Natural Alternatives International
NAII
25 hedge funds and large institutions have $9.1M invested in Natural Alternatives International in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
14% more funds holding
Funds holding: 22 → 25 (+3)
3.75% more ownership
Funds ownership: 30.36% → 34.11% (+3.8%)
16% less capital invested
Capital invested by funds: $10.8M → $9.1M (-$1.69M)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$63.8K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$59K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$12.9K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.6K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$295K |
| 2 |
LWM
Liberty Wealth Management
Oakland,
California
|
-$80K |
| 3 |
Renaissance Technologies
New York
|
-$51.7K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$26.1K |
| 5 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$8.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
26
Liberty Wealth Management
Oakland,
California
| – | -$80K | -14,000 | Closed |
|
27
Acadian Asset Management
Boston,
Massachusetts
| – | -$5K | -973 | Closed |
|
NAII Hedge Fund Activity: Q4 2024 in Review
25 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q4 2024, worth a combined $9.1M — down 16% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NAII positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $63.8K. The largest seller was Morgan Stanley, cutting an estimated $295K.
- 25 institutional investors held Natural Alternatives International (NAII) as of Q4 2024, up from 22 in Q3 2024.
- Funds reported $9.1M of Natural Alternatives International stock for Q4 2024, down 16% quarter-over-quarter.
- 5 funds opened new Natural Alternatives International positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest Natural Alternatives International buyer in Q4 2024 was Citadel Advisors, an estimated $63.8K added.
- The largest Natural Alternatives International seller in Q4 2024 was Morgan Stanley, an estimated $295K sold.
Based on aggregated 13F filings for Q4 2024.