Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nexpoint Diversified Rel Et (NXDT)

124 + Investors. Track Smart Money conviction in NXDT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
62%

Smart Money Signals — NXDT

Based on 124 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NXDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
124 hedge funds hold NXDT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

79 buying48 selling
Last quarter: 79 funds were net buyers (14 opened a brand new position + 65 added to an existing one). Only 48 were sellers (33 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 17 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
68 out of 124 hedge funds have held NXDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~14 new funds/quarter

14 → 17 → 19 → 17 → 14 new funds/Q
New funds entering each quarter: 17 → 19 → 17 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 23% newcomers

■ 57% veterans ■ 20% 1-2yr ■ 23% new
Entry-cohort mix of 127 holders: 73 (57%) are 2+ year veterans, 25 entered 1–2 years ago, and 29 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
32 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NXDT

In 2026 Q2, 79 hedge funds were net buyers of NXDT (14 opened a new position, 65 added to an existing one), while 48 reduced or exited (33 trimmed, 15 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 35% of total institutional value in NXDT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 124.

Hedge Fund Ownership: NXDT

How many hedge funds hold NXDT — quarterly history vs. share price
Quarterly hedge fund ownership of NXDT vs. share price

Market Analysis: NXDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NXDT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: NXDT
124 + Investors

Track Smart Money conviction in NXDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 125 -0.8%
13F Shares 27M 26M 3.96%
Total Value $136M $118M 15.16%
New Positions 14 17 -3
Increased Positions 65 71 -6
Closed Positions 15 13 +2
Reduced Positions 33 30 +3
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: NXDT

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Institutional Holders (2026 Q2)

124 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NXDT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NXDT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.92% 923,630 $4.8M
2 Nexpoint Asset Management, L.P. 1.90% 5,481,827 $28.5M
3 Smh Capital Advisors Inc 1.22% 59,797 $310K
4 Camelot Portfolios, LLC 0.93% 257,035 $1.3M
5 Concorde Asset Management, LLC 0.91% 303,434 $1.6M
6 Bulldog Investors, LLP 0.34% 300,011 $1.6M
7 MADDEN SECURITIES Corp 0.33% 231,714 $1.2M
8 GatePass Capital, LLC 0.27% 137,508 $714K
9 Legacy Wealth Managment, LLC/ID 0.14% 64,409 $334K
10 Odyssean, LLC 0.08% 94,837 $492K
11 Nations Financial Group Inc, /Ia/ /Adv 0.05% 185,131 $961K
12 Caldwell Sutter Capital, INC. 0.04% 20,701 $107K
13 Copley Financial Group, Inc. 0.03% 10,656 $55K
14 Tcw Group Inc 0.03% 923,518 $4.8M
15 Sovereign Financial Group, Inc. 0.03% 33,183 $172K
16 Burford Brothers, Inc. 0.03% 13,163 $68K
17 Oppenheimer & Co Inc 0.02% 427,148 $2.2M
18 BTG Pactual Asset Management US LLC 0.02% 69,419 $360K
19 Raymond James Financial Inc 0.01% 4,166,954 $21.6M
20 XTX Topco Ltd 0.00% 62,599 $325K
21 Susquehanna Portfolio Strategies, LLC 0.00% 46,986 $244K
22 Catalyst Capital Advisors LLC 0.00% 35,288 $183K
23 Fuller & Thaler Asset Management, INC. 0.00% 92,857 $482K
24 Empowered Funds, LLC 0.00% 35,714 $185K
25 Capital Investment Advisors, LLC 0.00% 12,613 $65K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nexpoint Diversified Rel Et (NXDT)

What does the Smart Money Trend signal show for NXDT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NXDT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NXDT?

More buyers than sellers — 62% buying: Last quarter: 79 funds were net buyers (14 opened a brand new position + 65 added to an existing one). Only 48 were sellers (33 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NXDT holders?

Strong quality — 35% AUM from major funds: 32 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NXDT?

55% of holders stayed for 2+ years: 68 out of 124 hedge funds have held NXDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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