Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NEW MTN FIN CORP (NMFC)

152 + Investors. Track Smart Money conviction in NMFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — NMFC

Based on 152 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their NMFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
152 funds currently hold this stock — 90% of the 3.0-year high of 168 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold NMFC compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

59 buying94 selling
Last quarter: 94 funds sold vs only 59 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 23 → 44 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
86 out of 152 hedge funds have held NMFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -15%, value -46%

Value
-46%
Shares
-14%
Last quarter: funds added -15% more shares while total portfolio value only changed -46%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

18 → 27 → 23 → 44 → 23 new funds/Q
New funds entering each quarter: 27 → 23 → 44 → 23. A growing number of institutions are discovering NMFC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 154 current holders: 98 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
27 of 152 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NMFC

In 2026 Q1, 59 hedge funds were net buyers of NMFC (23 opened a new position, 36 added to an existing one), while 94 reduced or exited (55 trimmed, 39 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 36% of total institutional value in NMFC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -16 funds (more exits than new entries). Total institutional holders: 152.

Hedge Fund Ownership: NMFC

How many hedge funds hold NMFC — quarterly history vs. share price
Quarterly hedge fund ownership of NMFC vs. share price

Market Analysis: NMFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NMFC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy NEW MTN FIN CORP (NMFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NMFC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
NMFC
+24.8%
XLF
+4.6%

NMFC outperformed XLF by +20.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
NMFC
-0.9%
XLF
+1.1%

Since the filing became public, NMFC outperformed XLF by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: NMFC
152 + Investors

Track Smart Money conviction in NMFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 152 168 -9.52%
13F Shares 28M 33M -14.62%
Total Value $181M $335M -45.99%
New Positions 23 44 -21
Increased Positions 36 42 -6
Closed Positions 39 33 +6
Reduced Positions 54 52 +2
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NMFC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

152 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NMFC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of NMFC — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 2.30% 848,918 $6.6M
2 GraniteShares Advisors LLC 1.47% 263,627 $2.0M
3 DIMENSION CAPITAL MANAGEMENT LLC 1.26% 1,156,541 $9.0M
4 Tranquility Partners, LLC 0.93% 316,752 $2.5M
5 VARCOV Co. 0.36% 125,077 $971K
6 Colter Lewis Investment Partners LLC 0.29% 39,103 $303K
7 North Ground Capital 0.23% 25,000 $194K
8 National Philanthropic Trust 0.20% 852,921 $10.4M
9 Virtus Investment Advisers, LLC 0.19% 89,471 $694K
10 Closed-End Fund Advisors, Inc. 0.18% 22,719 $176K
11 Miller Global Investments, LLC 0.17% 23,815 $185K
12 TRANSCEND CAPITAL ADVISORS, LLC 0.17% 271,158 $2.1M
13 MQS Management LLC 0.15% 28,896 $224K
14 Fund Advisors of America Inc/FL 0.15% 18,882 $147K
15 nVerses Capital, LLC 0.14% 19,857 $154K
16 Hennion & Walsh Asset Management, Inc. 0.13% 513,085 $4.0M
17 Naviter Wealth, LLC 0.13% 131,722 $1.0M
18 Navis Wealth Advisors, LLC 0.10% 25,000 $194K
19 Almitas Capital LLC 0.08% 45,000 $349K
20 Next Capital Management LLC 0.07% 29,680 $230K
21 DENALI ADVISORS LLC 0.07% 77,885 $604K
22 Nordwand Advisors, LLC 0.06% 41,800 $324K
23 Genesee Capital Advisors, LLC 0.05% 15,896 $123K
24 LSV ASSET MANAGEMENT 0.05% 3,022,118 $23K
25 Cerberus Capital Management, L.P. 0.04% 145,000 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NEW MTN FIN CORP (NMFC)

What does the Smart Money Trend signal show for NMFC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their NMFC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for NMFC?

Heavy selling pressure — only 39% buying: Last quarter: 94 funds sold vs only 59 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for NMFC holders?

Strong quality — 36% AUM from major funds: 27 of 152 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held NMFC?

57% of holders stayed for 2+ years: 86 out of 152 hedge funds have held NMFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy NEW MTN FIN CORP (NMFC) following the 2026 Q1 hedge fund 13F filings?

As of today, NMFC has moved -0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), NMFC has gained +24.8% vs +4.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →