Nicolet Bankshares
97 hedge funds and large institutions have $333M invested in Nicolet Bankshares in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
31% more capital invested
Capital invested by funds: $255M → $333M (+$78.2M)
9% more funds holding
Funds holding: 89 → 97 (+8)
2.07% more ownership
Funds ownership: 38.13% → 40.19% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$6.24M |
| 2 |
BlackRock
New York
|
+$4.44M |
| 3 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
+$2.7M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$986K |
| 5 |
State Street
Boston,
Massachusetts
|
+$898K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$2.61M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.5M |
| 3 |
CT
Caldwell Trust
Venice,
Florida
|
-$1.21M |
| 4 |
Morgan Stanley
New York
|
-$843K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$729K |
NIC Hedge Fund Activity: Q1 2021 in Review
97 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q1 2021, worth a combined $333M — up 31% from $255M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NIC positions and 6 closed out — a net gain of 9 holders — while 30 added to existing stakes and 33 trimmed.
The largest buyer was Maltese Capital Management, adding an estimated $6.24M. The largest seller was Nicolet Bankshares, cutting an estimated $2.61M.
- 97 institutional investors held Nicolet Bankshares (NIC) as of Q1 2021, up from 89 in Q4 2020.
- Funds reported $333M of Nicolet Bankshares stock for Q1 2021, up 31% quarter-over-quarter.
- 15 funds opened new Nicolet Bankshares positions in Q1 2021 and 6 closed out, a net change of +9 holders.
- The largest Nicolet Bankshares buyer in Q1 2021 was Maltese Capital Management, an estimated $6.24M added.
- The largest Nicolet Bankshares seller in Q1 2021 was Nicolet Bankshares, an estimated $2.61M sold.
Based on aggregated 13F filings for Q1 2021.