NeoVolta
NEOV
15 hedge funds and large institutions have $40.5M invested in NeoVolta in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 4 closing their positions.
869% more capital invested
Capital invested by funds: $4.18M → $40.5M (+$36.3M)
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
20.93% more ownership
Funds ownership: 4.76% → 25.69% (+21%)
7% more funds holding
Funds holding: 14 → 15 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$81K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$43.4K |
| 3 |
Barclays
London,
United Kingdom
|
+$32.3K |
| 4 |
CWA
Centennial Wealth Advisory
Traverse City,
Michigan
|
+$28.4K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$119K |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$66K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$29.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$15.5K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$5.06K |
NEOV Hedge Fund Activity: Q3 2024 in Review
15 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q3 2024, worth a combined $40.5M — up 869% from $4.18M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NEOV positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $81K. The largest seller was State Street, cutting an estimated $119K.
- 15 institutional investors held NeoVolta (NEOV) as of Q3 2024, up from 14 in Q2 2024.
- Funds reported $40.5M of NeoVolta stock for Q3 2024, up 869% quarter-over-quarter.
- 5 funds opened new NeoVolta positions in Q3 2024 and 4 closed out, a net change of +1 holder.
- The largest NeoVolta buyer in Q3 2024 was UBS Group, an estimated $81K added.
- The largest NeoVolta seller in Q3 2024 was State Street, an estimated $119K sold.
Based on aggregated 13F filings for Q3 2024.