NeoVolta
NEOV
15 hedge funds and large institutions have $1.95M invested in NeoVolta in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 7 closing their positions.
0.15% less ownership
Funds ownership: 5.11% → 4.96% (-0.15%)
21% less funds holding
Funds holding: 19 → 15 (-4)
28% less capital invested
Capital invested by funds: $2.71M → $1.95M (-$769K)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$87.4K |
| 2 |
Squarepoint
New York
|
+$19.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.93K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$95.2K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$51K |
| 3 |
Bank of New York Mellon
New York
|
-$34.1K |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$17.2K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$6.95K |
NEOV Hedge Fund Activity: Q1 2024 in Review
15 of the 6,961 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q1 2024, worth a combined $1.95M — down 28% from $2.71M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of NEOV and 3 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Truist Financial, opening a new position worth an estimated $87.4K. The largest seller was AE Wealth Management, exiting entirely with an estimated $95.2K sold.
- 15 institutional investors held NeoVolta (NEOV) as of Q1 2024, down from 19 in Q4 2023.
- Funds reported $1.95M of NeoVolta stock for Q1 2024, down 28% quarter-over-quarter.
- 3 funds opened new NeoVolta positions in Q1 2024 and 7 closed out, a net change of -4 holders.
- The largest NeoVolta buyer in Q1 2024 was Truist Financial, an estimated $87.4K added.
- The largest NeoVolta seller in Q1 2024 was AE Wealth Management, an estimated $95.2K sold.
Based on aggregated 13F filings for Q1 2024.