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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$318K
2
State Street
State Street
Massachusetts
+$315K
3
MML Investors Services
MML Investors Services
Massachusetts
+$17.4K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$9.75K
5
RAM
Riggs Asset Management
Pennsylvania
+$498

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$29K
2
TRCT
Tower Research Capital (TRC)
New York
-$12.5K
3
UBS Group
UBS Group
Switzerland
-$8.5K
4
AWM
AE Wealth Management
Kansas
-$5.21K
5
Northern Trust
Northern Trust
Illinois
-$351

NEOV Hedge Fund Activity: Q2 2023 in Review

14 of the 6,385 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.