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NLI Holdings

66 hedge funds and large institutions have $31.7M invested in NLI Holdings in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,190% more call options, than puts

Call options by funds: $129K | Put options by funds: $10K

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

18% more funds holding

Funds holding: 5666 (+10)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0.25% more ownership

Funds ownership: 10.53%10.77% (+0.25%)

16% less capital invested

Capital invested by funds: $37.7M → $31.7M (-$5.96M)

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
19
Reduced
17
Closed
6
Calls
$129K
Puts
$10K
Net Calls
+$119K
Net Calls Change
+$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$4.05K +$5.01K +671 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$3.67K -$2.57K -344 -36%
AAP
53
Arax Advisory Partners
Colorado
$3.36K +$4.16K +557 New
AIP
54
Ameritas Investment Partners
Nebraska
$3.21K
HNB
55
Hilltop National Bank
Wyoming
$2.85K
SAM
56
Smartleaf Asset Management
Massachusetts
$2.17K +$2.73K +366 New
Russell Investments Group
57
Russell Investments Group
United Kingdom
$2.04K
AB
58
Amalgamated Bank
New York
$2K
EWA
59
EverSource Wealth Advisors
Alabama
$1.26K
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$1K +$747 +100 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.26K +169 New
Group One Trading
62
Group One Trading
Illinois
$90 -$2.99K -400 -96%
Osaic Holdings
63
Osaic Holdings
Arizona
$78 -$2.99K -400 -97%
IC
64
Innealta Capital
Texas
$18 +$22 +3 New
HNB
65
Huntington National Bank
Ohio
$6
ASN
66
Advisory Services Network
Georgia
-$168K -22,928 Closed
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
-$129K -17,650 Closed
GCM
68
Gladius Capital Management
Illinois
-$49.1K -6,696 Closed
AIG
69
American International Group
New York
-$30.3K -4,137 Closed
FSWA
70
Financial Synergies Wealth Advisors
Texas
-$997 -136 Closed
AWM
71
Avior Wealth Management
Nebraska
-$7 -1 Closed
C
72
Covestor
United Kingdom
+$343 +46 New

NL Hedge Fund Activity: Q2 2024 in Review

66 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q2 2024, worth a combined $31.7M — down 16% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NL positions and 6 closed out — a net gain of 10 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $573K. The largest seller was Raymond James & Associates, cutting an estimated $566K.

  • 66 institutional investors held NLI Holdings (NL) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $31.7M of NLI Holdings stock for Q2 2024, down 16% quarter-over-quarter.
  • 16 funds opened new NLI Holdings positions in Q2 2024 and 6 closed out, a net change of +10 holders.
  • The largest NLI Holdings buyer in Q2 2024 was Jacobs Levy Equity Management, an estimated $573K added.
  • The largest NLI Holdings seller in Q2 2024 was Raymond James & Associates, an estimated $566K sold.

Based on aggregated 13F filings for Q2 2024.