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ALTA

Altabancorp
ALTA

Delisted

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

84 hedge funds and large institutions have $189M invested in Altabancorp in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

25% more funds holding

Funds holding: 6784 (+17)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

12% less capital invested

Capital invested by funds: $216M → $189M (-$26.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
84
Holders Change
+17
Holders Change %
+25.37%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
28
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.9M -$724K -24,955 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.5M +$148K +5,121 +0.7%
DAM
3
Davis Asset Management
California
$19.8M
CF
4
Copperwynd Financial
Arizona
$15.5M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.6M +$855K +29,472 +7%
WA
6
Wasatch Advisors
Utah
$10.8M -$5.2M -179,404 -30%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.1M -$518K -17,875 -4%
FHC
8
Forest Hill Capital
Arkansas
$9.53M -$988K -34,060 -9%
State Street
9
State Street
Massachusetts
$7.61M +$203K +7,008 +2%
Northern Trust
10
Northern Trust
Illinois
$5.32M +$89.5K +3,088 +2%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.99M -$757K -26,108 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.94M +$266K +9,186 +5%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.83M +$1.16M +40,000 +38%
SB
14
Suntrust Banks
Georgia
$3.36M -$189K -6,526 -5%
Stifel Financial
15
Stifel Financial
Missouri
$2.69M
PAM
16
Panagora Asset Management
Massachusetts
$2.64M +$369K +12,718 +15%
MCM
17
Maltese Capital Management
New York
$2.64M +$2.9M +100,000 New
AIM
18
Axiom Investment Management
New York
$2.56M -$518K -17,875 -4%
Charles Schwab
19
Charles Schwab
California
$2.41M +$123K +4,239 +5%
RHCA
20
Rosenthal Henry Capital Advisors
Indiana
$2.24M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.88M +$41.6K +1,434 +2%
RHJA
22
Rice Hall James & Associates
California
$1.25M -$58.9K -2,033 -4%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.22M -$95.7K -3,299 -7%
Bank of America
24
Bank of America
North Carolina
$1.09M +$505K +17,405 +73%
Deutsche Bank
25
Deutsche Bank
Germany
$1.07M +$585K +20,167 +98%

ALTA Hedge Fund Activity: Q1 2019 in Review

84 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q1 2019, worth a combined $189M — down 12% from $216M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ALTA positions and 2 closed out — a net gain of 17 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $2.9M. The largest seller was Wasatch Advisors, cutting an estimated $5.2M.

  • 84 institutional investors held Altabancorp (ALTA) as of Q1 2019, up from 67 in Q4 2018.
  • Funds reported $189M of Altabancorp stock for Q1 2019, down 12% quarter-over-quarter.
  • 19 funds opened new Altabancorp positions in Q1 2019 and 2 closed out, a net change of +17 holders.
  • The largest Altabancorp buyer in Q1 2019 was Maltese Capital Management, an estimated $2.9M added.
  • The largest Altabancorp seller in Q1 2019 was Wasatch Advisors, an estimated $5.2M sold.

Based on aggregated 13F filings for Q1 2019.