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National CineMedia

139 hedge funds and large institutions have $901M invested in National CineMedia in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $461K | Put options by funds: $225K

5% more capital invested

Capital invested by funds: $855M → $901M (+$46.3M)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

2% less funds holding

Funds holding: 142139 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
139
Holders Change
-3
Holders Change %
-2.11%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
54
Reduced
52
Closed
16
Calls
$461K
Puts
$225K
Net Calls
+$236K
Net Calls Change
-$894K
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
1
Janus Henderson Investors US
Colorado
$110M +$898K +5,660 +0.8%
ACH
2
ArrowMark Colorado Holdings
Colorado
$78.5M +$8.5M +53,592 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$63M +$1.95M +12,282 +3%
SIMG
4
Stephens Investment Management Group
Texas
$44.4M +$744K +4,686 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$42.3M +$3.8M +23,959 +10%
WIM
6
Weitz Investment Management
Nebraska
$39.2M -$6.92M -43,596 -15%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$32.3M -$1.28M -8,088 -4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$29.6M +$1.58M +9,942 +6%
Ameriprise
9
Ameriprise
Minnesota
$29.4M -$7.81M -49,238 -21%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$27.9M +$1.42M +8,922 +5%
SOMRS
11
State of Michigan Retirement System
Michigan
$27.5M
BIT
12
BlackRock Institutional Trust
California
$24.9M -$1.56M -9,859 -6%
BFA
13
BlackRock Fund Advisors
California
$22.6M -$1.57M -9,925 -7%
RRAM
14
River Road Asset Management
Kentucky
$20.2M -$1.2M -7,552 -6%
State Street
15
State Street
Massachusetts
$18.9M -$368K -2,316 -2%
TSW
16
Thompson Siegel & Walmsley
Virginia
$18.6M -$5.28M -33,255 -22%
Wells Fargo
17
Wells Fargo
California
$14.3M +$2.47M +15,590 +21%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$13.9M -$37.3K -235 -0.3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.9M +$430K +2,710 +4%
CPIM
20
Columbia Partners Investment Management
Virginia
$11.2M +$549K +3,461 +5%
Northern Trust
21
Northern Trust
Illinois
$10.6M +$163K +1,026 +2%
Norges Bank
22
Norges Bank
Norway
$9.44M
GAM
23
Gotham Asset Management
New York
$9.31M +$8.83M +55,644 +2,078%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$9.16M -$1.1M -6,906 -11%
ClearBridge Investments
25
ClearBridge Investments
New York
$8.23M +$3.79M +23,871 +86%

NCMI Hedge Fund Activity: Q2 2015 in Review

139 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in National CineMedia (NCMI) for Q2 2015, worth a combined $901M — up 5.4% from $855M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NCMI and 13 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 54 added.

The largest buyer was Gotham Asset Management, adding an estimated $8.83M. The largest seller was OppenheimerFunds, cutting an estimated $8.34M.

  • 139 institutional investors held National CineMedia (NCMI) as of Q2 2015, down from 142 in Q1 2015.
  • Funds reported $901M of National CineMedia stock for Q2 2015, up 5.4% quarter-over-quarter.
  • 13 funds opened new National CineMedia positions in Q2 2015 and 16 closed out, a net change of -3 holders.
  • The largest National CineMedia buyer in Q2 2015 was Gotham Asset Management, an estimated $8.83M added.
  • The largest National CineMedia seller in Q2 2015 was OppenheimerFunds, an estimated $8.34M sold.

Based on aggregated 13F filings for Q2 2015.