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Nicolet Bankshares

120 hedge funds and large institutions have $490M invested in Nicolet Bankshares in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $100K | Put options by funds: $58K

0.4% more ownership

Funds ownership: 45.04%45.44% (+0.4%)

2% less capital invested

Capital invested by funds: $499M → $490M (-$9.18M)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

2% less funds holding

Funds holding: 123120 (-3)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
40
Reduced
43
Closed
10
Calls
$100K
Puts
$58K
Net Calls
+$42K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
101
Caldwell Sutter Capital
California
$59.8K -$32.7K -409 -36%
JFGIW
102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K -$417K -5,215 -88%
WAS
103
Winch Advisory Services
Wisconsin
$42K +$160 +2 +0.4%
AB
104
Amalgamated Bank
New York
$38K +$2.24K +28 +6%
QCG
105
Quadrant Capital Group
Ohio
$29.4K
A
106
AlphaQuest
New York
$25.3K -$79K -988 -76%
PA
107
Parallel Advisors
California
$19.5K
US Bancorp
108
US Bancorp
Minnesota
$17.9K
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$16.6K
AAP
110
Arax Advisory Partners
Colorado
$13.1K +$12.6K +158 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$8.72K
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.31K +$3.2K +40 +111%
IWP
113
IAG Wealth Partners
Wisconsin
$5.56K -$5.36K -67 -50%
SAM
114
Smartleaf Asset Management
Massachusetts
$1.13K +$1.12K +14 New
IA
115
IFP Advisors
Florida
$913
S
116
SignatureFD
Georgia
$498
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$332 +$320 +4 New
AF
118
Allworth Financial
California
$195 -$1.68K -21 -91%
GI
119
GAMMA Investing
California
$166 +$160 +2 New
ZIM
120
Zacks Investment Management
Illinois
-$2.31M -26,882 Closed
AIG
121
American International Group
New York
-$556K -6,466 Closed
NYLIM
122
New York Life Investment Management
New York
-$370K -4,299 Closed
CC
123
Courier Capital
New York
-$345K -4,017 Closed
JF
124
Jump Financial
Illinois
-$210K -2,440 Closed
ProShare Advisors
125
ProShare Advisors
Maryland
-$203K -2,357 Closed

NIC Hedge Fund Activity: Q2 2024 in Review

120 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nicolet Bankshares (NIC) for Q2 2024, worth a combined $490M — down 1.8% from $499M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NIC and 9 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 40 added.

The largest buyer was Janus Henderson Group, adding an estimated $5.71M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $2.31M sold.

  • 120 institutional investors held Nicolet Bankshares (NIC) as of Q2 2024, down from 123 in Q1 2024.
  • Funds reported $490M of Nicolet Bankshares stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 9 funds opened new Nicolet Bankshares positions in Q2 2024 and 10 closed out, a net change of -1 holder.
  • The largest Nicolet Bankshares buyer in Q2 2024 was Janus Henderson Group, an estimated $5.71M added.
  • The largest Nicolet Bankshares seller in Q2 2024 was Zacks Investment Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2024.