NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

48 hedge funds and large institutions have $139M invested in NexPoint Diversified Real Estate Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.45M
2
Invesco
2
Invesco
Georgia
$1.19M
3
AAM
3
Advisors Asset Management
Colorado
$783K
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$623K
5
Wells Fargo
5
Wells Fargo
California
$7.75M

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$20.3M
2
COLIM
2
City of London Investment Management
United Kingdom
$3.76M
3
YCM
3
Yakira Capital Management
Connecticut
$1M
4
HCMT
4
Highland Capital Management (Texas)
Texas
$21.6M
5
Bessemer Group
5
Bessemer Group
New Jersey
$8.28M
Name Market Value Shares Shares
Change 		Shares
Change %
HCMT
1
Highland Capital Management (Texas)
Texas
$21.6M 936,925 -162,445 -15%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M 901,063 -36,745 -4%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$20.3M 879,410 -390,594 -31%
RCM
4
Rivernorth Capital Management
Florida
$11M 476,440 -37,655 -7%
RJA
5
Raymond James & Associates
Florida
$10.7M 465,748 -75,664 -14%
Bessemer Group
6
Bessemer Group
New Jersey
$8.28M 359,401 -96,000 -21%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$7.84M 340,284 – –
Wells Fargo
8
Wells Fargo
California
$7.75M 335,990 +22,400 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$6.45M 280,008 +117,044 +72%
UBS Group
10
UBS Group
Switzerland
$3.76M 163,266 +10,841 +7%
COLIM
11
City of London Investment Management
United Kingdom
$3.76M 163,111 -222,710 -58%
GC
12
Guggenheim Capital
Illinois
$3.7M 160,519 +20,525 +15%
Ameriprise
13
Ameriprise
Minnesota
$1.38M 60,006 +6,694 +13%
CAN
14
Cetera Advisor Networks
California
$1.25M 54,534 -4,965 -8%
CL
15
CSS LLC
Illinois
$1.24M 53,772 -4,871 -8%
Invesco
16
Invesco
Georgia
$1.19M 51,445 +51,445 New
YCM
17
Yakira Capital Management
Connecticut
$1M 43,463 -185,006 -81%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$848K 36,793 -986 -3%
AAM
19
Advisors Asset Management
Colorado
$783K 33,987 +33,987 New
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$623K 27,009 +27,009 New
AIA
21
Allegis Investment Advisors
Idaho
$565K 24,510 +2,541 +12%
OC
22
Oppenheimer & Co
New York
$519K 22,504 +1,536 +7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$490K 21,269 +21,269 New
Bank of America
24
Bank of America
North Carolina
$396K 17,170 -30,043 -64%
CCP
25
Clough Capital Partners
Massachusetts
$354K 15,353 -34,178 -69%
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