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NPBC

NATL PENN BANCSHARES INC
NPBC

Delisted

NPBC was delisted on the 1st of April, 2016.

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162 hedge funds and large institutions have $1.14B invested in NATL PENN BANCSHARES INC in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $1.04B → $1.14B (+$92.1M)

3% more funds holding

Funds holding: 157 → 162 (+5)

Holders
162
Holders Change
+5
Holders Change %
+3.18%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
70
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$11.6M
2
BFA
BlackRock Fund Advisors
California
+$10.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.21M
4
Morgan Stanley
Morgan Stanley
New York
+$4.99M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35M
2
SCM
Stevens Capital Management
Pennsylvania
-$6.84M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.26M
4
LI
LMCG Investments
Massachusetts
-$2.45M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1
Warburg Pincus
New York
$199M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$87.6M +$2.24M +222,151 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$85.1M -$35M -3,464,932 -30%
BFA
4
BlackRock Fund Advisors
California
$73.4M +$10.9M +1,082,749 +18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.6M +$6.21M +614,753 +11%
State Street
6
State Street
Massachusetts
$55.3M +$1.53M +151,815 +3%
Allianz Asset Management
7
Allianz Asset Management
Germany
$41.8M +$1.87M +184,800 +5%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$35.4M -$3.26M -323,271 -9%
BIT
9
BlackRock Institutional Trust
California
$32.5M +$624K +61,792 +2%
Pzena Investment Management
10
Pzena Investment Management
New York
$29.4M -$1.84M -181,700 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$25.1M +$4.05M +400,808 +20%
Northern Trust
12
Northern Trust
Illinois
$25.1M +$167K +16,544 +0.7%
NRECA
13
National Rural Electric Cooperative Association
Virginia
$24.7M +$1.11M +110,000 +5%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$21.9M +$595K +58,885 +3%
LI
15
LMCG Investments
Massachusetts
$20.8M -$2.45M -242,214 -11%
Principal Financial Group
16
Principal Financial Group
Iowa
$19.8M +$11.6M +1,147,747 +157%
Norges Bank
17
Norges Bank
Norway
$17.3M +$2.96M +293,000 +22%
TA
18
Teachers Advisors
New York
$14.8M +$1.2M +119,069 +9%
Citadel Advisors
19
Citadel Advisors
Florida
$14.1M -$2.34M -231,545 -15%
RFC
20
Russell Frank Company
Washington
$13.7M -$1.09M -108,324 -8%
NPIT
21
National Penn Investors Trust
Pennsylvania
$12.7M +$56.2K +5,568 +0.5%
Citigroup
22
Citigroup
New York
$12.3M +$278K +27,556 +2%
DGHMC
23
Dalton, Greiner, Hartman, Maher & Co
New York
$11M +$107K +10,591 +1%
Ameriprise
24
Ameriprise
Minnesota
$9.21M +$691K +68,430 +8%
KCM
25
Kennedy Capital Management
Missouri
$8.51M +$998K +98,860 +14%
1
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NPBC Hedge Fund Activity: Q4 2014 in Review

162 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in NATL PENN BANCSHARES INC (NPBC) for Q4 2014, worth a combined $1.14B — up 8.8% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NPBC positions and 11 closed out — a net gain of 7 holders — while 70 added to existing stakes and 38 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $11.6M. The largest seller was Fidelity Investments, cutting an estimated $35M.

  • 162 institutional investors held NATL PENN BANCSHARES INC (NPBC) as of Q4 2014, up from 157 in Q3 2014.
  • Funds reported $1.14B of NATL PENN BANCSHARES INC stock for Q4 2014, up 8.8% quarter-over-quarter.
  • 18 funds opened new NATL PENN BANCSHARES INC positions in Q4 2014 and 11 closed out, a net change of +7 holders.
  • The largest NATL PENN BANCSHARES INC buyer in Q4 2014 was Principal Financial Group, an estimated $11.6M added.
  • The largest NATL PENN BANCSHARES INC seller in Q4 2014 was Fidelity Investments, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2014.