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National Bank Holdings

141 hedge funds and large institutions have $1.04B invested in National Bank Holdings in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $653K

68% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 38

1.38% more ownership

Funds ownership: 96.51%97.89% (+1.4%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 142141 (-1)

4% less capital invested

Capital invested by funds: $1.09B → $1.04B (-$43.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
64
Reduced
38
Closed
11
Calls
$3.18M
Puts
$653K
Net Calls
+$2.52M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
126
PEAK6 Investments
Illinois
$33K +$33.1K +952 New
LIA
127
LS Investment Advisors
Michigan
$26K
OAM
128
Oppenheimer Asset Management
New York
$12K
Lazard Asset Management
129
Lazard Asset Management
New York
$12K +$12.8K +367 New
AG
130
Advisor Group
Arizona
$10K +$348 +10 +4%
SWA
131
Sutton Wealth Advisors
Florida
$5.78K
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$4K -$2.88K -83 -41%
Kayne Anderson Rudnick Investment Management
133
Kayne Anderson Rudnick Investment Management
California
$3K
PHK
134
Point72 Hong Kong
Hong Kong
$3K +$3.37K +97 New
QCG
135
Quadrant Capital Group
Ohio
$2K
FRA
136
Front Row Advisors
California
$1K
HGWM
137
Harvest Group Wealth Management
Massachusetts
$1K
PFBT
138
Parkside Financial Bank & Trust
Missouri
$1K
GT
139
Glenmede Trust
Pennsylvania
$4 +$1.5K +43 +48%
Canada Life
140
Canada Life
Manitoba, Canada
-$1.26M -34,871 Closed
Marshall Wace
141
Marshall Wace
United Kingdom
-$616K -16,964 Closed
LCM
142
Laurion Capital Management
New York
-$410K -11,304 Closed
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
-$378K -10,408 Closed
Two Sigma Investments
144
Two Sigma Investments
New York
-$359K -9,887 Closed
EGM
145
Engineers Gate Manager
New York
-$267K -7,362 Closed
AG
146
Aperio Group
California
-$193K -5,312 Closed
MAM
147
Meeder Asset Management
Ohio
-$22K -600 Closed
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
-$18K -490 Closed
PCP
149
Proficio Capital Partners
Massachusetts
-$10K -268 Closed
FIA
150
FNY Investment Advisers
New York
-$4K -131 Closed

NBHC Hedge Fund Activity: Q3 2019 in Review

141 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q3 2019, worth a combined $1.04B — down 4% from $1.09B a quarter earlier.

Fund positioning in NBHC was balanced in Q3 2019: 11 funds opened new positions, 11 closed out, 64 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $12.9M. The largest seller was Boston Partners, cutting an estimated $11.2M.

  • 141 institutional investors held National Bank Holdings (NBHC) as of Q3 2019, down from 142 in Q2 2019.
  • Funds reported $1.04B of National Bank Holdings stock for Q3 2019, down 4% quarter-over-quarter.
  • 11 funds opened new National Bank Holdings positions in Q3 2019 and 11 closed out, a net change of 0 holders.
  • The largest National Bank Holdings buyer in Q3 2019 was BlackRock, an estimated $12.9M added.
  • The largest National Bank Holdings seller in Q3 2019 was Boston Partners, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2019.