AMES National
ATLO
33 hedge funds and large institutions have $38.9M invested in AMES National in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
2% more capital invested
Capital invested by funds: $38.1M → $38.9M (+$758K)
6% less funds holding
Funds holding: 35 → 33 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$1.37M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$210K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$189K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$130K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$55.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$221K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$178K |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$161K |
| 4 |
Morgan Stanley
New York
|
-$47K |
| 5 |
Citigroup
New York
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $34K | +$10.8K | +482 | +44% |
|
|
U
27
UBS
Zurich,
Switzerland
| $20K | +$4.77K | +214 | +31% |
|
28
Invesco
Atlanta,
Georgia
| $17K | +$5.69K | +255 | +50% |
|
29
BlackRock
New York
| $8K | +$1.54K | +69 | +22% |
|
30
Barclays
London,
United Kingdom
| $8K | +$3.52K | +158 | +77% |
|
31
Bank of America
Charlotte,
North Carolina
| $1K | -$1K | -45 | -45% |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $116 | -$10.8K | -482 | -8% |
|
|
CS
33
Credit Suisse
Zurich,
Switzerland
| – | -$221K | -9,875 | Closed |
|
|
NFA
34
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$161K | -7,198 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$6K | -270 | Closed |
|
36
BNP Paribas Financial Markets
Paris,
France
| – | -$2.69K | -120 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$201 | +9 | New |
|
ATLO Hedge Fund Activity: Q1 2014 in Review
33 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2014, worth a combined $38.9M — up 2% from $38.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ATLO and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.
The largest buyer was Royce & Associates, adding an estimated $1.37M. The largest seller was Credit Suisse, exiting entirely with an estimated $221K sold.
- 33 institutional investors held AMES National (ATLO) as of Q1 2014, down from 35 in Q4 2013.
- Funds reported $38.9M of AMES National stock for Q1 2014, up 2% quarter-over-quarter.
- 2 funds opened new AMES National positions in Q1 2014 and 4 closed out, a net change of -2 holders.
- The largest AMES National buyer in Q1 2014 was Royce & Associates, an estimated $1.37M added.
- The largest AMES National seller in Q1 2014 was Credit Suisse, an estimated $221K sold.
Based on aggregated 13F filings for Q1 2014.