NextPlat
NXPL
11 hedge funds and large institutions have $690K invested in NextPlat in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
38% more funds holding
Funds holding: 8 → 11 (+3)
0.02% more ownership
Funds ownership: 0.16% → 0.18% (+0.02%)
17% less capital invested
Capital invested by funds: $830K → $690K (-$140K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$67.8K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$43.9K |
| 3 |
State Street
Boston,
Massachusetts
|
+$4.82K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.34K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$385 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$19.9K |
| 2 |
BlackRock
New York
|
-$1.01K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$24 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFW
1
Omnia Family Wealth
Aventura,
Florida
| $223K | – | – | – |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $198K | -$19.9K | -827 | -7% |
|
|
CAM
3
Cresset Asset Management
Chicago,
Illinois
| $127K | – | – | – |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $50.9K | +$67.8K | +2,814 | New |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $31.9K | +$43.9K | +1,821 | New |
|
|
6
State Street
Boston,
Massachusetts
| $31.4K | +$4.82K | +200 | +13% |
|
|
7
BlackRock
New York
| $18.5K | -$1.01K | -42 | -4% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $8.47K | +$2.34K | +97 | +26% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $281 | +$385 | +16 | New |
|
|
10
Wells Fargo
San Francisco,
California
| $105 | -$24 | -1 | -14% |
|
11
Morgan Stanley
New York
| $20 | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $5 | – | – | – |
|
NXPL Hedge Fund Activity: Q3 2023 in Review
11 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in NextPlat (NXPL) for Q3 2023, worth a combined $690K — down 17% from $830K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NXPL positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $67.8K. The largest seller was Geode Capital Management, cutting an estimated $19.9K.
- 11 institutional investors held NextPlat (NXPL) as of Q3 2023, up from 8 in Q2 2023.
- Funds reported $690K of NextPlat stock for Q3 2023, down 17% quarter-over-quarter.
- 3 funds opened new NextPlat positions in Q3 2023 and 0 closed out, a net change of +3 holders.
- The largest NextPlat buyer in Q3 2023 was Vanguard Group, an estimated $67.8K added.
- The largest NextPlat seller in Q3 2023 was Geode Capital Management, an estimated $19.9K sold.
Based on aggregated 13F filings for Q3 2023.