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National Bank Holdings

107 hedge funds and large institutions have $593M invested in National Bank Holdings in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

4% more funds holding

Funds holding: 103107 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.13% less ownership

Funds ownership: 100.73%100.6% (-0.13%)

1% less capital invested

Capital invested by funds: $597M → $593M (-$4.52M)

3% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 39

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
38
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$65M -$612K -30,048 -0.9%
EM
2
Elliott Management
New York
$48.9M -$8.15M -400,000 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.1M -$4.08M -200,369 -9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.3M +$4.66M +228,852 +15%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$31M -$2.09M -102,765 -6%
FHC
6
Forest Hill Capital
Arkansas
$26.4M -$4.33M -212,478 -14%
EC
7
EJF Capital
Virginia
$24M +$24.1M +1,180,573 New
JP Morgan Chase
8
JP Morgan Chase
New York
$21.3M +$7.94M +389,671 +59%
Renaissance Technologies
9
Renaissance Technologies
New York
$21.3M +$3.57M +175,000 +20%
KCM
10
Kennedy Capital Management
Missouri
$18.2M +$3.92M +192,454 +27%
EA
11
Emerald Acquisition
Washington
$16.8M +$16.8M +825,376 New
BIT
12
BlackRock Institutional Trust
California
$16.2M -$3.06M -150,220 -16%
Boston Partners
13
Boston Partners
Massachusetts
$15.5M +$252K +12,383 +2%
FCM
14
FJ Capital Management
Virginia
$13.3M +$204K +10,000 +2%
BFC
15
Banc Funds Company
Illinois
$13M
State Street
16
State Street
Massachusetts
$12.7M -$1.4M -68,674 -10%
BFA
17
BlackRock Fund Advisors
California
$12.6M -$1.48M -72,859 -11%
UBS AM
18
UBS AM
Illinois
$11.3M +$3.97M +194,893 +54%
EBIM
19
Eagle Boston Investment Management
Massachusetts
$11.2M +$294K +14,409 +3%
Ameriprise
20
Ameriprise
Minnesota
$11M +$1.61M +79,093 +17%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$10.8M -$249K -12,235 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$9.16M +$67K +3,286 +0.7%
ACB
23
Aristotle Capital Boston
Massachusetts
$7.45M +$272K +13,338 +4%
Northern Trust
24
Northern Trust
Illinois
$6.97M -$258K -12,653 -4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.4M -$42.4K -2,079 -0.7%

NBHC Hedge Fund Activity: Q2 2016 in Review

107 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q2 2016, worth a combined $593M — down 0.76% from $597M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NBHC positions and 11 closed out — a net gain of 5 holders — while 38 added to existing stakes and 39 trimmed.

The largest buyer was EJF Capital, opening a new position worth an estimated $24.1M. The largest seller was Wells Fargo, cutting an estimated $11.4M.

  • 107 institutional investors held National Bank Holdings (NBHC) as of Q2 2016, up from 103 in Q1 2016.
  • Funds reported $593M of National Bank Holdings stock for Q2 2016, down 0.76% quarter-over-quarter.
  • 16 funds opened new National Bank Holdings positions in Q2 2016 and 11 closed out, a net change of +5 holders.
  • The largest National Bank Holdings buyer in Q2 2016 was EJF Capital, an estimated $24.1M added.
  • The largest National Bank Holdings seller in Q2 2016 was Wells Fargo, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2016.