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ALTA

Altabancorp
ALTA

Delisted

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

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86 hedge funds and large institutions have $360M invested in Altabancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 30 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: 1 → 2 (+1)

58% more capital invested

Capital invested by funds: $228M → $360M (+$132M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 85 → 86 (+1)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
28
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$21.4M
2
EAM
Eagle Asset Management
Florida
+$3.49M
3
BlackRock
BlackRock
New York
+$3.38M
4
EWA
EP Wealth Advisors
California
+$1.42M
5
MCM
Maltese Capital Management
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$2.72M
2
MI
M3F Inc
Utah
-$2.65M
3
SIA
Soltis Investment Advisors
Utah
-$2.34M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.23M
5
KCM
Kennedy Capital Management
Missouri
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$2.11M +$80.6K +2,287 +5%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.74M -$94.9K -2,692 -6%
RHCA
28
Rosenthal Henry Capital Advisors
Indiana
$1.72M +$56.4K +1,600 +4%
EWA
29
EP Wealth Advisors
California
$1.7M +$1.42M +40,363 New
MCM
30
Maltese Capital Management
New York
$1.68M +$1.41M +40,000 New
BWA
31
Beam Wealth Advisors
Louisiana
$1.65M – – –
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.54M – – –
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.36M -$104K -2,939 -8%
ECM
34
EMC Capital Management
Texas
$1.26M +$149K +4,237 +16%
Bank of America
35
Bank of America
North Carolina
$1.17M +$265K +7,506 +37%
American Century Companies
36
American Century Companies
Missouri
$1.16M +$198K +5,622 +26%
ECA
37
Elevated Capital Advisors
Utah
$1.1M – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.07M -$46.7K -1,325 -5%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.06M -$282K -8,012 -24%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.03M -$2.23M -63,350 -72%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$2.96K -84 -0.3%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$867K -$67.8K -1,923 -9%
Goldman Sachs
43
Goldman Sachs
New York
$863K -$280K -7,956 -28%
Victory Capital Management
44
Victory Capital Management
Texas
$841K -$721K -20,450 -51%
NSEDCP
45
NJ State Employees Deferred Compensation Plan
New Jersey
$841K – – –
KTM
46
Keeler Thomas Management
Utah
$833K -$25.3K -717 -3%
Invesco
47
Invesco
Georgia
$830K +$63.6K +1,804 +10%
Wells Fargo
48
Wells Fargo
California
$776K -$789K -22,374 -55%
DADC
49
D.A. Davidson & Co
Montana
$715K – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$660K +$74K +2,100 +15%
1
2
3 4

ALTA Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q1 2021, worth a combined $360M — up 58% from $228M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTA positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $21.4M. The largest seller was EJF Capital, cutting an estimated $2.72M.

  • 86 institutional investors held Altabancorp (ALTA) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $360M of Altabancorp stock for Q1 2021, up 58% quarter-over-quarter.
  • 8 funds opened new Altabancorp positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Altabancorp buyer in Q1 2021 was FJ Capital Management, an estimated $21.4M added.
  • The largest Altabancorp seller in Q1 2021 was EJF Capital, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2021.