NextPlat
NXPL
10 hedge funds and large institutions have $510K invested in NextPlat in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
28% more capital invested
Capital invested by funds: $400K → $510K (+$111K)
11% more funds holding
Funds holding: 9 → 10 (+1)
0.05% more ownership
Funds ownership: 0.13% → 0.18% (+0.05%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$108K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$57.5K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.91K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.52K |
| 5 |
JP Morgan Chase
New York
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$29.6K |
| 2 |
BlackRock
New York
|
-$369 |
| 3 |
Morgan Stanley
New York
|
-$36 |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$31 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Geode Capital Management
Boston,
Massachusetts
| $176K | +$1.52K | +99 | +0.9% |
|
|
CAM
2
Cresset Asset Management
Chicago,
Illinois
| $107K | +$108K | +7,000 | New |
|
|
OFW
3
Omnia Family Wealth
Aventura,
Florida
| $99.3K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $57.2K | +$57.5K | +3,736 | New |
|
5
Vanguard Group
Malvern,
Pennsylvania
| $44.9K | – | – | – |
|
|
6
BlackRock
New York
| $15.1K | -$369 | -24 | -2% |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $10.5K | +$1.91K | +124 | +22% |
|
8
Wells Fargo
San Francisco,
California
| $98 | – | – | – |
|
|
9
JP Morgan Chase
New York
| $24 | +$31 | +2 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $5 | – | – | – |
|
|
11
State Street
Boston,
Massachusetts
| – | -$29.6K | -1,796 | Closed |
|
|
12
Morgan Stanley
New York
| – | -$36 | -2 | Closed |
|
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$31 | -2 | -25% |
|
NXPL Hedge Fund Activity: Q1 2024 in Review
10 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NextPlat (NXPL) for Q1 2024, worth a combined $510K — up 28% from $400K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NXPL positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $108K. The largest seller was State Street, exiting entirely with an estimated $29.6K sold.
- 10 institutional investors held NextPlat (NXPL) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $510K of NextPlat stock for Q1 2024, up 28% quarter-over-quarter.
- 3 funds opened new NextPlat positions in Q1 2024 and 2 closed out, a net change of +1 holder.
- The largest NextPlat buyer in Q1 2024 was Cresset Asset Management, an estimated $108K added.
- The largest NextPlat seller in Q1 2024 was State Street, an estimated $29.6K sold.
Based on aggregated 13F filings for Q1 2024.