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NI Holdings
NODK

50 hedge funds and large institutions have $58.9M invested in NI Holdings in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

4% more funds holding

Funds holding: 48 → 50 (+2)

2% more capital invested

Capital invested by funds: $57.7M → $58.9M (+$1.27M)

0.57% more ownership

Funds ownership: 21.48% → 22.05% (+0.57%)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
22
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NM
Newtyn Management
New York
+$777K
2
Morgan Stanley
Morgan Stanley
New York
+$488K
3
MI
M3F Inc
Utah
+$479K
4
BlackRock
BlackRock
New York
+$460K
5
AAMC
Asset Allocation & Management Company
Illinois
+$276K

Top Sellers

Rank Fund Capital Flow
1
AC
AWH Capital
Texas
-$824K
2
JCP
Jennifer C. Price
-$817K
3
JGC
J. Goldman & Co
New York
-$735K
4
TG
TCW Group
California
-$227K
5
Citadel Advisors
Citadel Advisors
Florida
-$19.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
APCM
26
Arbiter Partners Capital Management
New York
$265K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$243K -$19.5K -1,524 -8%
Creative Planning
28
Creative Planning
Kansas
$176K – – –
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$171K -$1.6K -125 -0.9%
US Bancorp
30
US Bancorp
Minnesota
$156K – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$139K +$68.8K +5,385 +101%
UBS Group
32
UBS Group
Switzerland
$118K +$57.5K +4,505 +99%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$80.8K – – –
AIG
34
American International Group
New York
$53.3K -$204 -16 -0.4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$40K +$13.6K +1,065 +53%
Wells Fargo
36
Wells Fargo
California
$32.9K +$4.89K +383 +18%
SOW
37
State of Wyoming
Wyoming
$32.3K +$945 +74 +3%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$32.1K -$14.1K -1,107 -31%
Citigroup
39
Citigroup
New York
$24.7K +$14.6K +1,140 +150%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$17.7K -$5.91K -463 -25%
AIP
41
Ameritas Investment Partners
Nebraska
$11.7K – – –
AB
42
Amalgamated Bank
New York
$10K -$1.14K -89 -10%
TRCT
43
Tower Research Capital (TRC)
New York
$9.68K -$13.7K -1,071 -59%
Legal & General Group
44
Legal & General Group
United Kingdom
$8.88K – – –
IGWM
45
ICA Group Wealth Management
Colorado
$6.5K +$6.38K +500 New
CAL
46
Capital Advisors Ltd
Ohio
$5K -$10.1K -788 -68%
NA
47
NewEdge Advisors
Louisiana
$3.25K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.38K +$1.38K +108 +144%
Osaic Holdings
49
Osaic Holdings
Arizona
$649 +$638 +50 New
Russell Investments Group
50
Russell Investments Group
United Kingdom
$624 – – –
1
2
3

NODK Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in NI Holdings (NODK) for Q4 2023, worth a combined $58.9M — up 2.2% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NODK positions and 1 closed out — a net gain of 2 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Newtyn Management, adding an estimated $777K. The largest seller was AWH Capital, cutting an estimated $824K.

  • 50 institutional investors held NI Holdings (NODK) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $58.9M of NI Holdings stock for Q4 2023, up 2.2% quarter-over-quarter.
  • 3 funds opened new NI Holdings positions in Q4 2023 and 1 closed out, a net change of +2 holders.
  • The largest NI Holdings buyer in Q4 2023 was Newtyn Management, an estimated $777K added.
  • The largest NI Holdings seller in Q4 2023 was AWH Capital, an estimated $824K sold.

Based on aggregated 13F filings for Q4 2023.