NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

45 hedge funds and large institutions have $176M invested in NexPoint Diversified Real Estate Trust in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
21
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$27.7M
2
RJA
2
Raymond James & Associates
Florida
$11.8M
3
COLIM
3
City of London Investment Management
United Kingdom
$8.39M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.4M
5
YCM
5
Yakira Capital Management
Connecticut
$4.98M

Top Sellers

1
HCMT
1
Highland Capital Management (Texas)
Texas
$44.7M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
PCR
3
Potrero Capital Research
California
$0
4
LPL Financial
4
LPL Financial
California
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCMT
1
Highland Capital Management (Texas)
Texas
$44.7M 1,099,370 -948,289 -46%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$27.7M 1,270,004 +646,845 +104%
Morgan Stanley
3
Morgan Stanley
New York
$20.4M 937,808 +236,670 +34%
RJA
4
Raymond James & Associates
Florida
$11.8M 541,412 +461,884 +581%
RCM
5
Rivernorth Capital Management
Florida
$11.2M 514,095 +105,497 +26%
Bessemer Group
6
Bessemer Group
New Jersey
$9.92M 455,401 +82,675 +22%
COLIM
7
City of London Investment Management
United Kingdom
$8.39M 385,821 +337,354 +696%
Loomis, Sayles & Company
8
Loomis, Sayles & Company
Massachusetts
$7.41M 340,284 – –
Wells Fargo
9
Wells Fargo
California
$6.83M 313,590 +129,723 +71%
YCM
10
Yakira Capital Management
Connecticut
$4.98M 228,469 +228,469 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.55M 162,964 +133,623 +455%
UBS Group
12
UBS Group
Switzerland
$3.32M 152,425 +65,843 +76%
GC
13
Guggenheim Capital
Illinois
$3.05M 139,994 +27,967 +25%
PPA
14
Parametric Portfolio Associates
Washington
$1.31M 60,227 +60,227 New
BI
15
Bulldog Investors
New Jersey
$1.31M 60,101 +60,101 New
CAN
16
Cetera Advisor Networks
California
$1.3M 59,499 +6,525 +12%
CL
17
CSS LLC
Illinois
$1.28M 58,643 +46,717 +392%
Ameriprise
18
Ameriprise
Minnesota
$1.16M 53,312 +23,558 +79%
CCP
19
Clough Capital Partners
Massachusetts
$1.08M 49,531 +49,531 New
Bank of America
20
Bank of America
North Carolina
$1.03M 47,213 -4,874 -9%
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$865K 39,734 +39,734 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$823K 37,779 +7,684 +26%
AIA
23
Allegis Investment Advisors
Idaho
$478K 21,969 +11 +0.1%
OC
24
Oppenheimer & Co
New York
$457K 20,968 +20,968 New
S
25
SignatureFD
Georgia
$322K 14,794 +14,794 New
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