We are live on ! Find out more
NMFC icon

New Mountain Finance

169 hedge funds and large institutions have $424M invested in New Mountain Finance in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,923% more call options, than puts

Call options by funds: $1.1M | Put options by funds: $22K

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

3% more funds holding

Funds holding: 164169 (+5)

0.66% less ownership

Funds ownership: 33.9%33.24% (-0.66%)

4% less capital invested

Capital invested by funds: $440M → $424M (-$16.3M)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
169
Holders Change
+5
Holders Change %
+3.05%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
26
Increased
46
Reduced
55
Closed
18
Calls
$1.1M
Puts
$22K
Net Calls
+$1.08M
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Condor Capital Management
New Jersey
$3.77M -$409K -33,477 -10%
AAM
27
Advisors Asset Management
Colorado
$3.13M -$106K -8,693 -3%
MFG
28
Merit Financial Group
Georgia
$3.12M +$15.2K +1,249 +0.5%
Millennium Management
29
Millennium Management
New York
$3.08M -$2.44M -199,910 -44%
Wells Fargo
30
Wells Fargo
California
$2.74M -$67.2K -5,503 -2%
Franklin Resources
31
Franklin Resources
California
$2.61M +$2.73M +223,891 New
SSA
32
Schonfeld Strategic Advisors
New York
$2.6M +$2.23M +182,490 +534%
Ameriprise
33
Ameriprise
Minnesota
$2.41M +$29.1K +2,384 +1%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$2.32M +$830K +67,990 +54%
LPL Financial
35
LPL Financial
California
$2.3M -$319K -26,166 -12%
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$2.29M -$31.3K -2,567 -1%
GA
37
GraniteShares Advisors
New York
$2.15M +$356K +29,183 +19%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$2.02M -$75.2K -6,156 -4%
FNT
39
First National Trust
Pennsylvania
$1.92M +$982K +80,451 +101%
RA
40
Rockingstone Advisors
Massachusetts
$1.89M -$123K -10,115 -6%
MCCA
41
Mill Creek Capital Advisors
Pennsylvania
$1.79M
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.71M +$155K +12,736 +10%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.69M -$197K -16,156 -10%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.67M -$19.4K -1,588 -1%
MPPLM
45
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.6M +$121K +9,886 +8%
DA
46
Denali Advisors
California
$1.59M +$1.62M +132,764 New
OFA
47
Oak Family Advisors
Illinois
$1.57M -$233K -19,104 -13%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.46M
Citadel Advisors
49
Citadel Advisors
Florida
$1.41M -$355K -29,106 -20%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.29M +$41.2K +3,375 +3%

NMFC Hedge Fund Activity: Q3 2024 in Review

169 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q3 2024, worth a combined $424M — down 3.7% from $440M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NMFC positions and 18 closed out — a net gain of 8 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Ares Management, opening a new position worth an estimated $6M. The largest seller was Morgan Stanley, cutting an estimated $6.16M.

  • 169 institutional investors held New Mountain Finance (NMFC) as of Q3 2024, up from 164 in Q2 2024.
  • Funds reported $424M of New Mountain Finance stock for Q3 2024, down 3.7% quarter-over-quarter.
  • 26 funds opened new New Mountain Finance positions in Q3 2024 and 18 closed out, a net change of +8 holders.
  • The largest New Mountain Finance buyer in Q3 2024 was Ares Management, an estimated $6M added.
  • The largest New Mountain Finance seller in Q3 2024 was Morgan Stanley, an estimated $6.16M sold.

Based on aggregated 13F filings for Q3 2024.