Upexi
UPXI
9 hedge funds and large institutions have $1.95M invested in Upexi in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
62% more capital invested
Capital invested by funds: $1.2M → $1.95M (+$748K)
0.03% more ownership
Funds ownership: 0.09% → 0.12% (+0.03%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$321K |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$82.1K |
| 3 |
BlackRock
New York
|
+$63.2K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.73K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$182 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$74K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Mirae Asset Global Investments
Seoul,
South Korea
| $1.42M | +$82.1K | +902 | +7% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $411K | +$321K | +3,525 | +691% |
|
|
3
BlackRock
New York
| $100K | +$63.2K | +695 | +237% |
|
|
NSIM
4
North Star Investment Management
Chicago,
Illinois
| $13K | – | – | – |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $4K | +$3.73K | +41 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
APA
7
American Portfolios Advisors
Holbrook,
New York
| $509 | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$74K | -913 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | +$182 | +2 | New |
|
UPXI Hedge Fund Activity: Q1 2022 in Review
9 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q1 2022, worth a combined $1.95M — up 62% from $1.2M a quarter earlier.
Fund positioning in UPXI was balanced in Q1 2022: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Vanguard Group, adding an estimated $321K. The largest seller was Citadel Advisors, exiting entirely with an estimated $74K sold.
- 9 institutional investors held Upexi (UPXI) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $1.95M of Upexi stock for Q1 2022, up 62% quarter-over-quarter.
- 2 funds opened new Upexi positions in Q1 2022 and 2 closed out, a net change of 0 holders.
- The largest Upexi buyer in Q1 2022 was Vanguard Group, an estimated $321K added.
- The largest Upexi seller in Q1 2022 was Citadel Advisors, an estimated $74K sold.
Based on aggregated 13F filings for Q1 2022.