NeoVolta
NEOV
14 hedge funds and large institutions have $4.61M invested in NeoVolta in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.
55% more capital invested
Capital invested by funds: $2.98M → $4.61M (+$1.63M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0.73% more ownership
Funds ownership: 3.51% → 4.24% (+0.73%)
7% less funds holding
Funds holding: 15 → 14 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$318K |
| 2 |
State Street
Boston,
Massachusetts
|
+$315K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$17.4K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$9.75K |
| 5 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
+$498 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$12.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.5K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.21K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$351 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.38M | +$318K | +127,646 | +44% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $1.23M | -$29K | -11,628 | -3% |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $858K | +$9.75K | +3,911 | +2% |
|
|
4
State Street
Boston,
Massachusetts
| $469K | +$315K | +126,200 | +742% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $200K | -$5.21K | -2,092 | -3% |
|
|
6
Northern Trust
Chicago,
Illinois
| $173K | -$351 | -141 | -0.3% |
|
|
7
MML Investors Services
Springfield,
Massachusetts
| $88K | +$17.4K | +7,000 | +35% |
|
8
Bank of New York Mellon
New York
| $69.8K | – | – | – |
|
9
Corient Private Wealth
Miami,
Florida
| $65.5K | – | – | – |
|
10
Charles Schwab
San Francisco,
California
| $42.5K | – | – | – |
|
|
PFA
11
Pure Financial Advisors
San Diego,
California
| $35.2K | – | – | – |
|
|
RAM
12
Riggs Asset Management
Dallas,
Pennsylvania
| $1.97K | +$498 | +200 | +50% |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| $1.12K | -$12.5K | -5,022 | -94% |
|
14
Wells Fargo
San Francisco,
California
| $671 | +$20 | +8 | +4% |
|
|
15
UBS Group
Zurich,
Switzerland
| – | -$8.5K | -3,321 | Closed |
|
NEOV Hedge Fund Activity: Q2 2023 in Review
14 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q2 2023, worth a combined $4.61M — up 55% from $2.98M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NEOV and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 6 added.
The largest buyer was BlackRock, adding an estimated $318K. The largest seller was Vanguard Group, cutting an estimated $29K.
- 14 institutional investors held NeoVolta (NEOV) as of Q2 2023, down from 15 in Q1 2023.
- Funds reported $4.61M of NeoVolta stock for Q2 2023, up 55% quarter-over-quarter.
- 0 funds opened new NeoVolta positions in Q2 2023 and 1 closed out, a net change of -1 holder.
- The largest NeoVolta buyer in Q2 2023 was BlackRock, an estimated $318K added.
- The largest NeoVolta seller in Q2 2023 was Vanguard Group, an estimated $29K sold.
Based on aggregated 13F filings for Q2 2023.