NeoVolta
NEOV
18 hedge funds and large institutions have $3.35M invested in NeoVolta in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
58% more capital inflows, than outflows
Capital inflows: $598K | Capital outflows: $379K
13% more funds holding
Funds holding: 16 → 18 (+2)
0.21% more ownership
Funds ownership: 3.44% → 3.65% (+0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UMB Bank
Kansas City,
Missouri
|
+$139K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$101K |
| 3 |
Bank of New York Mellon
New York
|
+$83.1K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.9K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$45.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$278K |
| 2 |
Jane Street
New York
|
-$92K |
| 3 |
WR Wealth Planners
Columbia,
Missouri
|
-$5.03K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$2.24K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.07K |
NEOV Hedge Fund Activity: Q4 2022 in Review
18 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q4 2022, worth a combined $3.35M — down 41% from $5.65M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NEOV positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was UMB Bank, opening a new position worth an estimated $139K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $278K sold.
- 18 institutional investors held NeoVolta (NEOV) as of Q4 2022, up from 16 in Q3 2022.
- Funds reported $3.35M of NeoVolta stock for Q4 2022, down 41% quarter-over-quarter.
- 5 funds opened new NeoVolta positions in Q4 2022 and 3 closed out, a net change of +2 holders.
- The largest NeoVolta buyer in Q4 2022 was UMB Bank, an estimated $139K added.
- The largest NeoVolta seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $278K sold.
Based on aggregated 13F filings for Q4 2022.