NexPoint Diversified Real Estate Trust
NXDT
107 hedge funds and large institutions have $181M invested in NexPoint Diversified Real Estate Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 29 reducing their positions, and 9 closing their positions.
1,071% more call options, than puts
Call options by funds: $82K | Put options by funds: $7K
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
93% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 29
9% more funds holding
Funds holding: 98 → 107 (+9)
9.18% more ownership
Funds ownership: 51.96% → 61.14% (+9.2%)
8% more capital invested
Capital invested by funds: $168M → $181M (+$12.7M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21M |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$3.01M |
| 3 |
BlackRock
New York
|
+$1.61M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$909K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$1.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$804K |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$428K |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
-$410K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$340K |
NXDT Hedge Fund Activity: Q4 2023 in Review
107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NexPoint Diversified Real Estate Trust (NXDT) for Q4 2023, worth a combined $181M — up 7.6% from $168M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NXDT positions and 9 closed out — a net gain of 9 holders — while 56 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21M. The largest seller was Bank of New York Mellon, cutting an estimated $1.03M.
- 107 institutional investors held NexPoint Diversified Real Estate Trust (NXDT) as of Q4 2023, up from 98 in Q3 2023.
- Funds reported $181M of NexPoint Diversified Real Estate Trust stock for Q4 2023, up 7.6% quarter-over-quarter.
- 18 funds opened new NexPoint Diversified Real Estate Trust positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest NexPoint Diversified Real Estate Trust buyer in Q4 2023 was Morgan Stanley, an estimated $21M added.
- The largest NexPoint Diversified Real Estate Trust seller in Q4 2023 was Bank of New York Mellon, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2023.