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NLI Holdings
NL

56 hedge funds and large institutions have $37.7M invested in NLI Holdings in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $29.6M → $37.7M (+$8.11M)

6% more funds holding

Funds holding: 53 → 56 (+3)

0.27% less ownership

Funds ownership: 10.79% → 10.53% (-0.27%)

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $2.09M

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
24
Closed
3
Calls
$2K
Puts
$2.09M
Net Calls
-$2.09M
Net Calls Change
+$499K

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$129K
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$107K
3
HBCM
Heron Bay Capital Management
Michigan
+$82K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$75.9K
5
BCM
Bridgeway Capital Management
Texas
+$58.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$359K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$205K
3
Northern Trust
Northern Trust
Illinois
-$189K
4
BlackRock
BlackRock
New York
-$154K
5
Goldman Sachs
Goldman Sachs
New York
-$124K

NL Hedge Fund Activity: Q1 2024 in Review

56 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in NLI Holdings (NL) for Q1 2024, worth a combined $37.7M — up 27% from $29.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NL positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 24 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $129K. The largest seller was Morgan Stanley, cutting an estimated $359K.

  • 56 institutional investors held NLI Holdings (NL) as of Q1 2024, up from 53 in Q4 2023.
  • Funds reported $37.7M of NLI Holdings stock for Q1 2024, up 27% quarter-over-quarter.
  • 6 funds opened new NLI Holdings positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest NLI Holdings buyer in Q1 2024 was Advisory Services Network, an estimated $129K added.
  • The largest NLI Holdings seller in Q1 2024 was Morgan Stanley, an estimated $359K sold.

Based on aggregated 13F filings for Q1 2024.