NXDT

NexPoint Diversified Real Estate Trust
NXDT

Overview Fund Activity

45 hedge funds and large institutions have $157M invested in NexPoint Diversified Real Estate Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
15
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$18.4M
2
VIA
Vident Investment Advisory
Georgia
+$7.83M
3
COLIM
City of London Investment Management
United Kingdom
+$2.87M
4
AAM
Advisors Asset Management
Colorado
+$693K
5
Morgan Stanley
Morgan Stanley
New York
+$680K

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$5.89M
2
RCM
Rivernorth Capital Management
Florida
-$2.57M
3
Millennium Management
Millennium Management
New York
-$2.56M
4
CAN
Cetera Advisor Networks
California
-$1.22M
5
RJA
Raymond James & Associates
Florida
-$712K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
1
Highland Capital Management (Texas)
Texas
$22.4M +$450K +19,595 +2%
UBS Group
2
UBS Group
Switzerland
$21.6M +$18.4M +801,787 +588%
Morgan Stanley
3
Morgan Stanley
New York
$20.1M +$680K +29,589 +4%
RCM
4
Rivernorth Capital Management
Florida
$17.7M -$2.57M -111,657 -13%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$10.9M -$5.89M -260,249 -35%
RJA
6
Raymond James & Associates
Florida
$9.94M -$712K -30,964 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.06M +$240K +10,434 +3%
VIA
8
Vident Investment Advisory
Georgia
$7.83M +$7.83M +340,420 New
Loomis, Sayles & Company
9
Loomis, Sayles & Company
Massachusetts
$7.82M – – –
Wells Fargo
10
Wells Fargo
California
$7.51M +$223K +9,694 +3%
Bessemer Group
11
Bessemer Group
New Jersey
$5.59M -$345K -15,000 -6%
COLIM
12
City of London Investment Management
United Kingdom
$4.44M +$2.87M +125,062 +184%
AAM
13
Advisors Asset Management
Colorado
$3.21M +$693K +29,298 +27%
GC
14
Guggenheim Capital
Illinois
$2.63M -$488K -21,248 -16%
Invesco
15
Invesco
Georgia
$1.24M -$31.2K -1,359 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.02M +$518K +22,533 +103%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$872K +$81.2K +3,532 +10%
GA
18
Greytown Advisors
Florida
$570K – – –
BFM
19
Boothbay Fund Management
New York
$432K +$432K +18,800 New
CCP
20
Clough Capital Partners
Massachusetts
$360K +$360K +15,653 New
OC
21
Oppenheimer & Co
New York
$322K +$26.3K +1,145 +9%
AG
22
Advisor Group
Arizona
$319K -$18K -786 -5%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$306K -$315K -13,709 -51%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$282K +$1.86K +81 +0.7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$249K +$10.4K +452 +4%
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