Nicolet Bankshares
74 hedge funds and large institutions have $183M invested in Nicolet Bankshares in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
17% more funds holding
Funds holding: 63 → 74 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.03% less ownership
Funds ownership: 35.1% → 34.07% (-1%)
8% less capital invested
Capital invested by funds: $200M → $183M (-$16.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
+$1.61M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.56M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.43M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.03M |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.8M |
| 2 |
SI
SII Investments
Appleton,
Wisconsin
|
-$5.74M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.13M |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.5M |
| 5 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$625K |
NIC Hedge Fund Activity: Q4 2017 in Review
74 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q4 2017, worth a combined $183M — down 8.5% from $200M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NIC positions and 4 closed out — a net gain of 11 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Bowling Portfolio Management, opening a new position worth an estimated $1.61M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $6.8M.
- 74 institutional investors held Nicolet Bankshares (NIC) as of Q4 2017, up from 63 in Q3 2017.
- Funds reported $183M of Nicolet Bankshares stock for Q4 2017, down 8.5% quarter-over-quarter.
- 15 funds opened new Nicolet Bankshares positions in Q4 2017 and 4 closed out, a net change of +11 holders.
- The largest Nicolet Bankshares buyer in Q4 2017 was Bowling Portfolio Management, an estimated $1.61M added.
- The largest Nicolet Bankshares seller in Q4 2017 was Manulife (Manufacturers Life Insurance), an estimated $6.8M sold.
Based on aggregated 13F filings for Q4 2017.