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ALTA

Altabancorp
ALTA

Delisted

ALTA was delisted on the 30th of September, 2021.

76 hedge funds and large institutions have $195M invested in Altabancorp in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 7476 (+2)

5% more capital invested

Capital invested by funds: $186M → $195M (+$9.3M)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
26
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.37M +$336K +10,691 +31%
BCM
27
BHZ Capital Management
California
$1.31M -$145K -4,632 -10%
KTM
28
Keeler Thomas Management
Utah
$1.22M +$1.26M +40,192 New
TCIM
29
TIAA CREF Investment Management
New York
$1.02M -$63.8K -2,032 -6%
Victory Capital Management
30
Victory Capital Management
Texas
$1.02M +$24.3K +775 +2%
SEI Investments
31
SEI Investments
Pennsylvania
$1.01M -$973 -31 -0.1%
Charles Schwab
32
Charles Schwab
California
$915K +$169K +5,381 +22%
DCM
33
Dupont Capital Management
Delaware
$818K
MCM
34
Matarin Capital Management
New York
$738K +$97.5K +3,104 +15%
WCM
35
Wedge Capital Management
North Carolina
$733K
Swiss National Bank
36
Swiss National Bank
Switzerland
$724K
TA
37
Teachers Advisors
New York
$696K +$8.67K +276 +1%
First Trust Advisors
38
First Trust Advisors
Illinois
$659K -$36.4K -1,158 -5%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$656K -$4.27K -136 -0.6%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$651K -$12.6K -400 -2%
Wells Fargo
41
Wells Fargo
California
$627K +$182K +5,801 +39%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$601K -$1.57K -50 -0.3%
Bessemer Group
43
Bessemer Group
New Jersey
$600K -$47.1K -1,500 -7%
Bank of America
44
Bank of America
North Carolina
$459K +$82.1K +2,615 +21%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$380K -$80.2K -2,553 -17%
SIM
46
Spark Investment Management
New York
$363K -$389K -12,400 -51%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$329K -$27.9K -889 -8%
CCMLC
48
Cardinal Capital Management LLC (Connecticut)
Connecticut
$327K +$69.1K +2,200 +26%
CS
49
Credit Suisse
Switzerland
$322K -$281K -8,953 -46%
CA
50
Crewe Advisors
Utah
$303K +$314K +10,000 New

ALTA Hedge Fund Activity: Q4 2017 in Review

76 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q4 2017, worth a combined $195M — up 5% from $186M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTA positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Davis Asset Management, adding an estimated $4M. The largest seller was HighTower Advisors, cutting an estimated $2.32M.

  • 76 institutional investors held Altabancorp (ALTA) as of Q4 2017, up from 74 in Q3 2017.
  • Funds reported $195M of Altabancorp stock for Q4 2017, up 5% quarter-over-quarter.
  • 8 funds opened new Altabancorp positions in Q4 2017 and 6 closed out, a net change of +2 holders.
  • The largest Altabancorp buyer in Q4 2017 was Davis Asset Management, an estimated $4M added.
  • The largest Altabancorp seller in Q4 2017 was HighTower Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q4 2017.