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NeoVolta
NEOV

19 hedge funds and large institutions have $2.72M invested in NeoVolta in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

27% more funds holding

Funds holding: 15 → 19 (+4)

0.24% more ownership

Funds ownership: 4.87% → 5.11% (+0.24%)

32% less capital invested

Capital invested by funds: $4.02M → $2.72M (-$1.31M)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$84.6K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.1K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$15.2K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$9.91K
5
MML Investors Services
MML Investors Services
Massachusetts
+$9.91K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.59K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$668K -$1.59K -802 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$616K +$15.2K +7,646 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$461K +$39.1K +19,717 +7%
BW
4
BIP Wealth
Georgia
$320K – – –
State Street
5
State Street
Massachusetts
$229K – – –
Northern Trust
6
Northern Trust
Illinois
$152K +$84.6K +42,688 +81%
AWM
7
AE Wealth Management
Kansas
$95.2K – – –
MML Investors Services
8
MML Investors Services
Massachusetts
$51K +$9.91K +5,000 +19%
Corient Private Wealth
9
Corient Private Wealth
Florida
$40K +$9.91K +5,000 +25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$34.1K – – –
Charles Schwab
11
Charles Schwab
California
$20.7K – – –
PFA
12
Pure Financial Advisors
California
$17.2K – – –
UBS Group
13
UBS Group
Switzerland
$3.79K +$4.69K +2,367 New
Morgan Stanley
14
Morgan Stanley
New York
$3.2K +$1.98K +1,000 +100%
Barclays
15
Barclays
United Kingdom
$1.57K +$1.94K +979 New
RAM
16
Riggs Asset Management
Pennsylvania
$960 – – –
Wells Fargo
17
Wells Fargo
California
$347 +$22 +11 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$250 +$309 +156 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– +$598 +302 New

NEOV Hedge Fund Activity: Q4 2023 in Review

19 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q4 2023, worth a combined $2.72M — down 32% from $4.02M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NEOV positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Northern Trust, adding an estimated $84.6K. The largest seller was BlackRock, cutting an estimated $1.59K.

  • 19 institutional investors held NeoVolta (NEOV) as of Q4 2023, up from 15 in Q3 2023.
  • Funds reported $2.72M of NeoVolta stock for Q4 2023, down 32% quarter-over-quarter.
  • 4 funds opened new NeoVolta positions in Q4 2023 and 0 closed out, a net change of +4 holders.
  • The largest NeoVolta buyer in Q4 2023 was Northern Trust, an estimated $84.6K added.
  • The largest NeoVolta seller in Q4 2023 was BlackRock, an estimated $1.59K sold.

Based on aggregated 13F filings for Q4 2023.