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ALTA

Altabancorp
ALTA

Delisted

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

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67 hedge funds and large institutions have $121M invested in Altabancorp in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less funds holding

Funds holding: 74 → 67 (-7)

18% less capital invested

Capital invested by funds: $148M → $121M (-$26.5M)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

Holders
67
Holders Change
-7
Holders Change %
-9.46%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
26
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DAM
Davis Asset Management
California
+$1.77M
2
PPA
Parametric Portfolio Associates
Washington
+$503K
3
AG
Aperio Group
California
+$393K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$389K
5
Wells Fargo
Wells Fargo
California
+$313K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$15.6M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.92M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.19M
4
WA
Wasatch Advisors
Utah
-$5.62M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$4.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$202K +$138K +6,694 +284%
SG Americas Securities
52
SG Americas Securities
New York
$194K +$62.2K +3,013 +54%
MIM
53
MetLife Investment Management
New Jersey
$158K – – –
Citigroup
54
Citigroup
New York
$117K +$10.4K +502 +11%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$115K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$71K +$65.7K +3,182 New
Legal & General Group
57
Legal & General Group
United Kingdom
$70K – – –
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K – – –
US Bancorp
59
US Bancorp
Minnesota
$57K +$5.18K +251 +11%
PAM
60
Panagora Asset Management
Massachusetts
$56K – – –
EIM
61
Essex Investment Management
Massachusetts
$50K +$1.96K +95 +4%
Canada Life
62
Canada Life
Manitoba, Canada
$36K -$165 -8 -0.5%
Lazard Asset Management
63
Lazard Asset Management
New York
$35K +$4.23K +205 +15%
Osaic Holdings
64
Osaic Holdings
Arizona
$34K – – –
Zurich Cantonal Bank
65
Zurich Cantonal Bank
Switzerland
$14K – – –
CAM
66
ClariVest Asset Management
California
$12K – – –
CAW
67
Cornerstone Advisors (Washington)
Washington
$2K +$475 +23 +47%
WA
68
Wasatch Advisors
Utah
– -$5.62M -290,353 Closed
Geode Capital Management
69
Geode Capital Management
Massachusetts
– -$4.85M -250,317 Closed
Stifel Financial
70
Stifel Financial
Missouri
– -$1.78M -92,000 Closed
N
71
Nuveen
North Carolina
– -$1.16M -59,904 Closed
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
– -$633K -32,615 Closed
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
– -$440K -25,076 Closed
NSEDCP
74
NJ State Employees Deferred Compensation Plan
New Jersey
– -$387K -20,000 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– -$384K -19,793 Closed
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ALTA Hedge Fund Activity: Q2 2020 in Review

67 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q2 2020, worth a combined $121M — down 18% from $148M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ALTA and 7 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was Davis Asset Management, adding an estimated $1.77M. The largest seller was Vanguard Group, cutting an estimated $15.6M.

  • 67 institutional investors held Altabancorp (ALTA) as of Q2 2020, down from 74 in Q1 2020.
  • Funds reported $121M of Altabancorp stock for Q2 2020, down 18% quarter-over-quarter.
  • 7 funds opened new Altabancorp positions in Q2 2020 and 14 closed out, a net change of -7 holders.
  • The largest Altabancorp buyer in Q2 2020 was Davis Asset Management, an estimated $1.77M added.
  • The largest Altabancorp seller in Q2 2020 was Vanguard Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2020.