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Alerus Financial

89 hedge funds and large institutions have $206M invested in Alerus Financial in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

13% more funds holding

Funds holding: 7989 (+10)

1.25% more ownership

Funds ownership: 46.44%47.69% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $206M → $206M (-$149K)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
89
Holders Change
+10
Holders Change %
+12.66%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
25
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFL
26
Wealth Forward LLC
North Dakota
$1.21M
N
27
Nuveen
North Carolina
$987K
EF
28
Empowered Funds
Pennsylvania
$908K +$279K +12,719 +44%
Goldman Sachs
29
Goldman Sachs
New York
$836K -$290K -13,200 -26%
JP Morgan Chase
30
JP Morgan Chase
New York
$805K +$266K +12,121 +49%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$643K +$5.42K +247 +0.8%
CA
32
Cetera Advisors
Colorado
$638K +$641K +29,212 New
Barclays
33
Barclays
United Kingdom
$597K -$270K -12,327 -31%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$573K +$563K +25,675 +4,148%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$571K +$19.2K +876 +3%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$530K -$74.6K -3,400 -12%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$530K +$44K +2,008 +9%
ACM
38
Ategra Capital Management
Virginia
$517K -$2.43M -110,715 -82%
VCP
39
Verus Capital Partners
Arizona
$517K
Mariner
40
Mariner
Kansas
$442K +$2.13K +97 +0.5%
LI
41
Lafayette Investments
Maryland
$439K
Two Sigma Advisers
42
Two Sigma Advisers
New York
$421K -$208K -9,500 -33%
UBS Group
43
UBS Group
Switzerland
$416K -$41.3K -1,881 -9%
Bank of America
44
Bank of America
North Carolina
$388K -$258K -11,758 -40%
FPB
45
First PREMIER Bank
South Dakota
$372K
RP
46
Riverwater Partners
Wisconsin
$358K -$5.62K -256 -1%
Squarepoint
47
Squarepoint
New York
$351K +$353K +16,089 New
Renaissance Technologies
48
Renaissance Technologies
New York
$240K -$61.4K -2,800 -20%
HA
49
Harbor Advisors
Florida
$215K
MIM
50
MetLife Investment Management
New Jersey
$212K

ALRS Hedge Fund Activity: Q1 2024 in Review

89 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q1 2024, worth a combined $206M — down 0.07% from $206M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ALRS positions and 3 closed out — a net gain of 10 holders — while 25 added to existing stakes and 28 trimmed.

The largest buyer was Boothbay Fund Management, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $2.69M.

  • 89 institutional investors held Alerus Financial (ALRS) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $206M of Alerus Financial stock for Q1 2024, down 0.07% quarter-over-quarter.
  • 13 funds opened new Alerus Financial positions in Q1 2024 and 3 closed out, a net change of +10 holders.
  • The largest Alerus Financial buyer in Q1 2024 was Boothbay Fund Management, an estimated $2.4M added.
  • The largest Alerus Financial seller in Q1 2024 was Morgan Stanley, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2024.