NextPlat
NXPL
10 hedge funds and large institutions have $401K invested in NextPlat in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0.04% less ownership
Funds ownership: 0.23% → 0.19% (-0.04%)
4% less capital invested
Capital invested by funds: $416K → $401K (-$15.2K)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$7.41K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.92K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$805 |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$532 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.5K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFW
1
Omnia Family Wealth
Aventura,
Florida
| $222K | – | – | – |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $99.8K | +$805 | +53 | +0.8% |
|
|
3
Citadel Advisors
Miami,
Florida
| $35.8K | +$7.41K | +488 | +25% |
|
4
State Street
Boston,
Massachusetts
| $23.7K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $9K | -$1.5K | -99 | -14% |
|
|
6
UBS Group
Zurich,
Switzerland
| $5.25K | +$2.92K | +192 | +118% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $4.44K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$532 | +35 | New |
|
9
Wells Fargo
San Francisco,
California
| $49 | – | – | – |
|
10
Morgan Stanley
New York
| $16 | – | – | – |
|
|
11
Vanguard Group
Malvern,
Pennsylvania
| – | -$51.5K | -4,086 | Closed |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | -$12 | -1 | Closed |
|
NXPL Hedge Fund Activity: Q1 2023 in Review
10 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in NextPlat (NXPL) for Q1 2023, worth a combined $401K — down 3.6% from $416K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NXPL and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Citadel Advisors, adding an estimated $7.41K. The largest seller was Vanguard Group, exiting entirely with an estimated $51.5K sold.
- 10 institutional investors held NextPlat (NXPL) as of Q1 2023, down from 11 in Q4 2022.
- Funds reported $401K of NextPlat stock for Q1 2023, down 3.6% quarter-over-quarter.
- 1 fund opened new NextPlat positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest NextPlat buyer in Q1 2023 was Citadel Advisors, an estimated $7.41K added.
- The largest NextPlat seller in Q1 2023 was Vanguard Group, an estimated $51.5K sold.
Based on aggregated 13F filings for Q1 2023.