Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEXPOINT DIVERSIFIED REL ET (NXDT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — NXDT

Based on 116 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NXDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
116 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NXDT is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

69 buying61 selling
Last quarter: 69 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 14 → 16 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 23% medium 16% new
70 out of 116 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 — ~19 new funds/quarter

14 → 20 → 14 → 16 → 19 new funds/Q
New funds entering each quarter: 20 → 14 → 16 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 15% 1-2yr 22% new
Of 117 current holders: 73 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
22 of 116 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: NXDT
2026 Q1 Stats Unlock in 21 days 117 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 117 115 1.74%
13F Shares 25M 24M 2.61%
Total Value $94M $89M 6.28%
New Positions 19 16 +3
Increased Positions 50 59 -9
Closed Positions 17 11 +6
Reduced Positions 44 35 +9
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXDT

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Institutional Holders (2026 Q1)

117 + investors

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

Top 19 institutional holders of NXDT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SMH CAPITAL ADVISORS INC 0.83% 273 $273K
2 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% 168,246 $786K
3 Burford Brothers, Inc. 0.04% 19,557 $91K
4 Sovereign Financial Group, Inc. 0.02% 30,465 $142K
5 OPPENHEIMER & CO INC 0.02% 361,262 $1.7M
6 WEDBUSH SECURITIES INC 0.01% 80,614
7 Capital Investment Advisors, LLC 0.00% 13,223 $62K
8 State of Alaska, Department of Revenue 0.00% 18,380
9 Versant Capital Management, Inc 0.00% 1,134 $5K
10 IFP Advisors, Inc 0.00% 4,807 $22K
11 GAMMA Investing LLC 0.00% 718 $3K
12 STRS OHIO 0.00% 7,645 $36K
13 Sterling Capital Management LLC 0.00% 1,290 $6K
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 13,704 $64K
15 DHJJ Financial Advisors, Ltd. 0.00% 35
16 True Wealth Design, LLC 0.00% 8
17 AdvisorNet Financial, Inc 0.00% 31
18 Farther Finance Advisors, LLC 0.00% 15
19 SJS Investment Consulting Inc. 0.00% 1
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NXDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NXDT?

Slight buying edge — 53% buying: Last quarter: 69 funds bought or added vs 61 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NXDT holders?

Strong quality — 32% AUM from major funds: 22 of 116 holders rank in the top 100 by AUM, accounting for 32% 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?

60% of holders stayed for 2+ years: 70 out of 116 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.