NeoVolta
NEOV
15 hedge funds and large institutions have $2.98M invested in NeoVolta in 2023 Q1 according to their latest regulatory filings, with 1 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
0.14% less ownership
Funds ownership: 3.65% → 3.51% (-0.14%)
11% less capital invested
Capital invested by funds: $3.35M → $2.98M (-$366K)
17% less funds holding
Funds holding: 18 → 15 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$42.4K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$24K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$23.2K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$20.6K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$8.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$100K |
| 2 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$40.5K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$969 |
NEOV Hedge Fund Activity: Q1 2023 in Review
15 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q1 2023, worth a combined $2.98M — down 11% from $3.35M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NEOV and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was State Street, opening a new position worth an estimated $42.4K. The largest seller was UMB Bank, exiting entirely with an estimated $100K sold.
- 15 institutional investors held NeoVolta (NEOV) as of Q1 2023, down from 18 in Q4 2022.
- Funds reported $2.98M of NeoVolta stock for Q1 2023, down 11% quarter-over-quarter.
- 1 fund opened new NeoVolta positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest NeoVolta buyer in Q1 2023 was State Street, an estimated $42.4K added.
- The largest NeoVolta seller in Q1 2023 was UMB Bank, an estimated $100K sold.
Based on aggregated 13F filings for Q1 2023.