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Alerus Financial
ALRS

68 hedge funds and large institutions have $136M invested in Alerus Financial in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.47% less ownership

Funds ownership: 42.72% → 42.24% (-0.47%)

13% less funds holding

Funds holding: 78 → 68 (-10)

31% less capital invested

Capital invested by funds: $196M → $136M (-$60M)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
28
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.1M
2
Brown Advisory
Brown Advisory
Maryland
+$942K
3
Morgan Stanley
Morgan Stanley
New York
+$879K
4
Millennium Management
Millennium Management
New York
+$850K
5
ACM
Ategra Capital Management
Virginia
+$831K

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$3.04M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
-$2.53M
3
AWM
AE Wealth Management
Kansas
-$976K
4
Invesco
Invesco
Georgia
-$912K
5
PFO
PMC FIG Opportunities
Israel
-$771K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$727K +$226K +11,400 +34%
Millennium Management
27
Millennium Management
New York
$689K +$850K +42,913 New
Marshall Wace
28
Marshall Wace
United Kingdom
$538K +$664K +33,526 New
N
29
Nuveen
North Carolina
$529K -$280K -14,116 -30%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$469K – – –
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$443K +$79.2K +4,000 +16%
Barclays
32
Barclays
United Kingdom
$392K +$71.3K +3,598 +17%
VCP
33
Verus Capital Partners
Arizona
$380K – – –
HSBC Holdings
34
HSBC Holdings
United Kingdom
$379K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$375K +$7.84K +396 +2%
LI
36
Lafayette Investments
Maryland
$323K – – –
Wells Fargo
37
Wells Fargo
California
$314K +$55.7K +2,811 +17%
Bank of America
38
Bank of America
North Carolina
$314K +$60.7K +3,064 +19%
FPB
39
First PREMIER Bank
South Dakota
$273K – – –
US Bancorp
40
US Bancorp
Minnesota
$203K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$191K +$594 +30 +0.3%
QC
42
Quadrature Capital
United Kingdom
$190K +$235K +11,871 New
TI
43
Trexquant Investment
Connecticut
$169K +$209K +10,553 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$164K +$178 +9 +0.1%
Deutsche Bank
45
Deutsche Bank
Germany
$147K +$57.8K +2,919 +47%
MIM
46
MetLife Investment Management
New Jersey
$118K – – –
AIG
47
American International Group
New York
$117K +$2.89K +146 +2%
UBS Group
48
UBS Group
Switzerland
$99.4K -$97.1K -4,902 -44%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$90.4K -$8.24K -416 -7%
HCM
50
Horrell Capital Management
Arkansas
$71K – – –
1
2
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ALRS Hedge Fund Activity: Q1 2023 in Review

68 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q1 2023, worth a combined $136M — down 31% from $196M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ALRS and 7 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 28 added.

The largest buyer was Citadel Advisors, adding an estimated $1.1M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $3.04M sold.

  • 68 institutional investors held Alerus Financial (ALRS) as of Q1 2023, down from 78 in Q4 2022.
  • Funds reported $136M of Alerus Financial stock for Q1 2023, down 31% quarter-over-quarter.
  • 7 funds opened new Alerus Financial positions in Q1 2023 and 17 closed out, a net change of -10 holders.
  • The largest Alerus Financial buyer in Q1 2023 was Citadel Advisors, an estimated $1.1M added.
  • The largest Alerus Financial seller in Q1 2023 was Boothbay Fund Management, an estimated $3.04M sold.

Based on aggregated 13F filings for Q1 2023.