NeoVolta
NEOV
15 hedge funds and large institutions have $4.02M invested in NeoVolta in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
7% more funds holding
Funds holding: 14 → 15 (+1)
0.63% more ownership
Funds ownership: 4.24% → 4.87% (+0.63%)
13% less capital invested
Capital invested by funds: $4.61M → $4.02M (-$587K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$582K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$19.4K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.94K |
| 4 |
Morgan Stanley
New York
|
+$2.91K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$7.16K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.18K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $1.04M | -$7.16K | -2,462 | -0.6% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $940K | +$8.94K | +3,077 | +0.8% |
|
|
3
Geode Capital Management
Boston,
Massachusetts
| $669K | +$19.4K | +6,685 | +3% |
|
|
BW
4
BIP Wealth
Atlanta,
Georgia
| $499K | +$582K | +200,214 | New |
|
5
State Street
Boston,
Massachusetts
| $357K | – | – | – |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $152K | – | – | – |
|
|
7
Northern Trust
Chicago,
Illinois
| $131K | -$1.18K | -407 | -0.8% |
|
8
MML Investors Services
Springfield,
Massachusetts
| $67K | – | – | – |
|
9
Bank of New York Mellon
New York
| $53.1K | – | – | – |
|
10
Corient Private Wealth
Miami,
Florida
| $49.8K | – | – | – |
|
11
Charles Schwab
San Francisco,
California
| $32.3K | – | – | – |
|
|
PFA
12
Pure Financial Advisors
San Diego,
California
| $26.8K | – | – | – |
|
|
13
Morgan Stanley
New York
| $2.49K | +$2.91K | +1,000 | New |
|
|
RAM
14
Riggs Asset Management
Dallas,
Pennsylvania
| $1.49K | – | – | – |
|
|
15
Wells Fargo
San Francisco,
California
| $513 | +$3 | +1 | +0.5% |
|
|
TRCT
16
Tower Research Capital (TRC)
New York
| – | -$1.12K | -343 | Closed |
|
NEOV Hedge Fund Activity: Q3 2023 in Review
15 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q3 2023, worth a combined $4.02M — down 13% from $4.61M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NEOV positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was BIP Wealth, opening a new position worth an estimated $582K. The largest seller was BlackRock, cutting an estimated $7.16K.
- 15 institutional investors held NeoVolta (NEOV) as of Q3 2023, up from 14 in Q2 2023.
- Funds reported $4.02M of NeoVolta stock for Q3 2023, down 13% quarter-over-quarter.
- 2 funds opened new NeoVolta positions in Q3 2023 and 1 closed out, a net change of +1 holder.
- The largest NeoVolta buyer in Q3 2023 was BIP Wealth, an estimated $582K added.
- The largest NeoVolta seller in Q3 2023 was BlackRock, an estimated $7.16K sold.
Based on aggregated 13F filings for Q3 2023.