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AMES National

55 hedge funds and large institutions have $38.3M invested in AMES National in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

36,100% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $3K

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 5455 (+1)

0.06% less ownership

Funds ownership: 25.73%25.66% (-0.06%)

8% less capital invested

Capital invested by funds: $41.7M → $38.3M (-$3.42M)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
16
Closed
6
Calls
$1.09M
Puts
$3K
Net Calls
+$1.08M
Net Calls Change
+$156K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$1.39K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.38K +75 New
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$514 +$570 +31 New
Citigroup
54
Citigroup
New York
$66 -$47.1K -2,560 -100%
Millennium Management
55
Millennium Management
New York
-$350K -19,428 Closed
FL
56
Fourthstone LLC
Missouri
-$239K -13,257 Closed
TI
57
Trexquant Investment
Connecticut
-$229K -12,717 Closed
SWM
58
SeaCrest Wealth Management
New York
-$189K -10,460 Closed
Citadel Advisors
59
Citadel Advisors
Florida
-$3.57K -194 Closed
C
60
Covestor
United Kingdom
+$294 +16 New

ATLO Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q3 2023, worth a combined $38.3M — down 8.2% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ATLO positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $588K. The largest seller was Millennium Management, exiting entirely with an estimated $350K sold.

  • 55 institutional investors held AMES National (ATLO) as of Q3 2023, up from 54 in Q2 2023.
  • Funds reported $38.3M of AMES National stock for Q3 2023, down 8.2% quarter-over-quarter.
  • 7 funds opened new AMES National positions in Q3 2023 and 6 closed out, a net change of +1 holder.
  • The largest AMES National buyer in Q3 2023 was BlackRock, an estimated $588K added.
  • The largest AMES National seller in Q3 2023 was Millennium Management, an estimated $350K sold.

Based on aggregated 13F filings for Q3 2023.