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ALTA

Altabancorp
ALTA

Delisted

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

82 hedge funds and large institutions have $230M invested in Altabancorp in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $203M → $230M (+$27.3M)

2% less funds holding

Funds holding: 8482 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
34
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Globeflex Capital
California
$1.1M +$407K +13,868 +61%
WG
27
Winton Group
United Kingdom
$1.03M +$117K +3,977 +13%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$942K +$495K +16,888 +117%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$935K +$135K +4,619 +17%
Swiss National Bank
30
Swiss National Bank
Switzerland
$922K +$29.3K +1,000 +3%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$864K -$2.93K -100 -0.3%
JP Morgan Chase
32
JP Morgan Chase
New York
$853K +$529K +18,049 +176%
Goldman Sachs
33
Goldman Sachs
New York
$845K -$164K -5,604 -17%
Morgan Stanley
34
Morgan Stanley
New York
$812K +$543K +18,507 +218%
OAM
35
Oxford Asset Management
United Kingdom
$807K -$195K -6,664 -20%
KTM
36
Keeler Thomas Management
Utah
$803K -$53.1K -1,810 -6%
ECA
37
Elevated Capital Advisors
Utah
$771K +$751K +25,610 New
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$768K +$205K +7,004 +38%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$764K +$704K +24,006 +1,747%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$738K -$3.14K -107 -0.4%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$736K
UBS Group
42
UBS Group
Switzerland
$713K +$200K +6,810 +40%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$665K -$42.2K -1,438 -6%
Bessemer Group
44
Bessemer Group
New Jersey
$654K +$103K +3,500 +19%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$604K +$258K +8,800 +78%
NSEDCP
46
NJ State Employees Deferred Compensation Plan
New Jersey
$602K
DCM
47
Dupont Capital Management
Delaware
$545K
Bank of America
48
Bank of America
North Carolina
$505K -$331K -11,306 -40%
AWM
49
AE Wealth Management
Kansas
$481K -$99.7K -3,400 -18%
Barclays
50
Barclays
United Kingdom
$479K +$233K +7,945 +100%

ALTA Hedge Fund Activity: Q4 2019 in Review

82 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q4 2019, worth a combined $230M — up 13% from $203M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ALTA and 5 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 34 added.

The largest buyer was BlackRock, adding an estimated $1.56M. The largest seller was Rockefeller Capital Management, cutting an estimated $5.3M.

  • 82 institutional investors held Altabancorp (ALTA) as of Q4 2019, down from 84 in Q3 2019.
  • Funds reported $230M of Altabancorp stock for Q4 2019, up 13% quarter-over-quarter.
  • 5 funds opened new Altabancorp positions in Q4 2019 and 6 closed out, a net change of -1 holder.
  • The largest Altabancorp buyer in Q4 2019 was BlackRock, an estimated $1.56M added.
  • The largest Altabancorp seller in Q4 2019 was Rockefeller Capital Management, an estimated $5.3M sold.

Based on aggregated 13F filings for Q4 2019.