New Mountain Finance
NMFC
104 hedge funds and large institutions have $348M invested in New Mountain Finance in 2015 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 15 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 26
13% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 15
2% more funds holding
Funds holding: 102 → 104 (+2)
0.53% more ownership
Funds ownership: 41.27% → 41.8% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $354M → $348M (-$5.85M)
84% less call options, than puts
Call options by funds: $66K | Put options by funds: $410K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.94M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.74M |
| 3 |
Millennium Management
New York
|
+$3.72M |
| 4 |
Morgan Stanley
New York
|
+$3.26M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.61M |
| 2 |
Neuberger Berman Group
New York
|
-$5.57M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.09M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.96M |
| 5 |
Goldman Sachs
New York
|
-$2.15M |
NMFC Hedge Fund Activity: Q4 2015 in Review
104 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q4 2015, worth a combined $348M — down 1.7% from $354M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NMFC positions and 15 closed out — a net gain of 2 holders — while 45 added to existing stakes and 26 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $5.94M. The largest seller was Wells Fargo, cutting an estimated $7.61M.
- 104 institutional investors held New Mountain Finance (NMFC) as of Q4 2015, up from 102 in Q3 2015.
- Funds reported $348M of New Mountain Finance stock for Q4 2015, down 1.7% quarter-over-quarter.
- 17 funds opened new New Mountain Finance positions in Q4 2015 and 15 closed out, a net change of +2 holders.
- The largest New Mountain Finance buyer in Q4 2015 was Royal Bank of Canada, an estimated $5.94M added.
- The largest New Mountain Finance seller in Q4 2015 was Wells Fargo, an estimated $7.61M sold.
Based on aggregated 13F filings for Q4 2015.