Natural Alternatives International
NAII
22 hedge funds and large institutions have $18.7M invested in Natural Alternatives International in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.
47% more capital invested
Capital invested by funds: $12.7M → $18.7M (+$5.96M)
0.05% more ownership
Funds ownership: 33.52% → 33.57% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 23 → 22 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$190K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.6K |
| 3 |
BlackRock
New York
|
+$3.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$146K |
| 2 |
Renaissance Technologies
New York
|
-$133K |
| 3 |
Morgan Stanley
New York
|
-$52.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13.4K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$7.69K |
NAII Hedge Fund Activity: Q1 2023 in Review
22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Natural Alternatives International (NAII) for Q1 2023, worth a combined $18.7M — up 47% from $12.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NAII and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 3 added.
The largest buyer was Caldwell Sutter Capital, adding an estimated $190K. The largest seller was Dimensional Fund Advisors, cutting an estimated $146K.
- 22 institutional investors held Natural Alternatives International (NAII) as of Q1 2023, down from 23 in Q4 2022.
- Funds reported $18.7M of Natural Alternatives International stock for Q1 2023, up 47% quarter-over-quarter.
- 1 fund opened new Natural Alternatives International positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Natural Alternatives International buyer in Q1 2023 was Caldwell Sutter Capital, an estimated $190K added.
- The largest Natural Alternatives International seller in Q1 2023 was Dimensional Fund Advisors, an estimated $146K sold.
Based on aggregated 13F filings for Q1 2023.