Upexi
UPXI
9 hedge funds and large institutions have $1.2M invested in Upexi in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 4 closing their positions.
164% more capital invested
Capital invested by funds: $454K → $1.2M (+$745K)
0.06% more ownership
Funds ownership: 0.03% → 0.09% (+0.06%)
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$955K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$91.8K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51.3K |
| 4 |
BlackRock
New York
|
+$805 |
| 5 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$503 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$23K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 3 |
FIA
FNY Investment Advisers
New York
|
-$13K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mirae Asset Global Investments
Seoul,
South Korea
| $1.05M | +$955K | +9,493 | +269% |
|
|
2
Citadel Advisors
Miami,
Florida
| $74K | +$91.8K | +913 | New |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $41K | +$51.3K | +510 | New |
|
|
4
BlackRock
New York
| $24K | +$805 | +8 | +3% |
|
|
NSIM
5
North Star Investment Management
Chicago,
Illinois
| $10K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $402 | +$503 | +5 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$23K | -228 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$15K | -144 | Closed |
|
|
FIA
10
FNY Investment Advisers
New York
| – | -$13K | -134 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$1K | -6 | Closed |
|
12
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$201 | +2 | +100% |
|
UPXI Hedge Fund Activity: Q4 2021 in Review
9 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q4 2021, worth a combined $1.2M — up 164% from $454K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of UPXI and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $955K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $23K sold.
- 9 institutional investors held Upexi (UPXI) as of Q4 2021, down from 10 in Q3 2021.
- Funds reported $1.2M of Upexi stock for Q4 2021, up 164% quarter-over-quarter.
- 3 funds opened new Upexi positions in Q4 2021 and 4 closed out, a net change of -1 holder.
- The largest Upexi buyer in Q4 2021 was Mirae Asset Global Investments, an estimated $955K added.
- The largest Upexi seller in Q4 2021 was Tower Research Capital (TRC), an estimated $23K sold.
Based on aggregated 13F filings for Q4 2021.