New Mountain Finance
NMFC
109 hedge funds and large institutions have $314M invested in New Mountain Finance in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 9 closing their positions.
40% more call options, than puts
Call options by funds: $222K | Put options by funds: $159K
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
2% more funds holding
Funds holding: 107 → 109 (+2)
1.06% more ownership
Funds ownership: 37.05% → 38.11% (+1.1%)
5% more capital invested
Capital invested by funds: $299M → $314M (+$14.9M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
20% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$23.3M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
+$4.06M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.88M |
| 4 |
D.E. Shaw & Co
New York
|
+$1.58M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aviva
London,
United Kingdom
|
-$9.39M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.95M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.31M |
| 4 |
Morgan Stanley
New York
|
-$2.8M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$2.55M |
NMFC Hedge Fund Activity: Q2 2016 in Review
109 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2016, worth a combined $314M — up 5% from $299M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NMFC positions and 9 closed out — a net gain of 2 holders — while 35 added to existing stakes and 44 trimmed.
The largest buyer was Wells Fargo, adding an estimated $23.3M. The largest seller was Aviva, cutting an estimated $9.39M.
- 109 institutional investors held New Mountain Finance (NMFC) as of Q2 2016, up from 107 in Q1 2016.
- Funds reported $314M of New Mountain Finance stock for Q2 2016, up 5% quarter-over-quarter.
- 11 funds opened new New Mountain Finance positions in Q2 2016 and 9 closed out, a net change of +2 holders.
- The largest New Mountain Finance buyer in Q2 2016 was Wells Fargo, an estimated $23.3M added.
- The largest New Mountain Finance seller in Q2 2016 was Aviva, an estimated $9.39M sold.
Based on aggregated 13F filings for Q2 2016.