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NXRT

NexPoint Residential Trust

154 hedge funds and large institutions have $609M invested in NexPoint Residential Trust in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 40

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

11% more capital invested

Capital invested by funds: $551M → $609M (+$58.7M)

4% more funds holding

Funds holding: 148154 (+6)

1.04% more ownership

Funds ownership: 66.35%67.39% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
154
Holders Change
+6
Holders Change %
+4.05%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
62
Reduced
40
Closed
18
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1
Highland Capital Management (Texas)
Texas
$80.3M +$26.6K +724 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$75.3M +$2.28M +62,018 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$72.1M +$3.85M +104,607 +6%
BlackRock
4
BlackRock
New York
$56.7M +$2.05M +55,904 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$49.9M -$636K -17,300 -1%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$25.4M +$895K +24,339 +4%
State Street
7
State Street
Massachusetts
$16.2M -$351K -9,541 -2%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$14.2M -$1.48M -40,257 -10%
Boston Partners
9
Boston Partners
Massachusetts
$11.3M -$2.83M -77,027 -21%
Goldman Sachs
10
Goldman Sachs
New York
$10.6M +$2.79M +75,956 +38%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$10.1M +$539K +14,653 +6%
Northern Trust
12
Northern Trust
Illinois
$9.54M +$4.74K +129 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.03M +$571K +15,540 +7%
UIC
14
Uniplan Investment Counsel
Wisconsin
$9.02M +$8.64M +235,156 New
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$7.64M +$2.21M +60,000 +43%
Millennium Management
16
Millennium Management
New York
$6.46M +$1.29M +35,151 +26%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.44M +$255K +6,937 +4%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$6.16M +$1.61M +43,917 +38%
Man Group
19
Man Group
United Kingdom
$5.74M -$47.8K -1,300 -0.9%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$4.89M +$1.07M +29,110 +30%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$4.87M +$4.67M +127,090 New
CAM
22
Crown Advisors Management
California
$4.79M
NC
23
Nicholas Company
Wisconsin
$4.71M +$4.52M +122,990 New
Charles Schwab
24
Charles Schwab
California
$4.42M +$217K +5,905 +5%
Wells Fargo
25
Wells Fargo
California
$3.93M -$1.37M -37,336 -27%

NXRT Hedge Fund Activity: Q1 2019 in Review

154 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NexPoint Residential Trust (NXRT) for Q1 2019, worth a combined $609M — up 11% from $551M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NXRT positions and 18 closed out — a net gain of 6 holders — while 62 added to existing stakes and 40 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $8.64M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $9.03M sold.

  • 154 institutional investors held NexPoint Residential Trust (NXRT) as of Q1 2019, up from 148 in Q4 2018.
  • Funds reported $609M of NexPoint Residential Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 24 funds opened new NexPoint Residential Trust positions in Q1 2019 and 18 closed out, a net change of +6 holders.
  • The largest NexPoint Residential Trust buyer in Q1 2019 was Uniplan Investment Counsel, an estimated $8.64M added.
  • The largest NexPoint Residential Trust seller in Q1 2019 was Janus Henderson Group, an estimated $9.03M sold.

Based on aggregated 13F filings for Q1 2019.