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ALTA

Altabancorp
ALTA

Delisted

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

86 hedge funds and large institutions have $360M invested in Altabancorp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more capital invested

Capital invested by funds: $228M → $360M (+$132M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 8586 (+1)

7% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 30

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
28
Reduced
30
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$49.7M +$3.38M +95,779 +9%
DAM
2
Davis Asset Management
California
$41.6M
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.8M +$1.16M +32,796 +5%
FCM
4
FJ Capital Management
Virginia
$25.5M +$21.4M +606,300 New
CF
5
Copperwynd Financial
Arizona
$24.2M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.4M -$181K -5,142 -1%
WA
7
Wasatch Advisors
Utah
$20.5M +$224K +6,368 +1%
FHC
8
Forest Hill Capital
Arkansas
$14.3M
State Street
9
State Street
Massachusetts
$12.7M -$235K -6,654 -2%
Ameriprise
10
Ameriprise
Minnesota
$12.5M +$431K +12,239 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$11.1M +$105K +2,970 +1%
SIA
12
Soltis Investment Advisors
Utah
$8.03M -$2.34M -66,449 -26%
Northern Trust
13
Northern Trust
Illinois
$7.41M -$538K -15,271 -8%
Renaissance Technologies
14
Renaissance Technologies
New York
$5.16M -$1.61M -45,700 -27%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$4.63M +$571K +16,209 +17%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.44M +$57.7K +1,636 +2%
Charles Schwab
17
Charles Schwab
California
$4.26M +$60.7K +1,721 +2%
EAM
18
Eagle Asset Management
Florida
$4.21M +$3.49M +99,138 New
Stifel Financial
19
Stifel Financial
Missouri
$4.08M
EC
20
EJF Capital
Virginia
$3.8M -$2.72M -77,298 -46%
N
21
Nuveen
North Carolina
$2.89M -$92K -2,611 -4%
PPA
22
Parametric Portfolio Associates
Washington
$2.63M +$212K +6,008 +11%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.46M +$392K +11,112 +23%
Truist Financial
24
Truist Financial
North Carolina
$2.27M +$1.27K +36 +0.1%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$2.15M +$1.02M +29,046 +132%

ALTA Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q1 2021, worth a combined $360M — up 58% from $228M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ALTA positions and 6 closed out — a net gain of 2 holders — while 28 added to existing stakes and 30 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $21.4M. The largest seller was EJF Capital, cutting an estimated $2.72M.

  • 86 institutional investors held Altabancorp (ALTA) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $360M of Altabancorp stock for Q1 2021, up 58% quarter-over-quarter.
  • 8 funds opened new Altabancorp positions in Q1 2021 and 6 closed out, a net change of +2 holders.
  • The largest Altabancorp buyer in Q1 2021 was FJ Capital Management, an estimated $21.4M added.
  • The largest Altabancorp seller in Q1 2021 was EJF Capital, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2021.