Natural Alternatives International
NAII
27 hedge funds and large institutions have $11.4M invested in Natural Alternatives International in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 11 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
17% more funds holding
Funds holding: 23 → 27 (+4)
4% less capital invested
Capital invested by funds: $11.9M → $11.4M (-$437K)
1.37% less ownership
Funds ownership: 32.01% → 30.64% (-1.4%)
64% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$13.1K |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$10.5K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$10.5K |
| 4 |
Morgan Stanley
New York
|
+$5.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$209K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47.7K |
| 3 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$29.6K |
| 4 |
Renaissance Technologies
New York
|
-$28.6K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$27.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
26
Huntington National Bank
Columbus,
Ohio
| $6 | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| – | -$238 | -39 | Closed |
|
|
CAL
28
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$533 | +82 | New |
|
NAII Hedge Fund Activity: Q2 2024 in Review
27 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q2 2024, worth a combined $11.4M — down 3.7% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NAII positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 11 trimmed.
The largest buyer was Geode Capital Management, adding an estimated $13.1K. The largest seller was Caldwell Sutter Capital, cutting an estimated $209K.
- 27 institutional investors held Natural Alternatives International (NAII) as of Q2 2024, up from 23 in Q1 2024.
- Funds reported $11.4M of Natural Alternatives International stock for Q2 2024, down 3.7% quarter-over-quarter.
- 5 funds opened new Natural Alternatives International positions in Q2 2024 and 1 closed out, a net change of +4 holders.
- The largest Natural Alternatives International buyer in Q2 2024 was Geode Capital Management, an estimated $13.1K added.
- The largest Natural Alternatives International seller in Q2 2024 was Caldwell Sutter Capital, an estimated $209K sold.
Based on aggregated 13F filings for Q2 2024.