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NXRT

NexPoint Residential Trust
NXRT

204 hedge funds and large institutions have $1.22B invested in NexPoint Residential Trust in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $1.06B → $1.22B (+$150M)

5% more funds holding

Funds holding: 194 → 204 (+10)

0.37% more ownership

Funds ownership: 77.17% → 77.53% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

12% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 73

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $11K

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
64
Reduced
73
Closed
10
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$375K

Top Buyers

Rank Fund Capital Flow
1
CGM
Capital Growth Management
Massachusetts
+$21.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$13.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$12.9M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$4.52M
5
EGI
EAM Global Investors
California
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$14.7M
2
UIC
Uniplan Investment Counsel
Wisconsin
-$8.96M
3
BlackRock
BlackRock
New York
-$6.75M
4
JP Morgan Chase
JP Morgan Chase
New York
-$6.21M
5
NC
Nicholas Company
Wisconsin
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
176
Huntington National Bank
Ohio
$32K +$4.68K +77 +18%
PHK
177
Point72 Hong Kong
Hong Kong
$26K +$25.3K +416 New
SWA
178
Sutton Wealth Advisors
Florida
$22.8K – – –
S
179
SignatureFD
Georgia
$21K -$243 -4 -1%
Loomis, Sayles & Company
180
Loomis, Sayles & Company
Massachusetts
$21K +$7.36K +121 +57%
BCA
181
Berman Capital Advisors
Georgia
$20K – – –
VCM
182
Versant Capital Management
Arizona
$18K +$304 +5 +2%
AAP
183
Arax Advisory Partners
Colorado
$17K +$61 +1 +0.4%
BMD
184
Better Money Decisions
New Mexico
$15K – – –
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$11K – – –
FF
186
FourThought Financial
Florida
$10K – – –
ST
187
Sageworth Trust
Pennsylvania
$7K – – –
PA
188
Parallel Advisors
California
$6K – – –
GWM
189
Geneos Wealth Management
Colorado
$5K – – –
GI
190
Gradient Investments
Minnesota
$5K – – –
PCG
191
Private Capital Group
Connecticut
$5K – – –
SWA
192
SOA Wealth Advisors
New York
$4K – – –
TWA
193
TCI Wealth Advisors
Arizona
$4K +$3.77K +62 New
NFG
194
Next Financial Group
Texas
$3K – – –
MHR
195
Matthew Hamilton Rosenberg
$3K +$2.5K +41 New
CFA
196
Carroll Financial Associates
North Carolina
$2K – – –
HI
197
Hudock Inc
Pennsylvania
$2K – – –
PFBT
198
Parkside Financial Bank & Trust
Missouri
$2K – – –
TFO
199
Tarbox Family Office
California
$2K – – –
MAM
200
Meeder Asset Management
Ohio
$1K +$608 +10 New
5 6 7
8
9

NXRT Hedge Fund Activity: Q3 2021 in Review

204 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in NexPoint Residential Trust (NXRT) for Q3 2021, worth a combined $1.22B — up 14% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NXRT positions and 10 closed out — a net gain of 11 holders — while 64 added to existing stakes and 73 trimmed.

The largest buyer was Capital Growth Management, opening a new position worth an estimated $21.7M. The largest seller was Nuveen, cutting an estimated $14.7M.

  • 204 institutional investors held NexPoint Residential Trust (NXRT) as of Q3 2021, up from 194 in Q2 2021.
  • Funds reported $1.22B of NexPoint Residential Trust stock for Q3 2021, up 14% quarter-over-quarter.
  • 21 funds opened new NexPoint Residential Trust positions in Q3 2021 and 10 closed out, a net change of +11 holders.
  • The largest NexPoint Residential Trust buyer in Q3 2021 was Capital Growth Management, an estimated $21.7M added.
  • The largest NexPoint Residential Trust seller in Q3 2021 was Nuveen, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2021.