We are live on ! Find out more
NMFC icon

New Mountain Finance
NMFC

85 hedge funds and large institutions have $262M invested in New Mountain Finance in 2013 Q2 according to their latest regulatory filings, with 85 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $908K | Put options by funds: $341K

59.22% more ownership

Funds ownership: 0% → 59.22% (+59%)

Holders
85
Holders Change
+85
Holders Change %
–
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
85
Increased
–
Reduced
–
Closed
–
Calls
$908K
Puts
$341K
Net Calls
+$567K
Net Calls Change
+$567K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$35.9M +$37.5M +2,537,229 New
SBK
2
Steven B. Klinsky
$34.7M +$36.2M +2,449,219 New
Goldman Sachs
3
Goldman Sachs
New York
$17.3M +$18M +1,218,555 New
Neuberger Berman Group
4
Neuberger Berman Group
New York
$14.4M +$15.1M +1,019,274 New
AAM
5
Advisors Asset Management
Colorado
$12.3M +$12.8M +865,273 New
BFA
6
BlackRock Fund Advisors
California
$11.4M +$11.9M +802,676 New
ACM
7
Ashford Capital Management
Delaware
$9.8M +$10.2M +692,470 New
KCM
8
Kennedy Capital Management
Missouri
$9.08M +$9.49M +641,413 New
CS
9
Credit Suisse
Switzerland
$8.13M +$8.49M +573,869 New
PCM
10
Palisade Capital Management
New Jersey
$7.95M +$8.3M +561,370 New
CIM
11
Confluence Investment Management
Missouri
$7.16M +$7.48M +505,565 New
State Street
12
State Street
Massachusetts
$7.09M +$7.41M +500,909 New
U
13
UBS
Switzerland
$6.81M +$7.11M +480,621 New
BIT
14
BlackRock Institutional Trust
California
$5.75M +$6.01M +406,038 New
WFI
15
West Family Investments
California
$4.81M +$5.03M +339,800 New
Northern Trust
16
Northern Trust
Illinois
$4.55M +$4.75M +321,276 New
YMRC
17
Yorktown Management & Research Company
Virginia
$4.49M +$4.69M +317,000 New
Wells Fargo
18
Wells Fargo
California
$4.31M +$4.5M +304,193 New
Vanguard Group
19
Vanguard Group
Pennsylvania
$4.11M +$4.29M +290,181 New
Morgan Stanley
20
Morgan Stanley
New York
$3.98M +$4.15M +280,901 New
RTS
21
Round Table Services
New Jersey
$3.93M +$4.11M +277,748 New
PI
22
Putnam Investments
Massachusetts
$3.83M +$4M +270,664 New
WJA
23
Williams Jones & Associates
New York
$3.57M +$3.73M +252,000 New
Invesco
24
Invesco
Georgia
$3M +$3.14M +212,021 New
DCM
25
Dialectic Capital Management
Connecticut
$2.48M +$2.59M +175,000 New
1
2 3 4

NMFC Hedge Fund Activity: Q2 2013 in Review

85 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q2 2013, worth a combined $262M.

Buyers outnumbered sellers: 85 funds opened new NMFC positions and 0 closed out — a net gain of 85 holders — while 0 added to existing stakes and 0 trimmed.

  • 85 institutional investors held New Mountain Finance (NMFC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $262M of New Mountain Finance stock for Q2 2013.
  • 85 funds opened new New Mountain Finance positions in Q2 2013 and 0 closed out, a net change of +85 holders.

Based on aggregated 13F filings for Q2 2013.