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NXDT

NexPoint Diversified Real Estate Trust
NXDT

41 hedge funds and large institutions have $126M invested in NexPoint Diversified Real Estate Trust in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

31% more capital invested

Capital invested by funds: $96.3M → $126M (+$29.8M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

7.99% more ownership

Funds ownership: 26.48% → 34.46% (+8%)

11% less funds holding

Funds holding: 46 → 41 (-5)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
2
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCMT
Highland Capital Management (Texas)
Texas
+$28.3M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.6M
3
Morgan Stanley
Morgan Stanley
New York
+$1.47M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$456K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$411K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$669K
2
Wells Fargo
Wells Fargo
California
-$624K
3
COLIM
City of London Investment Management
United Kingdom
-$572K
4
Bessemer Group
Bessemer Group
New Jersey
-$439K
5
VKH
Virtu KCG Holdings
New York
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
26
Evercore Wealth Management
New York
$229K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$216K +$2.6K +112 +1%
Creative Planning
28
Creative Planning
Kansas
$214K +$20K +863 +10%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$25K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$25K +$139 +6 +0.6%
SPIA
31
Steward Partners Investment Advisory
New York
$21K +$21.9K +945 New
US Bancorp
32
US Bancorp
Minnesota
$14K – – –
IA
33
IFP Advisors
Florida
$8K -$580 -25 -7%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$7K – – –
GWM
35
Geneos Wealth Management
Colorado
$1K -$3.64K -157 -72%
LA
36
Legacy Advisors
Pennsylvania
$1K +$1.37K +59 New
CFA
37
CT Financial Advisors
Pennsylvania
$412 – – –
VKH
38
Virtu KCG Holdings
New York
– -$312K -13,717 Closed
BTS
39
BB&T Securities
Virginia
– -$271K -12,199 Closed
GWS
40
Glassman Wealth Services
Virginia
– -$79K -3,490 Closed
IWA
41
IBEX Wealth Advisors
New Jersey
– -$16K -712 Closed
NFG
42
Next Financial Group
Texas
– -$6K -250 Closed
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
– -$1K -37 Closed
1
2

NXDT Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q1 2017, worth a combined $126M — up 31% from $96.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NXDT and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Highland Capital Management (Texas), adding an estimated $28.3M. The largest seller was Advisors Asset Management, cutting an estimated $669K.

  • 41 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q1 2017, down from 46 in Q4 2016.
  • Funds reported $126M of NexPoint Diversified Real Estate Trust stock for Q1 2017, up 31% quarter-over-quarter.
  • 2 funds opened new NexPoint Diversified Real Estate Trust positions in Q1 2017 and 6 closed out, a net change of -4 holders.
  • The largest NexPoint Diversified Real Estate Trust buyer in Q1 2017 was Highland Capital Management (Texas), an estimated $28.3M added.
  • The largest NexPoint Diversified Real Estate Trust seller in Q1 2017 was Advisors Asset Management, an estimated $669K sold.

Based on aggregated 13F filings for Q1 2017.