NexPoint Real Estate Finance
NREF
60 hedge funds and large institutions have $192M invested in NexPoint Real Estate Finance in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 1 closing their positions.
844% more call options, than puts
Call options by funds: $236K | Put options by funds: $25K
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
11% more funds holding
Funds holding: 54 → 60 (+6)
4% more capital invested
Capital invested by funds: $184M → $192M (+$7.68M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.67% less ownership
Funds ownership: 68.74% → 68.07% (-0.67%)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$768K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$656K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$520K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$415K |
| 5 |
HF
HRT Financial
New York
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.08M |
| 2 |
BlackRock
New York
|
-$796K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$335K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
-$191K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$190K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $13.3K | – | – | – |
|
|
AB
52
Amalgamated Bank
New York
| $13K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $11.4K | +$83 | +5 | +0.7% |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $9.62K | – | – | – |
|
|
OLVIG
55
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $8.18K | – | – | – |
|
|
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
| $7.62K | +$7.72K | +466 | New |
|
57
Citadel Advisors
Miami,
Florida
| $5.78K | +$5.85K | +353 | New |
|
|
WTG
58
West Tower Group
Richmond,
Virginia
| $3.65K | +$3.69K | +223 | New |
|
59
Citigroup
New York
| $835 | -$39.7K | -2,397 | -98% |
|
|
EMFAT
60
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$142K | -9,106 | Closed |
|
|
C
61
Covestor
London,
United Kingdom
| – | -$944 | -57 | -98% |
|
NREF Hedge Fund Activity: Q3 2023 in Review
60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in NexPoint Real Estate Finance (NREF) for Q3 2023, worth a combined $192M — up 4.2% from $184M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NREF positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.
The largest buyer was Millennium Management, adding an estimated $768K. The largest seller was Goldman Sachs, cutting an estimated $3.08M.
- 60 institutional investors held NexPoint Real Estate Finance (NREF) as of Q3 2023, up from 54 in Q2 2023.
- Funds reported $192M of NexPoint Real Estate Finance stock for Q3 2023, up 4.2% quarter-over-quarter.
- 7 funds opened new NexPoint Real Estate Finance positions in Q3 2023 and 1 closed out, a net change of +6 holders.
- The largest NexPoint Real Estate Finance buyer in Q3 2023 was Millennium Management, an estimated $768K added.
- The largest NexPoint Real Estate Finance seller in Q3 2023 was Goldman Sachs, an estimated $3.08M sold.
Based on aggregated 13F filings for Q3 2023.