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New Mountain Finance
NMFC

134 hedge funds and large institutions have $379M invested in New Mountain Finance in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 133 → 134 (+1)

4% less capital invested

Capital invested by funds: $393M → $379M (-$13.8M)

2.16% less ownership

Funds ownership: 39.39% → 37.23% (-2.2%)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

69% less call options, than puts

Call options by funds: $277K | Put options by funds: $906K

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
18
Increased
33
Reduced
48
Closed
17
Calls
$277K
Puts
$906K
Net Calls
-$629K
Net Calls Change
-$173K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$8.43M
2
RTS
Round Table Services
New Jersey
+$2.64M
3
UBS Group
UBS Group
Switzerland
+$2.33M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.7M
5
AM
Ares Management
California
+$1.46M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$12.8M
2
MC
Muzinich & Co
New York
-$7.75M
3
LSV Asset Management
LSV Asset Management
Illinois
-$6.31M
4
Millennium Management
Millennium Management
New York
-$3.32M
5
CS
Credit Suisse
Switzerland
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
26
West Family Investments
California
$3.75M – – –
SMDAM
27
Sumitomo Mitsui DS Asset Management
Japan
$3.56M -$1.13M -82,970 -24%
MCM
28
McKinley Capital Management
Alaska
$3.5M +$90.6K +6,680 +3%
POIA
29
Pin Oak Investment Advisors
Texas
$3.48M -$44.2K -3,260 -1%
Invesco
30
Invesco
Georgia
$3.19M -$926K -68,213 -23%
KCM
31
Kennedy Capital Management
Missouri
$3.08M -$213K -15,661 -6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.59M -$53.8K -3,968 -2%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.02M +$1.7M +125,500 +538%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.92M -$531K -39,114 -22%
Norges Bank
35
Norges Bank
Norway
$1.63M – – –
SFI
36
Susquehanna Fundamental Investments
Pennsylvania
$1.61M +$122K +8,980 +8%
SPC
37
Sigma Planning Corp
Michigan
$1.37M +$11K +807 +0.8%
MWNA
38
Marshall Wace North America
New York
$1.34M -$142K -10,462 -10%
PAWC
39
P.A.W. Capital
Connecticut
$1.29M -$67.8K -5,000 -5%
AIM
40
Assured Investment Management
New York
$1.18M +$478K +35,239 +68%
AG
41
Advisor Group
Arizona
$1.18M -$32.5K -2,393 -3%
MCM
42
Monument Capital Management
Virginia
$1.17M -$126K -9,316 -10%
Ameriprise
43
Ameriprise
Minnesota
$1.15M +$60.4K +4,452 +6%
AIMCA
44
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.02M – – –
Macquarie Group
45
Macquarie Group
Australia
$978K -$32.7K -2,411 -3%
AWM
46
Altium Wealth Management
New York
$975K +$973K +71,692 New
BI
47
Bramshill Investments
Florida
$901K -$36.4K -2,680 -4%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$852K +$848K +62,500 New
RJA
49
Raymond James & Associates
Florida
$831K +$14.4K +1,062 +2%
Millennium Management
50
Millennium Management
New York
$777K -$3.32M -244,577 -81%
1
2
3 4 5

NMFC Hedge Fund Activity: Q2 2018 in Review

134 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2018, worth a combined $379M — down 3.5% from $393M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMFC positions and 17 closed out — a net gain of 1 holder — while 33 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $8.43M. The largest seller was Wells Fargo, cutting an estimated $12.8M.

  • 134 institutional investors held New Mountain Finance (NMFC) as of Q2 2018, up from 133 in Q1 2018.
  • Funds reported $379M of New Mountain Finance stock for Q2 2018, down 3.5% quarter-over-quarter.
  • 18 funds opened new New Mountain Finance positions in Q2 2018 and 17 closed out, a net change of +1 holder.
  • The largest New Mountain Finance buyer in Q2 2018 was JP Morgan Chase, an estimated $8.43M added.
  • The largest New Mountain Finance seller in Q2 2018 was Wells Fargo, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2018.