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AMES National

54 hedge funds and large institutions have $52.3M invested in AMES National in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

887% more call options, than puts

Call options by funds: $612K | Put options by funds: $62K

37% more capital invested

Capital invested by funds: $38.3M → $52.3M (+$14M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

1.61% more ownership

Funds ownership: 25.66%27.28% (+1.6%)

2% less funds holding

Funds holding: 5554 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
16
Closed
7
Calls
$612K
Puts
$62K
Net Calls
+$550K
Net Calls Change
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
FG
26
Foster Group
Iowa
$220K
JP Morgan Chase
27
JP Morgan Chase
New York
$201K +$70.1K +3,829 +69%
American Century Companies
28
American Century Companies
Missouri
$201K +$172K +9,415 New
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$195K -$3.81K -208 -2%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$119K +$110 +6 +0.1%
SG Americas Securities
31
SG Americas Securities
New York
$100K +$85.8K +4,691 New
MIM
32
MetLife Investment Management
New Jersey
$99.7K
AIG
33
American International Group
New York
$91.4K -$311 -17 -0.4%
SAM
34
Smartleaf Asset Management
Massachusetts
$72.8K +$60.9K +3,330 New
Osaic Holdings
35
Osaic Holdings
Arizona
$70.8K +$1.83K +100 +3%
Wells Fargo
36
Wells Fargo
California
$56.7K +$9.55K +522 +24%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$51.6K -$21.3K -1,166 -33%
CAM
38
Clarity Asset Management
Iowa
$38K +$32.6K +1,781 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$34K +$28K +1,533 +2,044%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$30.2K -$8.84K -483 -25%
CSB
41
City State Bank
Iowa
$28K
Citigroup
42
Citigroup
New York
$26.2K +$22.4K +1,224 +30,600%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$17.9K -$2.63K -144 -15%
WFA
44
West Financial Advisors
Iowa
$17.2K
Legal & General Group
45
Legal & General Group
United Kingdom
$17K
AB
46
Amalgamated Bank
New York
$16K -$1.57K -86 -10%
AIP
47
Ameritas Investment Partners
Nebraska
$15.2K
TRCT
48
Tower Research Capital (TRC)
New York
$11.5K -$29.5K -1,610 -75%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$10.3K
IHWM
50
Iron Horse Wealth Management
Iowa
$6.21K

ATLO Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q4 2023, worth a combined $52.3M — up 37% from $38.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ATLO and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $1.79M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $736K sold.

  • 54 institutional investors held AMES National (ATLO) as of Q4 2023, down from 55 in Q3 2023.
  • Funds reported $52.3M of AMES National stock for Q4 2023, up 37% quarter-over-quarter.
  • 6 funds opened new AMES National positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest AMES National buyer in Q4 2023 was Morgan Stanley, an estimated $1.79M added.
  • The largest AMES National seller in Q4 2023 was Punch & Associates Investment Management, an estimated $736K sold.

Based on aggregated 13F filings for Q4 2023.