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NeoVolta
NEOV

14 hedge funds and large institutions have $4.18M invested in NeoVolta in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more capital invested

Capital invested by funds: $1.95M → $4.18M (+$2.23M)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

0.2% less ownership

Funds ownership: 4.96% → 4.76% (-0.2%)

7% less funds holding

Funds holding: 15 → 14 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
14
Holders Change
-1
Holders Change %
-6.67%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TSS
Two Sigma Securities
New York
+$27.3K
2
BlackRock
BlackRock
New York
+$9.13K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.38K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$782
5
Bank of America
Bank of America
North Carolina
+$562

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$76.7K
2
Squarepoint
Squarepoint
New York
-$17.3K
3
Northern Trust
Northern Trust
Illinois
-$7.01K
4
TRCT
Tower Research Capital (TRC)
New York
-$3.66K
5
Wells Fargo
Wells Fargo
California
-$261
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.1M +$9.13K +3,768 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02M +$782 +323 +0.1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$768K +$6.38K +2,633 +0.9%
BW
4
BIP Wealth
Georgia
$529K – – –
State Street
5
State Street
Massachusetts
$378K – – –
Northern Trust
6
Northern Trust
Illinois
$230K -$7.01K -2,896 -3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$66K – – –
Charles Schwab
8
Charles Schwab
California
$34.2K – – –
TSS
9
Two Sigma Securities
New York
$29.8K +$27.3K +11,271 New
TRCT
10
Tower Research Capital (TRC)
New York
$15.5K -$3.66K -1,513 -20%
Morgan Stanley
11
Morgan Stanley
New York
$2.64K – – –
RAM
12
Riggs Asset Management
Pennsylvania
$1.58K – – –
Bank of America
13
Bank of America
North Carolina
$612 +$562 +232 New
Truist Financial
14
Truist Financial
North Carolina
– -$76.7K -65,000 Closed
Squarepoint
15
Squarepoint
New York
– -$17.3K -14,671 Closed
Wells Fargo
16
Wells Fargo
California
– -$261 -221 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– +$317 +131 +570%

NEOV Hedge Fund Activity: Q2 2024 in Review

14 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q2 2024, worth a combined $4.18M — up 115% from $1.95M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NEOV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.

The largest buyer was Two Sigma Securities, opening a new position worth an estimated $27.3K. The largest seller was Truist Financial, exiting entirely with an estimated $76.7K sold.

  • 14 institutional investors held NeoVolta (NEOV) as of Q2 2024, down from 15 in Q1 2024.
  • Funds reported $4.18M of NeoVolta stock for Q2 2024, up 115% quarter-over-quarter.
  • 2 funds opened new NeoVolta positions in Q2 2024 and 3 closed out, a net change of -1 holder.
  • The largest NeoVolta buyer in Q2 2024 was Two Sigma Securities, an estimated $27.3K added.
  • The largest NeoVolta seller in Q2 2024 was Truist Financial, an estimated $76.7K sold.

Based on aggregated 13F filings for Q2 2024.