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National Bank Holdings

135 hedge funds and large institutions have $703M invested in National Bank Holdings in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

822% more call options, than puts

Call options by funds: $11M | Put options by funds: $1.2M

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

3% less ownership

Funds ownership: 97.34%94.34% (-3%)

6% less funds holding

Funds holding: 143135 (-8)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

34% less capital invested

Capital invested by funds: $1.07B → $703M (-$366M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
-8
Holders Change %
-5.59%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
50
Reduced
46
Closed
23
Calls
$11M
Puts
$1.2M
Net Calls
+$9.82M
Net Calls Change
-$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Skyline Asset Management
Illinois
$5.92M +$122K +3,900 +2%
EPCA
27
Elizabeth Park Capital Advisors
Ohio
$5.87M -$1.11M -35,588 -13%
Principal Financial Group
28
Principal Financial Group
Iowa
$5.65M -$305K -9,782 -4%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$5.46M +$3.7M +118,574 +108%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$5.18M -$328K -10,531 -5%
DRZID
31
DePrince Race & Zollo Inc (DRZ)
Florida
$4.4M +$1.75M +56,291 +44%
Millennium Management
32
Millennium Management
New York
$4.1M -$8.5M -272,672 -61%
BNP Paribas Asset Management
33
BNP Paribas Asset Management
France
$3.8M +$709K +22,757 +17%
HI
34
Handelsinvest Investeringsforvaltning
Denmark
$2.87M
JP Morgan Chase
35
JP Morgan Chase
New York
$2.75M +$2.75M +88,334 +329%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.43M +$40.7K +1,305 +1%
Morgan Stanley
37
Morgan Stanley
New York
$2.04M -$2.18M -70,088 -45%
Bank of America
38
Bank of America
North Carolina
$1.93M +$352K +11,279 +16%
Legal & General Group
39
Legal & General Group
United Kingdom
$1.9M +$12.9K +413 +0.5%
MOACM
40
Mutual of America Capital Management
New York
$1.79M -$94.7K -3,038 -4%
SO
41
STRS Ohio
Ohio
$1.78M -$511K -16,400 -18%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.67M
PPA
43
Parametric Portfolio Associates
Washington
$1.64M +$508K +16,305 +31%
Boston Partners
44
Boston Partners
Massachusetts
$1.62M -$187K -6,001 -8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.57M -$103K -3,300 -5%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.37M +$24.9K +800 +1%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.31M -$20.3K -650 -1%
Wells Fargo
48
Wells Fargo
California
$1.31M +$162K +5,185 +10%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.3M +$269K +8,618 +19%
Invesco
50
Invesco
Georgia
$1.3M -$14.5M -465,260 -90%

NBHC Hedge Fund Activity: Q1 2020 in Review

135 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q1 2020, worth a combined $703M — down 34% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of NBHC and 18 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 50 added.

The largest buyer was Kennedy Capital Management, adding an estimated $7.06M. The largest seller was Invesco, cutting an estimated $14.5M.

  • 135 institutional investors held National Bank Holdings (NBHC) as of Q1 2020, down from 143 in Q4 2019.
  • Funds reported $703M of National Bank Holdings stock for Q1 2020, down 34% quarter-over-quarter.
  • 18 funds opened new National Bank Holdings positions in Q1 2020 and 23 closed out, a net change of -5 holders.
  • The largest National Bank Holdings buyer in Q1 2020 was Kennedy Capital Management, an estimated $7.06M added.
  • The largest National Bank Holdings seller in Q1 2020 was Invesco, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2020.