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National Bank Holdings

133 hedge funds and large institutions have $1.11B invested in National Bank Holdings in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

18% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 44

17% more capital invested

Capital invested by funds: $947M → $1.11B (+$159M)

5% more funds holding

Funds holding: 127133 (+6)

0.05% more ownership

Funds ownership: 93.81%93.87% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
52
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$153M +$18.2M +494,832 +14%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$117M -$2.29M -62,111 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M -$1.81M -49,157 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.8M +$2.99K +81 +0%
Renaissance Technologies
5
Renaissance Technologies
New York
$54.9M +$159K +4,300 +0.3%
State Street
6
State Street
Massachusetts
$48M +$7.04M +191,090 +18%
Brown Advisory
7
Brown Advisory
Maryland
$42.5M +$36K +977 +0.1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$36.9M +$4.55M +123,316 +15%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$32.8M +$170K +4,600 +0.5%
ACB
10
Aristotle Capital Boston
Massachusetts
$26.7M -$18.9M -511,381 -42%
FCM
11
FJ Capital Management
Virginia
$25.9M -$140K -3,800 -0.6%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$23.2M +$936K +25,390 +4%
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$18.6M +$10.9M +296,369 +160%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$18.2M -$525K -14,232 -3%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$17.2M -$8.15M -221,101 -33%
Invesco
16
Invesco
Georgia
$16.6M +$4.43M +120,097 +39%
Ameriprise
17
Ameriprise
Minnesota
$16.4M +$308K +8,360 +2%
Millennium Management
18
Millennium Management
New York
$16.3M -$3.64M -98,741 -19%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$15.8M +$4.12M +111,824 +38%
Northern Trust
20
Northern Trust
Illinois
$14.4M +$1.49M +40,520 +12%
UBS AM
21
UBS AM
Illinois
$13.3M -$803K -21,779 -6%
TCIM
22
TIAA CREF Investment Management
New York
$10.8M +$1.85M +50,113 +22%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$10.4M +$864K +23,434 +10%
SBH
24
Segall Bryant & Hamill
Illinois
$10.2M +$10.1K +274 +0.1%
Federated Hermes
25
Federated Hermes
Pennsylvania
$9.94M +$3.71M +100,606 +64%

NBHC Hedge Fund Activity: Q2 2018 in Review

133 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in National Bank Holdings (NBHC) for Q2 2018, worth a combined $1.11B — up 17% from $947M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new NBHC positions and 13 closed out — a net gain of 6 holders — while 52 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $18.2M. The largest seller was Aristotle Capital Boston, cutting an estimated $18.9M.

  • 133 institutional investors held National Bank Holdings (NBHC) as of Q2 2018, up from 127 in Q1 2018.
  • Funds reported $1.11B of National Bank Holdings stock for Q2 2018, up 17% quarter-over-quarter.
  • 19 funds opened new National Bank Holdings positions in Q2 2018 and 13 closed out, a net change of +6 holders.
  • The largest National Bank Holdings buyer in Q2 2018 was BlackRock, an estimated $18.2M added.
  • The largest National Bank Holdings seller in Q2 2018 was Aristotle Capital Boston, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2018.