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ALTA

Altabancorp
ALTA

Delisted

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

92 hedge funds and large institutions have $363M invested in Altabancorp in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

7% more funds holding

Funds holding: 8692 (+6)

1% more capital invested

Capital invested by funds: $360M → $363M (+$3.15M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

Holders
92
Holders Change
+6
Holders Change %
+6.98%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
24
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$53M +$1.77M +40,538 +3%
DAM
2
Davis Asset Management
California
$42.9M
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.7M +$5.37K +123 +0%
FCM
4
FJ Capital Management
Virginia
$25.5M -$755K -17,300 -3%
CF
5
Copperwynd Financial
Arizona
$25M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.9M -$148K -3,393 -0.6%
State Street
7
State Street
Massachusetts
$14.3M +$1.2M +27,461 +9%
Ameriprise
8
Ameriprise
Minnesota
$12.7M -$183K -4,186 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.1M +$616K +14,114 +5%
SIA
10
Soltis Investment Advisors
Utah
$8.27M -$4.98K -114 -0.1%
Northern Trust
11
Northern Trust
Illinois
$7.98M +$346K +7,932 +4%
Morgan Stanley
12
Morgan Stanley
New York
$5.9M +$5.9M +135,057 +10,918%
WA
13
Wasatch Advisors
Utah
$5.65M -$15.6M -357,817 -73%
MOACM
14
Mutual of America Capital Management
New York
$5.06M +$5.1M +116,895 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
15
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.02M +$5.06M +115,900 New
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$4.76M
Charles Schwab
17
Charles Schwab
California
$4.61M +$219K +5,018 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.51M -$70.3K -1,611 -2%
AA
19
AQR Arbitrage
Connecticut
$4.22M +$4.26M +97,479 New
Goldman Sachs
20
Goldman Sachs
New York
$3.89M +$3.03M +69,362 +338%
Stifel Financial
21
Stifel Financial
Missouri
$3.68M -$523K -11,986 -12%
DAS
22
Dynamic Advisor Solutions
Arizona
$3.45M +$3.48M +79,721 New
N
23
Nuveen
North Carolina
$3.27M +$295K +6,762 +10%
CS
24
Credit Suisse
Switzerland
$3.22M +$2.83M +64,715 +666%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$3.08M +$3.1M +71,100 New

ALTA Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Altabancorp (ALTA) for Q2 2021, worth a combined $363M — up 0.88% from $360M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ALTA positions and 17 closed out — a net gain of 7 holders — while 24 added to existing stakes and 31 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $9.13M. The largest seller was Wasatch Advisors, cutting an estimated $15.6M.

  • 92 institutional investors held Altabancorp (ALTA) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $363M of Altabancorp stock for Q2 2021, up 0.88% quarter-over-quarter.
  • 24 funds opened new Altabancorp positions in Q2 2021 and 17 closed out, a net change of +7 holders.
  • The largest Altabancorp buyer in Q2 2021 was Magnetar Financial, an estimated $9.13M added.
  • The largest Altabancorp seller in Q2 2021 was Wasatch Advisors, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2021.