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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 $158M invested in Altabancorp in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

30% more capital invested

Capital invested by funds: $121M → $158M (+$36.6M)

16% more funds holding

Funds holding: 67 → 78 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
19
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$14.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.3M
3
WA
Wasatch Advisors
Utah
+$7.19M
4
Ameriprise
Ameriprise
Minnesota
+$5.45M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.38M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.97M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$829K
3
MAM
Martingale Asset Management
Massachusetts
-$752K
4
Renaissance Technologies
Renaissance Technologies
New York
-$470K
5
Bessemer Group
Bessemer Group
New Jersey
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Globeflex Capital
California
$890K +$62.3K +3,061 +7%
Wells Fargo
27
Wells Fargo
California
$886K -$94K -4,619 -9%
JC
28
JCSD Capital
California
$847K +$857K +42,100 New
BWA
29
Beam Wealth Advisors
Louisiana
$789K – – –
Swiss National Bank
30
Swiss National Bank
Switzerland
$736K – – –
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$723K +$16.3K +800 +2%
WG
32
Winton Group
United Kingdom
$707K -$177K -8,691 -20%
ECA
33
Elevated Capital Advisors
Utah
$699K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$668K +$646K +31,759 New
Goldman Sachs
35
Goldman Sachs
New York
$648K +$193K +9,464 +42%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$596K +$602K +29,576 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$588K -$21.5K -1,057 -3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$558K -$829K -40,750 -59%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$476K – – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$474K -$65.6K -3,222 -12%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$451K +$2.52K +124 +0.6%
KTM
42
Keeler Thomas Management
Utah
$413K – – –
NSEDCP
43
NJ State Employees Deferred Compensation Plan
New Jersey
$402K +$407K +20,000 New
American Century Companies
44
American Century Companies
Missouri
$368K +$68K +3,342 +22%
TRCT
45
Tower Research Capital (TRC)
New York
$365K +$305K +14,986 +471%
AllianceBernstein
46
AllianceBernstein
Tennessee
$341K +$345K +16,937 New
DADC
47
D.A. Davidson & Co
Montana
$340K +$32.6K +1,600 +10%
AWM
48
AE Wealth Management
Kansas
$322K – – –
Invesco
49
Invesco
Georgia
$321K -$1.93K -95 -0.6%
AG
50
Aperio Group
California
$320K -$64.5K -3,169 -17%
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ALTA Hedge Fund Activity: Q3 2020 in Review

78 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q3 2020, worth a combined $158M — up 30% from $121M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ALTA positions and 11 closed out — a net gain of 11 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.1M. The largest seller was Wellington Management Group, exiting entirely with an estimated $5.97M sold.

  • 78 institutional investors held Altabancorp (ALTA) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $158M of Altabancorp stock for Q3 2020, up 30% quarter-over-quarter.
  • 22 funds opened new Altabancorp positions in Q3 2020 and 11 closed out, a net change of +11 holders.
  • The largest Altabancorp buyer in Q3 2020 was Vanguard Group, an estimated $14.1M added.
  • The largest Altabancorp seller in Q3 2020 was Wellington Management Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q3 2020.