We are live on ! Find out more
ALTA

Altabancorp
ALTA

Delisted

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

74 hedge funds and large institutions have $186M invested in Altabancorp in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $150M → $186M (+$36.2M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 7574 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
27
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.6M +$752K +26,999 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.5M +$1.77M +63,481 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.7M -$3.1M -111,100 -18%
FHC
4
Forest Hill Capital
Arkansas
$13.4M -$639K -22,939 -5%
DAM
5
Davis Asset Management
California
$13.3M +$4.67M +167,536 +69%
WA
6
Wasatch Advisors
Utah
$8.14M +$343K +12,324 +5%
State Street
7
State Street
Massachusetts
$7.41M +$82.6K +2,963 +1%
EMFAT
8
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7M
PAM
9
Panagora Asset Management
Massachusetts
$5.75M -$11.5K -412 -0.2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.46M +$1.07M +38,397 +30%
Northern Trust
11
Northern Trust
Illinois
$5.06M -$75.6K -2,713 -2%
HA
12
Heartland Advisors
Wisconsin
$4.87M
SB
13
Suntrust Banks
Georgia
$4.82M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.71M +$266K +9,532 +7%
PRCP
15
Pacific Ridge Capital Partners
Oregon
$4.26M -$91.1K -3,270 -2%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.45M +$622K +22,329 +27%
Stifel Financial
17
Stifel Financial
Missouri
$2.76M
MAM
18
Martingale Asset Management
Massachusetts
$2.64M -$58.6K -2,102 -3%
RHCA
19
Rosenthal Henry Capital Advisors
Indiana
$2.6M +$2.23M +80,000 New
RHJA
20
Rice Hall James & Associates
California
$2.36M -$6.46K -232 -0.3%
JIR
21
James Investment Research
Ohio
$2.33M -$339K -12,160 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.13M +$46.7K +1,675 +3%
BCM
23
BHZ Capital Management
California
$1.55M -$165K -5,934 -11%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.26M -$1.32M -47,419 -55%
KCM
25
Kennedy Capital Management
Missouri
$1.18M +$88.6K +3,179 +10%

ALTA Hedge Fund Activity: Q3 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q3 2017, worth a combined $186M — up 24% from $150M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ALTA and 7 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 27 added.

The largest buyer was Davis Asset Management, adding an estimated $4.67M. The largest seller was HighTower Advisors, cutting an estimated $3.1M.

  • 74 institutional investors held Altabancorp (ALTA) as of Q3 2017, down from 75 in Q2 2017.
  • Funds reported $186M of Altabancorp stock for Q3 2017, up 24% quarter-over-quarter.
  • 7 funds opened new Altabancorp positions in Q3 2017 and 8 closed out, a net change of -1 holder.
  • The largest Altabancorp buyer in Q3 2017 was Davis Asset Management, an estimated $4.67M added.
  • The largest Altabancorp seller in Q3 2017 was HighTower Advisors, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2017.