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National Bank Holdings

161 hedge funds and large institutions have $1.09B invested in National Bank Holdings in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 161161 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

4% less capital invested

Capital invested by funds: $1.14B → $1.09B (-$46.6M)

10.01% less ownership

Funds ownership: 99.01%89% (-10%)

36% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 72

99% less call options, than puts

Call options by funds: $636K | Put options by funds: $58.9M

Holders
161
Holders Change
Holders Change %
0%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
46
Reduced
72
Closed
15
Calls
$636K
Puts
$58.9M
Net Calls
-$58.3M
Net Calls Change
+$2.02M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$8.79M -$1.31M -32,562 -12%
Invesco
27
Invesco
Georgia
$8.76M -$28.5K -710 -0.3%
Morgan Stanley
28
Morgan Stanley
New York
$7.02M -$270K -6,728 -3%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$6.99M -$108M -2,697,358 -93%
Principal Financial Group
30
Principal Financial Group
Iowa
$6.86M -$16.7K -416 -0.2%
Goldman Sachs
31
Goldman Sachs
New York
$6.34M -$563K -14,020 -8%
FCM
32
FJ Capital Management
Virginia
$6M
DRZID
33
DePrince Race & Zollo Inc (DRZ)
Florida
$5.82M -$169K -4,205 -3%
MCM
34
Maltese Capital Management
New York
$4.07M +$803K +20,000 +22%
American Century Companies
35
American Century Companies
Missouri
$3.75M +$151K +3,772 +4%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$3.25M +$130K +3,226 +4%
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.7M
Legal & General Group
38
Legal & General Group
United Kingdom
$2.65M +$9.84K +245 +0.3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.64M +$28.1K +700 +1%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$2.63M -$113K -2,813 -4%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$2.35M -$518K -12,900 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
42
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.3M +$2.5M +62,200 New
Two Sigma Advisers
43
Two Sigma Advisers
New York
$2.27M -$506K -12,600 -17%
First Trust Advisors
44
First Trust Advisors
Illinois
$2.22M -$1.3M -32,403 -35%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.17M +$128K +3,200 +6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$2.09M -$6.3K -157 -0.3%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.04M -$19.7K -491 -0.9%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$2.03M -$214K -5,338 -9%
EC
49
EJF Capital
Virginia
$1.99M -$335K -8,337 -13%
Boston Partners
50
Boston Partners
Massachusetts
$1.92M -$42.5K -1,059 -2%

NBHC Hedge Fund Activity: Q3 2022 in Review

161 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q3 2022, worth a combined $1.09B — down 4.1% from $1.14B a quarter earlier.

Fund positioning in NBHC was balanced in Q3 2022: 15 funds opened new positions, 15 closed out, 46 added to existing stakes and 72 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $108M.

  • 161 institutional investors held National Bank Holdings (NBHC) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $1.09B of National Bank Holdings stock for Q3 2022, down 4.1% quarter-over-quarter.
  • 15 funds opened new National Bank Holdings positions in Q3 2022 and 15 closed out, a net change of 0 holders.
  • The largest National Bank Holdings buyer in Q3 2022 was Wellington Management Group, an estimated $12.9M added.
  • The largest National Bank Holdings seller in Q3 2022 was T. Rowe Price Associates, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2022.