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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.

New
Increased
Maintained
Reduced
Closed

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

13% more funds holding

Funds holding: 16 → 18 (+2)

0.21% more ownership

Funds ownership: 3.44% → 3.65% (+0.21%)

41% less capital invested

Capital invested by funds: $5.65M → $3.35M (-$2.3M)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UB
UMB Bank
Missouri
+$139K
2
Northern Trust
Northern Trust
Illinois
+$101K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$83.1K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$81.9K
5
MML Investors Services
MML Investors Services
Massachusetts
+$45.4K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$278K
2
Jane Street
Jane Street
New York
-$92K
3
WWP
WR Wealth Planners
Missouri
-$5.03K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$2.24K
5
UBS Group
UBS Group
Switzerland
-$2.07K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08M +$81.9K +21,013 +6%
BlackRock
2
BlackRock
New York
$818K – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
$692K -$2.24K -575 -0.2%
AWM
4
AE Wealth Management
Kansas
$151K – – –
Northern Trust
5
Northern Trust
Illinois
$138K +$101K +25,873 +110%
UB
6
UMB Bank
Missouri
$100K +$139K +35,715 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$59.5K +$83.1K +21,314 New
GG
8
Gofen & Glossberg
Illinois
$56K – – –
Corient Private Wealth
9
Corient Private Wealth
Florida
$55.8K +$77.9K +20,000 New
TCM
10
Traynor Capital Management
Pennsylvania
$40.5K – – –
Charles Schwab
11
Charles Schwab
California
$36.2K – – –
MML Investors Services
12
MML Investors Services
Massachusetts
$33K +$45.4K +11,660 New
PFA
13
Pure Financial Advisors
California
$30K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$28.5K +$39.9K +10,230 New
TRCT
15
Tower Research Capital (TRC)
New York
$21K +$28.8K +7,379 +4,761%
UBS Group
16
UBS Group
Switzerland
$10.4K -$2.07K -532 -13%
RAM
17
Riggs Asset Management
Pennsylvania
$1.12K +$1.17K +300 +300%
Wells Fargo
18
Wells Fargo
California
$536 +$19 +5 +3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
– -$278K -55,362 Closed
Jane Street
20
Jane Street
New York
– -$92K -18,253 Closed
WWP
21
WR Wealth Planners
Missouri
– -$5.03K -1,000 Closed

NEOV Hedge Fund Activity: Q4 2022 in Review

18 of the 6,221 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.