Alerus Financial
ALRS
102 hedge funds and large institutions have $228M invested in Alerus Financial in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
40% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 25
22% more capital invested
Capital invested by funds: $187M → $228M (+$40.9M)
10% more funds holding
Funds holding: 93 → 102 (+9)
2.15% more ownership
Funds ownership: 48.12% → 50.27% (+2.1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
+$5.57M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$985K |
| 3 |
LPL Financial
San Diego,
California
|
+$714K |
| 4 |
Goldman Sachs
New York
|
+$638K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.03M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$578K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$490K |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$465K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$346K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
ClariVest Asset Management
San Diego,
California
| $451 | – | – | – |
|
|
RIL
102
Rothschild Investment LLC
Chicago,
Illinois
| $114 | +$107 | +5 | New |
|
|
103
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$578K | -29,459 | Closed |
|
|
VCP
104
Verus Capital Partners
Scottsdale,
Arizona
| – | -$465K | -23,700 | Closed |
|
|
EC
105
EntryPoint Capital
New York
| – | -$195K | -9,937 | Closed |
|
|
ACM
106
Aquatic Capital Management
Chicago,
Illinois
| – | -$58.8K | -3,000 | Closed |
|
|
AFWM
107
Abich Financial Wealth Management
Ashburn,
Virginia
| – | -$1.12K | -57 | Closed |
|
ALRS Hedge Fund Activity: Q3 2024 in Review
102 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q3 2024, worth a combined $228M — up 22% from $187M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ALRS positions and 5 closed out — a net gain of 9 holders — while 35 added to existing stakes and 25 trimmed.
The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $5.57M. The largest seller was Citadel Advisors, cutting an estimated $1.03M.
- 102 institutional investors held Alerus Financial (ALRS) as of Q3 2024, up from 93 in Q2 2024.
- Funds reported $228M of Alerus Financial stock for Q3 2024, up 22% quarter-over-quarter.
- 14 funds opened new Alerus Financial positions in Q3 2024 and 5 closed out, a net change of +9 holders.
- The largest Alerus Financial buyer in Q3 2024 was Stieven Capital Advisors, an estimated $5.57M added.
- The largest Alerus Financial seller in Q3 2024 was Citadel Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q3 2024.