Altabancorp
ALTA
ALTA was delisted on the 30th of September, 2021.
67 hedge funds and large institutions have $121M invested in Altabancorp in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 14 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 74 → 67 (-7)
11.35% less ownership
Funds ownership: 40.13% → 28.78% (-11%)
17% less capital invested
Capital invested by funds: $147M → $121M (-$25.5M)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DAM
Davis Asset Management
Sausalito,
California
|
+$1.77M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$503K |
| 3 |
AG
Aperio Group
Sausalito,
California
|
+$393K |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$389K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.92M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$6.19M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$5.62M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$4.85M |
ALTA Hedge Fund Activity: Q2 2020 in Review
67 of the 4,889 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q2 2020, worth a combined $121M — down 17% from $147M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of ALTA and 7 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 26 added.
The largest buyer was Davis Asset Management, adding an estimated $1.77M. The largest seller was Vanguard Group, cutting an estimated $15.6M.
- 67 institutional investors held Altabancorp (ALTA) as of Q2 2020, down from 74 in Q1 2020.
- Funds reported $121M of Altabancorp stock for Q2 2020, down 17% quarter-over-quarter.
- 7 funds opened new Altabancorp positions in Q2 2020 and 14 closed out, a net change of -7 holders.
- The largest Altabancorp buyer in Q2 2020 was Davis Asset Management, an estimated $1.77M added.
- The largest Altabancorp seller in Q2 2020 was Vanguard Group, an estimated $15.6M sold.
Based on aggregated 13F filings for Q2 2020.