New Mountain Finance
NMFC
169 hedge funds and large institutions have $392M invested in New Mountain Finance in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 25 closing their positions.
390% more call options, than puts
Call options by funds: $686K | Put options by funds: $140K
12% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 25
10% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 50
0% more funds holding
Funds holding: 169 → 169 (0)
0.7% less ownership
Funds ownership: 32.93% → 32.22% (-0.7%)
8% less capital invested
Capital invested by funds: $424M → $392M (-$32.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10.8M |
| 2 |
Millennium Management
New York
|
+$3.03M |
| 3 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
+$2.18M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$1.6M |
| 5 |
DWT
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$8.37M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$5.48M |
| 3 |
Morgan Stanley
New York
|
-$4M |
| 4 |
LC
Lindbrook Capital
Calabasas,
California
|
-$3.74M |
| 5 |
TP
Tranquility Partners
Brentwood,
Tennessee
|
-$3.55M |
NMFC Hedge Fund Activity: Q4 2024 in Review
169 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in New Mountain Finance (NMFC) for Q4 2024, worth a combined $392M — down 7.7% from $424M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new NMFC positions and 25 closed out — a net gain of 3 holders — while 55 added to existing stakes and 50 trimmed.
The largest buyer was Invesco, adding an estimated $10.8M. The largest seller was HighTower Advisors, cutting an estimated $8.37M.
- 169 institutional investors held New Mountain Finance (NMFC) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $392M of New Mountain Finance stock for Q4 2024, down 7.7% quarter-over-quarter.
- 28 funds opened new New Mountain Finance positions in Q4 2024 and 25 closed out, a net change of +3 holders.
- The largest New Mountain Finance buyer in Q4 2024 was Invesco, an estimated $10.8M added.
- The largest New Mountain Finance seller in Q4 2024 was HighTower Advisors, an estimated $8.37M sold.
Based on aggregated 13F filings for Q4 2024.