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National Bank Holdings
NBHC

167 hedge funds and large institutions have $1.6B invested in National Bank Holdings in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

76% more call options, than puts

Call options by funds: $30K | Put options by funds: $17K

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

10% more funds holding

Funds holding: 152 → 167 (+15)

1% more capital invested

Capital invested by funds: $1.59B → $1.6B (+$10.9M)

1.78% less ownership

Funds ownership: 99.31% → 97.54% (-1.8%)

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
60
Reduced
54
Closed
10
Calls
$30K
Puts
$17K
Net Calls
+$13K
Net Calls Change
-$38.5M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$8.66M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$8.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$6.42M
4
UBS Group
UBS Group
Switzerland
+$4.35M
5
State Street
State Street
Massachusetts
+$3.73M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$23.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$10.5M
3
Goldman Sachs
Goldman Sachs
New York
-$8.13M
4
MCM
Maltese Capital Management
New York
-$6.7M
5
ACB
Aristotle Capital Boston
Massachusetts
-$5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
101
True North Advisors
Texas
$435K – – –
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$430K – – –
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$409K – – –
Millennium Management
104
Millennium Management
New York
$398K +$130K +2,876 +45%
PCMI
105
Paradigm Capital Management Inc
New York
$388K – – –
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$386K – – –
KK
107
KLP Kapitalforvaltning
Norway
$362K +$380K +8,400 New
CC
108
Centiva Capital
New York
$359K +$378K +8,342 New
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$349K +$453 +10 +0.1%
PFSRSONJ
110
Police & Firemen's Retirement System of New Jersey
New Jersey
$339K +$356K +7,867 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$330K +$2.08K +46 +0.6%
Verition Fund Management
112
Verition Fund Management
Connecticut
$314K +$330K +7,291 New
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$307K -$454K -10,026 -58%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$306K +$20.6K +455 +7%
MAM
115
Meeder Asset Management
Ohio
$280K +$235K +5,182 +391%
JIC
116
Johnson Investment Counsel
Ohio
$269K – – –
ECM
117
Everence Capital Management
Indiana
$264K -$19.5K -430 -7%
SC
118
Scotia Capital
Ontario, Canada
$261K +$725 +16 +0.3%
MOACM
119
Mutual of America Capital Management
New York
$248K +$2.54K +56 +1%
IFU
120
iSAM Funds (UK)
United Kingdom
$246K +$259K +5,715 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$243K +$1.86K +41 +0.7%
Allianz Asset Management
122
Allianz Asset Management
Germany
$237K -$95.1K -2,100 -28%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$230K +$241K +5,331 New
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$224K +$235K +5,200 New
HF
125
HRT Financial
New York
$220K +$232K +5,130 New
3 4
5
6 7

NBHC Hedge Fund Activity: Q4 2024 in Review

167 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q4 2024, worth a combined $1.6B — up 0.69% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NBHC positions and 10 closed out — a net gain of 15 holders — while 60 added to existing stakes and 54 trimmed.

The largest buyer was Boston Partners, adding an estimated $8.66M. The largest seller was Wellington Management Group, cutting an estimated $23.4M.

  • 167 institutional investors held National Bank Holdings (NBHC) as of Q4 2024, up from 152 in Q3 2024.
  • Funds reported $1.6B of National Bank Holdings stock for Q4 2024, up 0.69% quarter-over-quarter.
  • 25 funds opened new National Bank Holdings positions in Q4 2024 and 10 closed out, a net change of +15 holders.
  • The largest National Bank Holdings buyer in Q4 2024 was Boston Partners, an estimated $8.66M added.
  • The largest National Bank Holdings seller in Q4 2024 was Wellington Management Group, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2024.