Natural Alternatives International
NAII
21 hedge funds and large institutions have $19.3M invested in Natural Alternatives International in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.
25% more capital invested
Capital invested by funds: $15.5M → $19.3M (+$3.81M)
3.18% less ownership
Funds ownership: 31.51% → 28.34% (-3.2%)
9% less funds holding
Funds holding: 23 → 21 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$298K |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$79.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$62.5K |
| 4 |
Renaissance Technologies
New York
|
+$60.4K |
| 5 |
LWM
Liberty Wealth Management
Oakland,
California
|
+$4.57K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$1.45M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$463K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$76K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$32K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$22.7K |
NAII Hedge Fund Activity: Q4 2020 in Review
21 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q4 2020, worth a combined $19.3M — up 25% from $15.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NAII and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $298K. The largest seller was Wedbush Securities, exiting entirely with an estimated $1.45M sold.
- 21 institutional investors held Natural Alternatives International (NAII) as of Q4 2020, down from 23 in Q3 2020.
- Funds reported $19.3M of Natural Alternatives International stock for Q4 2020, up 25% quarter-over-quarter.
- 4 funds opened new Natural Alternatives International positions in Q4 2020 and 6 closed out, a net change of -2 holders.
- The largest Natural Alternatives International buyer in Q4 2020 was Morgan Stanley, an estimated $298K added.
- The largest Natural Alternatives International seller in Q4 2020 was Wedbush Securities, an estimated $1.45M sold.
Based on aggregated 13F filings for Q4 2020.