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National Bank Holdings

103 hedge funds and large institutions have $597M invested in National Bank Holdings in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.26% more ownership

Funds ownership: 100.47%100.73% (+0.26%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

8% less funds holding

Funds holding: 112103 (-9)

8% less capital invested

Capital invested by funds: $650M → $597M (-$53M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
39
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
76
American International Group
New York
$371K -$77.5K -3,916 -18%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$370K
CCA
78
Catalyst Capital Advisors
New York
$336K +$326K +16,500 New
BA
79
BlackRock Advisors
Delaware
$301K +$13.7K +691 +5%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$288K -$475 -24 -0.2%
MC
81
Menta Capital
California
$271K +$263K +13,300 New
William Blair & Company
82
William Blair & Company
Illinois
$254K
RJA
83
Raymond James & Associates
Florida
$236K -$69.1K -3,493 -23%
BG
84
BlackRock Group
United Kingdom
$230K +$148K +7,465 +194%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$169K -$135K -6,846 -45%
AAM
86
Advisors Asset Management
Colorado
$162K +$158K +7,966 New
Legal & General Group
87
Legal & General Group
United Kingdom
$110K -$14.2K -720 -12%
Bank of America
88
Bank of America
North Carolina
$98K -$102K -5,159 -52%
Canada Life
89
Canada Life
Manitoba, Canada
$79K
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$76K +$17.9K +906 +32%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$58K +$4.75K +240 +9%
BlackRock
92
BlackRock
New York
$48K +$23.5K +1,188 +102%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$41K -$64.2K -3,243 -61%
Morgan Stanley
94
Morgan Stanley
New York
$38K -$1.83M -92,614 -98%
UBS Group
95
UBS Group
Switzerland
$38K -$20.3K -1,025 -36%
SEI Investments
96
SEI Investments
Pennsylvania
$28K -$73K -3,692 -73%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$12K
Geode Capital Management
98
Geode Capital Management
Massachusetts
$6.45K -$35K -1,769 -0.6%
TRCT
99
Tower Research Capital (TRC)
New York
$4K -$11.7K -590 -74%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$2K +$1.21K +61 +165%

NBHC Hedge Fund Activity: Q1 2016 in Review

103 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q1 2016, worth a combined $597M — down 8.1% from $650M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NBHC and 8 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 39 added.

The largest buyer was Boston Advisors, opening a new position worth an estimated $5.17M. The largest seller was Wells Fargo, cutting an estimated $14M.

  • 103 institutional investors held National Bank Holdings (NBHC) as of Q1 2016, down from 112 in Q4 2015.
  • Funds reported $597M of National Bank Holdings stock for Q1 2016, down 8.1% quarter-over-quarter.
  • 8 funds opened new National Bank Holdings positions in Q1 2016 and 17 closed out, a net change of -9 holders.
  • The largest National Bank Holdings buyer in Q1 2016 was Boston Advisors, an estimated $5.17M added.
  • The largest National Bank Holdings seller in Q1 2016 was Wells Fargo, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2016.