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ALTA

Altabancorp
ALTA

Delisted

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

84 hedge funds and large institutions have $207M invested in Altabancorp in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $189M → $207M (+$18.2M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding

Funds holding: 8484 (0)

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
29
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$27.8M +$3.26M +113,410 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.6M -$257K -8,949 -1%
DAM
3
Davis Asset Management
California
$22.1M
CF
4
Copperwynd Financial
Arizona
$17.2M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.7M +$762K +26,549 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$10.2M +$9.91M +345,371 New
FHC
7
Forest Hill Capital
Arkansas
$10M -$611K -21,300 -6%
State Street
8
State Street
Massachusetts
$8.79M +$299K +10,417 +4%
WA
9
Wasatch Advisors
Utah
$7.05M -$4.91M -171,131 -42%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.53M +$1M +34,927 +19%
Northern Trust
11
Northern Trust
Illinois
$5.96M +$22.2K +773 +0.4%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.73M +$448K +15,600 +11%
EMFAT
13
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.8M -$1.72M -60,050 -32%
SB
14
Suntrust Banks
Georgia
$3.54M -$197K -6,874 -5%
Stifel Financial
15
Stifel Financial
Missouri
$3M
Charles Schwab
16
Charles Schwab
California
$2.81M +$126K +4,396 +5%
PAM
17
Panagora Asset Management
Massachusetts
$2.57M -$364K -12,670 -13%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$2.5M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.5M +$394K +13,740 +19%
AIM
20
Axiom Investment Management
New York
$2.33M -$513K -17,875 -5%
N
21
Nuveen
North Carolina
$1.77M +$1.73M +60,123 New
Victory Capital Management
22
Victory Capital Management
Texas
$1.35M +$267K +9,305 +25%
RHJA
23
Rice Hall James & Associates
California
$1.33M -$63.8K -2,223 -5%
Bank of America
24
Bank of America
North Carolina
$1.3M +$87K +3,032 +7%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.28M -$77.1K -2,685 -6%

ALTA Hedge Fund Activity: Q2 2019 in Review

84 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q2 2019, worth a combined $207M — up 9.6% from $189M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ALTA positions and 9 closed out — a net gain of 4 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.91M. The largest seller was HighTower Advisors, exiting entirely with an estimated $10.1M sold.

  • 84 institutional investors held Altabancorp (ALTA) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $207M of Altabancorp stock for Q2 2019, up 9.6% quarter-over-quarter.
  • 13 funds opened new Altabancorp positions in Q2 2019 and 9 closed out, a net change of +4 holders.
  • The largest Altabancorp buyer in Q2 2019 was Wellington Management Group, an estimated $9.91M added.
  • The largest Altabancorp seller in Q2 2019 was HighTower Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2019.