We are live on ! Find out more
MDV

Modiv Industrial

27 hedge funds and large institutions have $13.6M invested in Modiv Industrial in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $11.3M → $13.6M (+$2.33M)

4% more funds holding

Funds holding: 2627 (+1)

1.95% less ownership

Funds ownership: 10.77%8.81% (-2%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.4M -$398K -26,538 -8%
BA
2
Bard Associates
Illinois
$1.81M -$141K -9,420 -8%
BlackRock
3
BlackRock
New York
$1.53M -$113K -7,543 -8%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.04M -$76.8K -5,127 -8%
Renaissance Technologies
5
Renaissance Technologies
New York
$658K +$201K +13,425 +52%
Millennium Management
6
Millennium Management
New York
$573K +$511K +34,115 New
Qube Research & Technologies (QRT)
7
Qube Research & Technologies (QRT)
United Kingdom
$335K -$27.4K -1,828 -8%
Citadel Advisors
8
Citadel Advisors
Florida
$333K +$297K +19,841 New
Jane Street
9
Jane Street
New York
$274K +$79.7K +5,320 +48%
Morgan Stanley
10
Morgan Stanley
New York
$262K +$163K +10,849 +228%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$245K +$219K +14,615 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$221K -$14.4K -962 -7%
State Street
13
State Street
Massachusetts
$206K -$15.2K -1,014 -8%
Northern Trust
14
Northern Trust
Illinois
$186K -$15.3K -1,021 -8%
PCM
15
Perritt Capital Management
Illinois
$185K -$13.7K -913 -8%
GC
16
Globeflex Capital
California
$146K -$58.8K -3,923 -31%
JP Morgan Chase
17
JP Morgan Chase
New York
$62.6K +$51.7K +3,451 +1,246%
Nisa Investment Advisors
18
Nisa Investment Advisors
Missouri
$46.3K -$3.4K -227 -8%
Bank of America
19
Bank of America
North Carolina
$45.3K +$40.4K +2,694 +67,350%
TRCT
20
Tower Research Capital (TRC)
New York
$19.4K +$1.96K +131 +13%
UBS Group
21
UBS Group
Switzerland
$11.6K -$12.3K -824 -54%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1K -$359 -24 -29%
IHWM
23
Iron Horse Wealth Management
Iowa
$850 +$15 +1 +2%
Wells Fargo
24
Wells Fargo
California
$812 -$45 -3 -6%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$597 +$539 +36 New

MDV Hedge Fund Activity: Q1 2024 in Review

27 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Modiv Industrial (MDV) for Q1 2024, worth a combined $13.6M — up 21% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDV positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $511K. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $685K sold.

  • 27 institutional investors held Modiv Industrial (MDV) as of Q1 2024, up from 26 in Q4 2023.
  • Funds reported $13.6M of Modiv Industrial stock for Q1 2024, up 21% quarter-over-quarter.
  • 5 funds opened new Modiv Industrial positions in Q1 2024 and 4 closed out, a net change of +1 holder.
  • The largest Modiv Industrial buyer in Q1 2024 was Millennium Management, an estimated $511K added.
  • The largest Modiv Industrial seller in Q1 2024 was State of New Jersey Common Pension Fund D, an estimated $685K sold.

Based on aggregated 13F filings for Q1 2024.