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National Bank Holdings

128 hedge funds and large institutions have $830M invested in National Bank Holdings in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% more capital invested

Capital invested by funds: $818M → $830M (+$12.1M)

4% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 48

3% less funds holding

Funds holding: 132128 (-4)

3.23% less ownership

Funds ownership: 98.83%95.6% (-3.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $302K

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
46
Reduced
48
Closed
19
Calls
Puts
$302K
Net Calls
-$302K
Net Calls Change
-$302K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$113M +$112M +3,478,784 +41,096%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$108M +$6.63M +205,870 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.5M +$3.83M +118,787 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$72.6M +$4.37M +135,701 +6%
Renaissance Technologies
5
Renaissance Technologies
New York
$37.2M -$3.46M -107,300 -9%
State Street
6
State Street
Massachusetts
$29.6M +$3.12M +96,979 +12%
BFC
7
Banc Funds Company
Illinois
$26.5M +$35.4K +1,100 +0.1%
Brown Advisory
8
Brown Advisory
Maryland
$23M +$22.8M +707,665 New
FCM
9
FJ Capital Management
Virginia
$21.2M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.4M -$317K -9,854 -2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$19.6M -$715K -22,200 -4%
Boston Partners
12
Boston Partners
Massachusetts
$19.1M +$511K +15,860 +3%
EBIM
13
Eagle Boston Investment Management
Massachusetts
$18.5M +$402K +12,483 +2%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$16.7M -$64.1K -1,990 -0.4%
UBS AM
15
UBS AM
Illinois
$15.5M -$919K -28,548 -6%
Ameriprise
16
Ameriprise
Minnesota
$14.2M +$72.8K +2,260 +0.5%
ACB
17
Aristotle Capital Boston
Massachusetts
$14.1M +$193K +6,007 +1%
Invesco
18
Invesco
Georgia
$10.9M +$7.89M +244,879 +275%
Northern Trust
19
Northern Trust
Illinois
$10.6M +$477K +14,828 +5%
TCIM
20
TIAA CREF Investment Management
New York
$9.21M -$246K -7,634 -3%
HIMCH
21
Hartford Investment Management Co (HIMCO)
Connecticut
$8.89M -$2.76M -85,644 -24%
EC
22
EJF Capital
Virginia
$8.13M -$11.3M -350,000 -58%
SBH
23
Segall Bryant & Hamill
Illinois
$7.84M -$353K -10,970 -4%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$6.88M -$6.66M -206,825 -49%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$6.86M -$387K -12,027 -5%

NBHC Hedge Fund Activity: Q1 2017 in Review

128 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q1 2017, worth a combined $830M — up 1.5% from $818M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NBHC positions and 19 closed out — a net gain of 2 holders — while 46 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $12.4M sold.

  • 128 institutional investors held National Bank Holdings (NBHC) as of Q1 2017, down from 132 in Q4 2016.
  • Funds reported $830M of National Bank Holdings stock for Q1 2017, up 1.5% quarter-over-quarter.
  • 21 funds opened new National Bank Holdings positions in Q1 2017 and 19 closed out, a net change of +2 holders.
  • The largest National Bank Holdings buyer in Q1 2017 was BlackRock, an estimated $112M added.
  • The largest National Bank Holdings seller in Q1 2017 was DePrince Race & Zollo Inc (DRZ), an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2017.