Natural Alternatives International
NAII
23 hedge funds and large institutions have $15.5M invested in Natural Alternatives International in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 5 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
7% more capital invested
Capital invested by funds: $14.5M → $15.5M (+$1.04M)
0.42% more ownership
Funds ownership: 31.1% → 31.51% (+0.42%)
15% less funds holding
Funds holding: 27 → 23 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$442K |
| 2 |
Morgan Stanley
New York
|
+$226K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$10.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.71K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$5.97K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$841K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$149K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$32.4K |
| 4 |
Renaissance Technologies
New York
|
-$22K |
| 5 |
BlackRock
New York
|
-$9.8K |
NAII Hedge Fund Activity: Q3 2020 in Review
23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q3 2020, worth a combined $15.5M — up 7.2% from $14.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of NAII and 1 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $442K. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $841K sold.
- 23 institutional investors held Natural Alternatives International (NAII) as of Q3 2020, down from 27 in Q2 2020.
- Funds reported $15.5M of Natural Alternatives International stock for Q3 2020, up 7.2% quarter-over-quarter.
- 1 fund opened new Natural Alternatives International positions in Q3 2020 and 5 closed out, a net change of -4 holders.
- The largest Natural Alternatives International buyer in Q3 2020 was Citadel Advisors, an estimated $442K added.
- The largest Natural Alternatives International seller in Q3 2020 was United Capital Financial Advisors, an estimated $841K sold.
Based on aggregated 13F filings for Q3 2020.