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New Mountain Finance
NMFC

Overview Fund Activity

107 hedge funds and large institutions have $299M invested in New Mountain Finance in 2016 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
2.86%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
15
Increased
37
Reduced
35
Closed
11
Calls
$45K
Puts
$220K
Net Calls
-$175K
Net Calls Change
+$169K

Top Buyers

1
Aviva
1
Aviva
United Kingdom
$25.2M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.37M
3
WCM
3
Wildcat Capital Management
New York
$2.27M
4
RTS
4
Round Table Services
New Jersey
$14.4M
5
LCP
5
Lombardia Capital Partners
California
$14.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$49.9M
2
CS
2
Credit Suisse
Switzerland
$1.55M
3
Ameriprise
3
Ameriprise
Minnesota
$7.52M
4
UBS Group
4
UBS Group
Switzerland
$9.04M
5
BF
5
BOK Financial
Oklahoma
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
76
CWA Asset Management Group
Florida
$237K -$11K -875 -4%
NL
77
NWAM LLC
Washington
$224K -$4.43K -350 -2%
EB
78
Eastern Bank
Massachusetts
$174K – – –
CG
79
Clinton Group
New York
$174K +$29.1K +2,309 +20%
Capital Fund Management (CFM)
80
Capital Fund Management (CFM)
France
$163K +$163K +12,905 New
IC
81
InterOcean Capital
Illinois
$157K – – –
KCM
82
Kempner Capital Management
Texas
$157K – – –
IA
83
IFP Advisors
Florida
$154K +$141K +10,482 +1,048%
SBIA
84
Sheaff Brock Investment Advisors
Indiana
$128K -$5.82K -461 -4%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$128K +$128K +10,100 New
HPC
86
HM Payson & Co
Maine
$126K +$126K +10,000 New
WRM
87
Westport Resources Management
Connecticut
$108K +$24.8K +1,958 +30%
CPIG
88
Chicago Partners Investment Group
Illinois
$69K – – –
Deutsche Bank
89
Deutsche Bank
Germany
$66K -$468K -37,190 -88%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$57K +$57K +4,500 New
Creative Planning
91
Creative Planning
Kansas
$30K +$25K +2,000 +500%
Bank of America
92
Bank of America
North Carolina
$22K -$41.1K -3,186 -65%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K – – –
MFS
94
MSI Financial Services
Massachusetts
$21K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$18K +$11.3K +884 +168%
GXMC
96
Global X Management Company
New York
$16K – – –
RFA
97
Reilly Financial Advisors
California
$13K -$58.5K -4,500 -82%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$13K -$13K -1,000 -50%
JC
99
JBF Capital
Colorado
$13K – – –
FMP
100
Financial Management Professionals
Texas
$10K – – –
1 2 3
4
5