Natural Alternatives International
NAII
26 hedge funds and large institutions have $13.9M invested in Natural Alternatives International in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
9% more capital invested
Capital invested by funds: $12.8M → $13.9M (+$1.12M)
8% more funds holding
Funds holding: 24 → 26 (+2)
2.82% more ownership
Funds ownership: 32.31% → 35.13% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.1M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$94.8K |
| 3 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$19.5K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$10.9K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$10.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$61K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47.2K |
| 3 |
CCB
Cutter & Co Brokerage
Ballwin,
Missouri
|
-$33.8K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$11.2K |
| 5 |
BlackRock
New York
|
-$881 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
26
Huntington National Bank
Columbus,
Ohio
| $7 | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| – | -$863 | -133 | Closed |
|
NAII Hedge Fund Activity: Q4 2023 in Review
26 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q4 2023, worth a combined $13.9M — up 8.8% from $12.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NAII positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Renaissance Technologies, cutting an estimated $61K.
- 26 institutional investors held Natural Alternatives International (NAII) as of Q4 2023, up from 24 in Q3 2023.
- Funds reported $13.9M of Natural Alternatives International stock for Q4 2023, up 8.8% quarter-over-quarter.
- 3 funds opened new Natural Alternatives International positions in Q4 2023 and 1 closed out, a net change of +2 holders.
- The largest Natural Alternatives International buyer in Q4 2023 was Morgan Stanley, an estimated $1.1M added.
- The largest Natural Alternatives International seller in Q4 2023 was Renaissance Technologies, an estimated $61K sold.
Based on aggregated 13F filings for Q4 2023.