Altabancorp
ALTA
ALTA was delisted on the 30th of September, 2021.
74 hedge funds and large institutions have $147M invested in Altabancorp in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 25
0.44% less ownership
Funds ownership: 40.57% → 40.13% (-0.44%)
10% less funds holding
Funds holding: 82 → 74 (-8)
36% less capital invested
Capital invested by funds: $230M → $147M (-$83.5M)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.55M |
| 2 |
DAM
Davis Asset Management
Sausalito,
California
|
+$1.32M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$582K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$500K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$495K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$3.84M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.38M |
| 3 |
Rockefeller Capital Management
New York
|
-$1.13M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$807K |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$768K |
ALTA Hedge Fund Activity: Q1 2020 in Review
74 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q1 2020, worth a combined $147M — down 36% from $230M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of ALTA and 6 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 30 added.
The largest buyer was Wellington Management Group, adding an estimated $5.55M. The largest seller was Emerald Mutual Fund Advisers Trust, exiting entirely with an estimated $3.84M sold.
- 74 institutional investors held Altabancorp (ALTA) as of Q1 2020, down from 82 in Q4 2019.
- Funds reported $147M of Altabancorp stock for Q1 2020, down 36% quarter-over-quarter.
- 6 funds opened new Altabancorp positions in Q1 2020 and 12 closed out, a net change of -6 holders.
- The largest Altabancorp buyer in Q1 2020 was Wellington Management Group, an estimated $5.55M added.
- The largest Altabancorp seller in Q1 2020 was Emerald Mutual Fund Advisers Trust, an estimated $3.84M sold.
Based on aggregated 13F filings for Q1 2020.