NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

43 hedge funds and large institutions have $90M invested in NexPoint Diversified Real Estate Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.03M
2
Wells Fargo
2
Wells Fargo
California
$7.56M
3
Bessemer Group
3
Bessemer Group
New Jersey
$7.89M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.5M
5
SIA
5
Sit Investment Associates
Minnesota
$1.88M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$3.06M
2
AAM
2
Advisors Asset Management
Colorado
$8.51M
3
Invesco
3
Invesco
Georgia
$433K
4
GC
4
Guggenheim Capital
Illinois
$2.53M
5
UBS Group
5
UBS Group
Switzerland
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$292K -$39.1K -2,195 -12%
MHS
27
M Holdings Securities
Oregon
$250K -$115K -6,382 -32%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$212K +$42.6K +2,360 +25%
Creative Planning
29
Creative Planning
Kansas
$126K +$1.57K +87 +1%
MFS
30
MSI Financial Services
Massachusetts
$97K +$16.5K +915 +20%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$34K -$18.5K -1,031 -35%
S
32
SignatureFD
Georgia
$34K – – –
Citigroup
33
Citigroup
New York
$19K -$6.85K -379 -26%
AIG
34
American International Group
New York
$17K – – –
TRCT
35
Tower Research Capital (TRC)
New York
$15K +$15K +806 New
US Bancorp
36
US Bancorp
Minnesota
$11K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$5K -$4.66K -275 -48%
GWM
38
Geneos Wealth Management
Colorado
$5K +$5K +282 New
CLOS
39
Compagnie Lombard Odier SCmA
Switzerland
$1K – – –
VKH
40
Virtu KCG Holdings
New York
– -$556K -27,197 Closed
WAM
41
Weiss Asset Management
Massachusetts
– -$513K -25,090 Closed
Squarepoint
42
Squarepoint
New York
– -$409K -20,000 Closed
TC
43
TFS Capital
Pennsylvania
– -$391K -19,106 Closed
BFM
44
Boothbay Fund Management
New York
– -$379K -18,535 Closed
CCP
45
Clough Capital Partners
Massachusetts
– -$337K -16,500 Closed
OC
46
Oppenheimer & Co
New York
– -$333K -16,287 Closed
AIA
47
Allegis Investment Advisors
Idaho
– -$97K -4,749 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$21K -1,020 Closed
IA
49
IFP Advisors
Florida
– -$19K -915 Closed
WEC
50
Winslow Evans & Crocker
Massachusetts
– -$5.01K -246 Closed
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