NextPlat
NXPL
10 hedge funds and large institutions have $835K invested in NextPlat in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
21% more capital invested
Capital invested by funds: $690K → $835K (+$145K)
0.04% less ownership
Funds ownership: 0.33% → 0.28% (-0.04%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFW
Omnia Family Wealth
Aventura,
Florida
|
+$209K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$108K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$18.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.68K |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Anson Funds Management
Dallas,
Texas
|
-$128K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.1K |
| 3 |
WFS
Widmann Financial Services
Bowie,
Maryland
|
-$16K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFW
1
Omnia Family Wealth
Aventura,
Florida
| $227K | +$209K | +6,493 | New |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $195K | +$18.4K | +569 | +10% |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $163K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $162K | +$108K | +3,334 | +170% |
|
|
5
State Street
Boston,
Massachusetts
| $49K | +$1.16K | +36 | +2% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $30K | -$16.1K | -500 | -33% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $9K | +$9.68K | +300 | New |
|
|
AFM
8
Anson Funds Management
Dallas,
Texas
| – | -$128K | -3,963 | Closed |
|
|
WFS
9
Widmann Financial Services
Bowie,
Maryland
| – | -$16K | -500 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$13K | -399 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$4.74K | -147 | -98% |
|
12
Wells Fargo
San Francisco,
California
| – | +$32 | +1 | +33% |
|
NXPL Hedge Fund Activity: Q1 2022 in Review
10 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in NextPlat (NXPL) for Q1 2022, worth a combined $835K — up 21% from $690K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NXPL and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Omnia Family Wealth, opening a new position worth an estimated $209K. The largest seller was Anson Funds Management, exiting entirely with an estimated $128K sold.
- 10 institutional investors held NextPlat (NXPL) as of Q1 2022, down from 11 in Q4 2021.
- Funds reported $835K of NextPlat stock for Q1 2022, up 21% quarter-over-quarter.
- 2 funds opened new NextPlat positions in Q1 2022 and 3 closed out, a net change of -1 holder.
- The largest NextPlat buyer in Q1 2022 was Omnia Family Wealth, an estimated $209K added.
- The largest NextPlat seller in Q1 2022 was Anson Funds Management, an estimated $128K sold.
Based on aggregated 13F filings for Q1 2022.