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National CineMedia

142 hedge funds and large institutions have $855M invested in National CineMedia in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

642% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $176K

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 140142 (+2)

3% more capital invested

Capital invested by funds: $828M → $855M (+$26.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
Holders Change
+2
Holders Change %
+1.43%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
57
Reduced
48
Closed
18
Calls
$1.31M
Puts
$176K
Net Calls
+$1.13M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$104M +$381K +2,556 +0.4%
ACH
2
ArrowMark Colorado Holdings
Colorado
$66.1M +$3.63M +24,328 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$57.7M +$2.92M +19,581 +5%
WIM
4
Weitz Investment Management
Nebraska
$43.7M
SIMG
5
Stephens Investment Management Group
Texas
$41.3M -$3.79M -25,438 -9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$36.4M -$1.62M -10,868 -4%
Ameriprise
7
Ameriprise
Minnesota
$35.3M -$2.07M -13,892 -6%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$31.8M +$2.24M +15,013 +8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$26.5M +$9.48M +63,614 +57%
SOMRS
10
State of Michigan Retirement System
Michigan
$26M +$820K +5,500 +3%
BIT
11
BlackRock Institutional Trust
California
$25.1M +$172K +1,151 +0.7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$25.1M +$1.67M +11,177 +7%
BFA
13
BlackRock Fund Advisors
California
$22.9M +$92K +617 +0.4%
TSW
14
Thompson Siegel & Walmsley
Virginia
$22.6M +$2.58M +17,331 +13%
RRAM
15
River Road Asset Management
Kentucky
$20.3M -$1.07M -7,188 -5%
State Street
16
State Street
Massachusetts
$18.2M +$89.6K +601 +0.5%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$13.2M -$161K -1,078 -1%
Wells Fargo
18
Wells Fargo
California
$11.2M +$9.57M +64,231 +663%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$10.8M +$446K +2,994 +4%
CPIM
20
Columbia Partners Investment Management
Virginia
$10.1M -$1.16M -7,783 -10%
Northern Trust
21
Northern Trust
Illinois
$9.92M -$20.3K -136 -0.2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$9.71M +$9.59M +64,319 New
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$9.14M +$4.9M +32,902 +119%
O
24
OppenheimerFunds
New York
$9.13M -$952K -6,387 -10%
Norges Bank
25
Norges Bank
Norway
$8.93M -$412K -2,764 -4%

NCMI Hedge Fund Activity: Q1 2015 in Review

142 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in National CineMedia (NCMI) for Q1 2015, worth a combined $855M — up 3.2% from $828M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NCMI positions and 18 closed out — a net gain of 3 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $9.59M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $16.6M sold.

  • 142 institutional investors held National CineMedia (NCMI) as of Q1 2015, up from 140 in Q4 2014.
  • Funds reported $855M of National CineMedia stock for Q1 2015, up 3.2% quarter-over-quarter.
  • 21 funds opened new National CineMedia positions in Q1 2015 and 18 closed out, a net change of +3 holders.
  • The largest National CineMedia buyer in Q1 2015 was Bank of Montreal, an estimated $9.59M added.
  • The largest National CineMedia seller in Q1 2015 was Hamlin Capital Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2015.