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ALTA

Altabancorp
ALTA

Delisted

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

81 hedge funds and large institutions have $259M invested in Altabancorp in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $220M → $259M (+$38.3M)

4% more funds holding

Funds holding: 7881 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
81
Holders Change
+3
Holders Change %
+3.85%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
40
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.9M +$4.65M +135,456 +19%
DAM
2
Davis Asset Management
California
$26.8M +$301K +8,764 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.3M +$3.58M +104,345 +16%
CF
4
Copperwynd Financial
Arizona
$21M -$241K -7,024 -1%
WA
5
Wasatch Advisors
Utah
$17.5M +$6.89M +200,720 +69%
FHC
6
Forest Hill Capital
Arkansas
$15.5M
HighTower Advisors
7
HighTower Advisors
Illinois
$15.5M -$923K -26,900 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.3M +$2.41M +70,210 +26%
State Street
9
State Street
Massachusetts
$9.72M +$441K +12,844 +5%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.7M
Northern Trust
11
Northern Trust
Illinois
$6.86M +$1.08M +31,522 +20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.79M +$420K +12,254 +8%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.43M +$600K +17,500 +13%
PRCP
14
Pacific Ridge Capital Partners
Oregon
$5.25M +$365K +10,639 +8%
SB
15
Suntrust Banks
Georgia
$4.78M -$247K -7,200 -5%
Stifel Financial
16
Stifel Financial
Missouri
$3.64M
PAM
17
Panagora Asset Management
Massachusetts
$3.49M -$1.71M -49,756 -34%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$3.04M +$116K +3,375 +4%
Deutsche Bank
19
Deutsche Bank
Germany
$2.77M +$791K +23,056 +42%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.59M -$171K -4,986 -6%
RHJA
21
Rice Hall James & Associates
California
$2.01M +$3.43K +100 +0.2%
SEI Investments
22
SEI Investments
Pennsylvania
$1.51M +$10K +292 +0.7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$1.32M +$54.9K +1,600 +5%
TCIM
24
TIAA CREF Investment Management
New York
$1.24M +$36.6K +1,068 +3%
Charles Schwab
25
Charles Schwab
California
$1.22M +$137K +4,000 +13%

ALTA Hedge Fund Activity: Q2 2018 in Review

81 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q2 2018, worth a combined $259M — up 17% from $220M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTA positions and 5 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $6.89M. The largest seller was Heartland Advisors, exiting entirely with an estimated $4.84M sold.

  • 81 institutional investors held Altabancorp (ALTA) as of Q2 2018, up from 78 in Q1 2018.
  • Funds reported $259M of Altabancorp stock for Q2 2018, up 17% quarter-over-quarter.
  • 8 funds opened new Altabancorp positions in Q2 2018 and 5 closed out, a net change of +3 holders.
  • The largest Altabancorp buyer in Q2 2018 was Wasatch Advisors, an estimated $6.89M added.
  • The largest Altabancorp seller in Q2 2018 was Heartland Advisors, an estimated $4.84M sold.

Based on aggregated 13F filings for Q2 2018.