
  • The largest Modiv Industrial seller in Q4 2023 was BlackRock, an estimated $3.18K sold.

Based on aggregated 13F filings for Q4 2023.