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Upexi
UPXI

13 hedge funds and large institutions have $1.05M invested in Upexi in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

0% less ownership

Funds ownership: 0.15% → 0.15% (-0%)

13% less funds holding

Funds holding: 15 → 13 (-2)

23% less capital invested

Capital invested by funds: $1.37M → $1.05M (-$319K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$45.3K
2
Squarepoint
Squarepoint
New York
+$23.8K
3
BlackRock
BlackRock
New York
+$8.59K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.31K
5
TRCT
Tower Research Capital (TRC)
New York
+$916

Top Sellers

Rank Fund Capital Flow
1
CCM
Corsair Capital Management
New York
-$35.3K
2
Millennium Management
Millennium Management
New York
-$23.4K
3
Renaissance Technologies
Renaissance Technologies
New York
-$23K
4
NSIM
North Star Investment Management
Illinois
-$5.63K
5
Walleye Capital
Walleye Capital
New York
-$5.15K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$464K +$4.31K +113 +0.8%
Walleye Capital
2
Walleye Capital
New York
$218K -$5.15K -135 -2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$154K +$45.3K +1,186 +36%
CCM
4
Corsair Capital Management
New York
$54.3K -$35.3K -926 -37%
Squarepoint
5
Squarepoint
New York
$48.8K +$23.8K +624 +79%
BlackRock
6
BlackRock
New York
$40.3K +$8.59K +225 +24%
WAM
7
Warberg Asset Management
Illinois
$29.8K -$954 -25 -3%
State Street
8
State Street
Massachusetts
$29.2K – – –
TRCT
9
Tower Research Capital (TRC)
New York
$8.3K +$916 +24 +11%
RFG
10
RFP Financial Group
Georgia
$3.84K – – –
Wells Fargo
11
Wells Fargo
California
$140 +$38 +1 +33%
JP Morgan Chase
12
JP Morgan Chase
New York
$22 +$38 +1 New
Millennium Management
13
Millennium Management
New York
– -$23.4K -520 Closed
Renaissance Technologies
14
Renaissance Technologies
New York
– -$23K -500 Closed
NSIM
15
North Star Investment Management
Illinois
– -$5.63K -125 Closed
IA
16
IFP Advisors
Florida
– -$52 -1 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– +$38 +1 New

UPXI Hedge Fund Activity: Q3 2023 in Review

13 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Upexi (UPXI) for Q3 2023, worth a combined $1.05M — down 23% from $1.37M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UPXI and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.

The largest buyer was Geode Capital Management, adding an estimated $45.3K. The largest seller was Corsair Capital Management, cutting an estimated $35.3K.

  • 13 institutional investors held Upexi (UPXI) as of Q3 2023, down from 15 in Q2 2023.
  • Funds reported $1.05M of Upexi stock for Q3 2023, down 23% quarter-over-quarter.
  • 2 funds opened new Upexi positions in Q3 2023 and 4 closed out, a net change of -2 holders.
  • The largest Upexi buyer in Q3 2023 was Geode Capital Management, an estimated $45.3K added.
  • The largest Upexi seller in Q3 2023 was Corsair Capital Management, an estimated $35.3K sold.

Based on aggregated 13F filings for Q3 2023.