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NXRT

NexPoint Residential Trust
NXRT

185 hedge funds and large institutions have $887M invested in NexPoint Residential Trust in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.76% more ownership

Funds ownership: 77.65% → 79.42% (+1.8%)

4% more capital invested

Capital invested by funds: $850M → $887M (+$37.5M)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

2% less call options, than puts

Call options by funds: $213K | Put options by funds: $218K

4% less funds holding

Funds holding: 193 → 185 (-8)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
185
Holders Change
-8
Holders Change %
-4.15%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
72
Reduced
72
Closed
22
Calls
$213K
Puts
$218K
Net Calls
-$5K
Net Calls Change
-$293K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$17.5M
2
CCM
Copeland Capital Management
Pennsylvania
+$8.71M
3
BlackRock
BlackRock
New York
+$8.21M
4
GLA
Great Lakes Advisors
Illinois
+$5.5M
5
Goldman Sachs
Goldman Sachs
New York
+$3.4M

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$4.47M
2
ECA
Endeavour Capital Advisors
Connecticut
-$3.64M
3
CSS
Cubist Systematic Strategies
Connecticut
-$3.42M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$3.07M
5
Millennium Management
Millennium Management
New York
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
76
Penn Capital Management
Pennsylvania
$914K +$99.4K +2,158 +11%
TPSF
77
Texas Permanent School Fund
Texas
$886K +$233K +5,058 +33%
Cerity Partners
78
Cerity Partners
New York
$880K +$10.7K +233 New
Victory Capital Management
79
Victory Capital Management
Texas
$873K -$87.5K -1,901 -9%
FM
80
Foster & Motley
Ohio
$820K +$141K +3,072 +20%
CIA
81
Capital Investment Advisors
Georgia
$795K -$13.2K -287 -2%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$750K +$402K +8,732 +103%
Osaic Holdings
83
Osaic Holdings
Arizona
$711K +$176K +3,827 +31%
HGWM
84
Horst & Graben Wealth Management
Oregon
$707K – – –
Amundi
85
Amundi
France
$669K – – –
JF
86
Jump Financial
Illinois
$665K +$176K +3,817 +33%
TC
87
Telemus Capital
Michigan
$659K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$617K -$488K -10,604 -43%
SG Americas Securities
89
SG Americas Securities
New York
$609K +$482K +10,474 +301%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$603K +$6.91K +150 +1%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$590K -$129K -2,809 -17%
YCM
92
Yousif Capital Management
Michigan
$563K -$68.8K -1,495 -10%
AIG
93
American International Group
New York
$540K +$2.53K +55 +0.4%
MIM
94
MetLife Investment Management
New Jersey
$527K +$5.43K +118 +1%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$526K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$525K +$553K +12,006 New
Squarepoint
97
Squarepoint
New York
$517K -$569K -12,354 -51%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$512K -$193K -4,200 -26%
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$503K +$40.3K +875 +8%
Citigroup
100
Citigroup
New York
$498K -$269K -5,841 -34%
2 3
4
5 6

NXRT Hedge Fund Activity: Q1 2023 in Review

185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in NexPoint Residential Trust (NXRT) for Q1 2023, worth a combined $887M — up 4.4% from $850M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NXRT and 17 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 72 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17.5M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $4.47M sold.

  • 185 institutional investors held NexPoint Residential Trust (NXRT) as of Q1 2023, down from 193 in Q4 2022.
  • Funds reported $887M of NexPoint Residential Trust stock for Q1 2023, up 4.4% quarter-over-quarter.
  • 17 funds opened new NexPoint Residential Trust positions in Q1 2023 and 22 closed out, a net change of -5 holders.
  • The largest NexPoint Residential Trust buyer in Q1 2023 was T. Rowe Price Investment Management, an estimated $17.5M added.
  • The largest NexPoint Residential Trust seller in Q1 2023 was Bridgeway Capital Management, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2023.