NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

46 hedge funds and large institutions have $96.3M invested in NexPoint Diversified Real Estate Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
12
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$12.6M
2
HCMT
Highland Capital Management (Texas)
Texas
$18.9M
3
Wells Fargo
Wells Fargo
California
$4.8M
4
LPL Financial
LPL Financial
California
$824K
5
VKH
Virtu KCG Holdings
New York
$312K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$1.67M
2
KIM
Karpus Investment Management
New York
$0
3
AAM
Advisors Asset Management
Colorado
$2.38M
4
Morgan Stanley
Morgan Stanley
New York
$14.5M
5
RJA
Raymond James & Associates
Florida
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
1
Highland Capital Management (Texas)
Texas
$18.9M +$3.59M +157,467 +23%
Morgan Stanley
2
Morgan Stanley
New York
$14.5M -$957K -42,022 -6%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$12.6M +$4.31M +189,461 +52%
RCM
4
Rivernorth Capital Management
Florida
$9.39M -$303K -13,299 -3%
Bessemer Group
5
Bessemer Group
New Jersey
$8.92M -$623K -27,358 -7%
Loomis, Sayles & Company
6
Loomis, Sayles & Company
Massachusetts
$7.75M – – –
Wells Fargo
7
Wells Fargo
California
$4.8M +$541K +23,759 +13%
GC
8
Guggenheim Capital
Illinois
$2.77M +$16K +704 +0.6%
AAM
9
Advisors Asset Management
Colorado
$2.38M -$1.28M -56,377 -35%
UBS Group
10
UBS Group
Switzerland
$1.99M -$87.8K -3,856 -4%
RJA
11
Raymond James & Associates
Florida
$1.97M -$701K -30,810 -26%
COLIM
12
City of London Investment Management
United Kingdom
$1.67M -$2.14M -94,123 -56%
PCR
13
Potrero Capital Research
California
$1.23M – – –
Bank of America
14
Bank of America
North Carolina
$1.15M +$286K +12,562 +33%
CAN
15
Cetera Advisor Networks
California
$997K -$112K -4,907 -10%
LPL Financial
16
LPL Financial
California
$824K +$328K +14,303 +66%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$442K -$214K -9,400 -33%
Ameriprise
18
Ameriprise
Minnesota
$423K +$135K +5,913 +47%
AIA
19
Allegis Investment Advisors
Idaho
$411K +$98.9K +4,343 +32%
SPC
20
Sigma Planning Corp
Michigan
$390K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$316K -$24.2K -1,066 -7%
VKH
22
Virtu KCG Holdings
New York
$312K +$312K +13,717 New
CL
23
CSS LLC
Illinois
$272K -$126K -5,523 -32%
BTS
24
BB&T Securities
Virginia
$271K – – –
AG
25
Advisor Group
Arizona
$270K +$22.9K +1,006 +9%
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