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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$8.66M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$8.6M |
| 3 |
JP Morgan Chase
New York
|
+$6.42M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.35M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$23.4M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$10.5M |
| 3 |
Goldman Sachs
New York
|
-$8.13M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$6.7M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$547 | -13 | Closed |
|
|
MFG
177
Mendota Financial Group
Madison,
Wisconsin
| – | -$85 | -2 | Closed |
|
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.