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Alerus Financial

111 hedge funds and large institutions have $256M invested in Alerus Financial in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,019% more call options, than puts

Call options by funds: $235K | Put options by funds: $21K

189% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $228M → $256M (+$28.5M)

9% more funds holding

Funds holding: 102111 (+9)

2.23% more ownership

Funds ownership: 50.27%52.5% (+2.2%)

Holders
111
Holders Change
+9
Holders Change %
+8.82%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
52
Reduced
18
Closed
15
Calls
$235K
Puts
$21K
Net Calls
+$214K
Net Calls Change
-$74K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Alerus Financial
North Dakota
$41M +$130K +5,915 +0.3%
BlackRock
2
BlackRock
New York
$35.5M +$3.43M +156,113 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.3M +$2.33M +106,116 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.8M +$7.99M +363,617 +120%
ECA
5
Endeavour Capital Advisors
Connecticut
$10.1M +$5.05M +229,932 +77%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$10.1M +$2.38M +108,123 +26%
BFC
7
Banc Funds Company
Illinois
$9.82M -$731K -33,287 -6%
GJL
8
Gendell Jeffrey L
$7.78M +$8.89M +404,471 New
State Street
9
State Street
Massachusetts
$7.62M +$884K +40,210 +11%
Ameriprise
10
Ameriprise
Minnesota
$7.06M +$43K +1,958 +0.5%
RIP
11
Rhino Investment Partners
Pennsylvania
$5.85M +$6.68M +303,996 New
FCM
12
FJ Capital Management
Virginia
$5.56M +$6.35M +288,813 New
AllianceBernstein
13
AllianceBernstein
Tennessee
$5.54M +$6.07M +276,161 +2,346%
GWI
14
Grace & White Inc
New York
$4.93M +$5.63M +256,233 New
Northern Trust
15
Northern Trust
Illinois
$3.87M +$677K +30,821 +18%
FP
16
Foundry Partners
Minnesota
$3.8M +$3.83M +174,410 +753%
Charles Schwab
17
Charles Schwab
California
$3.64M +$872K +39,687 +27%
MI
18
M3F Inc
Utah
$3.46M +$3.95M +179,563 New
KTA
19
Keeley-Teton Advisors
Illinois
$3.26M +$1.75M +79,598 +89%
CCM
20
Cutler Capital Management
Massachusetts
$3.06M
American Century Companies
21
American Century Companies
Missouri
$2.83M -$34.1K -1,553 -1%
CL
22
Choreo LLC
Illinois
$2.62M +$2.96M +134,770 New
BCM
23
Bridgeway Capital Management
Texas
$2.61M +$737K +33,537 +33%
Goldman Sachs
24
Goldman Sachs
New York
$2.31M +$250K +11,393 +10%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.1M -$10.1K -459 -0.4%

ALRS Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Alerus Financial (ALRS) for Q4 2024, worth a combined $256M — up 13% from $228M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ALRS positions and 15 closed out — a net gain of 10 holders — while 52 added to existing stakes and 18 trimmed.

The largest buyer was Gendell Jeffrey L, opening a new position worth an estimated $8.89M. The largest seller was Stieven Capital Advisors, exiting entirely with an estimated $5.97M sold.

  • 111 institutional investors held Alerus Financial (ALRS) as of Q4 2024, up from 102 in Q3 2024.
  • Funds reported $256M of Alerus Financial stock for Q4 2024, up 13% quarter-over-quarter.
  • 25 funds opened new Alerus Financial positions in Q4 2024 and 15 closed out, a net change of +10 holders.
  • The largest Alerus Financial buyer in Q4 2024 was Gendell Jeffrey L, an estimated $8.89M added.
  • The largest Alerus Financial seller in Q4 2024 was Stieven Capital Advisors, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2024.