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ALTA

Altabancorp
ALTA

Delisted

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

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78 hedge funds and large institutions have $220M invested in Altabancorp in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $195M → $220M (+$25.1M)

3% more funds holding

Funds holding: 76 → 78 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
31
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DAM
Davis Asset Management
California
+$6.37M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.94M
3
WA
Wasatch Advisors
Utah
+$1.7M
4
Renaissance Technologies
Renaissance Technologies
New York
+$995K
5
State Street
State Street
Massachusetts
+$591K

Top Sellers

Rank Fund Capital Flow
1
JIR
James Investment Research
Ohio
-$1.57M
2
MAM
Martingale Asset Management
Massachusetts
-$1.31M
3
RHJA
Rice Hall James & Associates
California
-$396K
4
PAM
Panagora Asset Management
Massachusetts
-$365K
5
SIM
Spark Investment Management
New York
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$1.23M -$1.31M -41,721 -52%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$1.14M -$305K -9,703 -22%
TCIM
28
TIAA CREF Investment Management
New York
$1.08M – – –
Victory Capital Management
29
Victory Capital Management
Texas
$1.08M – – –
KTM
30
Keeler Thomas Management
Utah
$1.01M -$283K -9,000 -22%
Charles Schwab
31
Charles Schwab
California
$975K – – –
DCM
32
Dupont Capital Management
Delaware
$872K – – –
MCM
33
Matarin Capital Management
New York
$821K +$32.7K +1,039 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$811K +$37.8K +1,200 +5%
WCM
35
Wedge Capital Management
North Carolina
$753K -$28.3K -900 -4%
TA
36
Teachers Advisors
New York
$741K -$1.13K -36 -0.2%
Wells Fargo
37
Wells Fargo
California
$728K +$58K +1,842 +9%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$725K +$81.3K +2,583 +13%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$699K +$850 +27 +0.1%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$694K – – –
Bank of America
41
Bank of America
North Carolina
$686K +$192K +6,111 +40%
First Trust Advisors
42
First Trust Advisors
Illinois
$681K -$20.6K -653 -3%
GPGA
43
Grandeur Peak Global Advisors
Utah
$605K +$590K +18,725 New
Bessemer Group
44
Bessemer Group
New Jersey
$523K -$113K -3,600 -18%
CS
45
Credit Suisse
Switzerland
$467K +$122K +3,860 +36%
CEP
46
Chicago Equity Partners
Illinois
$442K +$431K +13,695 New
Millennium Management
47
Millennium Management
New York
$414K +$404K +12,818 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$398K -$7.08K -225 -2%
GC
49
Globeflex Capital
California
$397K +$248K +7,867 +177%
NSEDCP
50
NJ State Employees Deferred Compensation Plan
New Jersey
$388K +$378K +12,000 New
1
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ALTA Hedge Fund Activity: Q1 2018 in Review

78 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q1 2018, worth a combined $220M — up 13% from $195M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ALTA positions and 7 closed out — a net gain of 2 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Davis Asset Management, adding an estimated $6.37M. The largest seller was James Investment Research, exiting entirely with an estimated $1.57M sold.

  • 78 institutional investors held Altabancorp (ALTA) as of Q1 2018, up from 76 in Q4 2017.
  • Funds reported $220M of Altabancorp stock for Q1 2018, up 13% quarter-over-quarter.
  • 9 funds opened new Altabancorp positions in Q1 2018 and 7 closed out, a net change of +2 holders.
  • The largest Altabancorp buyer in Q1 2018 was Davis Asset Management, an estimated $6.37M added.
  • The largest Altabancorp seller in Q1 2018 was James Investment Research, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2018.