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ALTA

Altabancorp
ALTA

Delisted

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

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: 12 (+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: 8586 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WG
51
Winton Group
United Kingdom
$591K +$9.66K +274 +2%
AWM
52
AE Wealth Management
Kansas
$546K -$106K -3,000 -19%
Deutsche Bank
53
Deutsche Bank
Germany
$478K -$146K -4,139 -27%
UBS Group
54
UBS Group
Switzerland
$437K +$13.4K +380 +4%
AllianceBernstein
55
AllianceBernstein
Tennessee
$435K -$155K -4,397 -30%
CS
56
Credit Suisse
Switzerland
$409K -$225K -6,373 -40%
IGGA
57
Iron Gate Global Advisors
Utah
$405K
IA
58
IndexIQ Advisors
New York
$404K +$338K +9,602 New
First Trust Advisors
59
First Trust Advisors
Illinois
$385K +$61.1K +1,734 +23%
PAM
60
Panagora Asset Management
Massachusetts
$370K +$214K +6,077 +222%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$305K +$2.85K +81 +1%
MIM
62
MetLife Investment Management
New Jersey
$295K
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$293K -$155K -4,403 -39%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$215K
SWM
65
Stockman Wealth Management
Montana
$214K +$180K +5,100 New
UBS AM
66
UBS AM
Illinois
$206K +$173K +4,910 New
PMAM
67
Penn Mutual Asset Management
Pennsylvania
$203K -$94.6K -2,685 -36%
US Bancorp
68
US Bancorp
Minnesota
$131K +$26.8K +760 +32%
DA
69
Denali Advisors
California
$124K +$35.6K +1,010 +52%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$109K
SG Americas Securities
71
SG Americas Securities
New York
$101K -$58.9K -1,672 -41%
Legal & General Group
72
Legal & General Group
United Kingdom
$97K -$5.11K -145 -6%
EVM
73
Eaton Vance Management
Massachusetts
$72K +$60.4K +1,713 New
EIM
74
Essex Investment Management
Massachusetts
$66K -$4.79K -136 -8%
Osaic Holdings
75
Osaic Holdings
Arizona
$63K

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.