AMES National
ATLO
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.
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: 55 → 54 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.79M |
| 2 |
BlackRock
New York
|
+$1.53M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$260K |
| 4 |
Barclays
London,
United Kingdom
|
+$187K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$736K |
| 2 |
Two Sigma Investments
New York
|
-$406K |
| 3 |
LPL Financial
San Diego,
California
|
-$272K |
| 4 |
Two Sigma Advisers
New York
|
-$93.3K |
| 5 |
Renaissance Technologies
New York
|
-$69.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Qube Research & Technologies (QRT)
London,
United Kingdom
| $5.27K | +$4.52K | +247 | New |
|
52
Russell Investments Group
London,
United Kingdom
| $2.69K | +$348 | +19 | +18% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.79K | – | – | – |
|
|
PAIM
54
Punch & Associates Investment Management
Edina,
Minnesota
| – | -$736K | -44,362 | Closed |
|
|
55
Two Sigma Investments
New York
| – | -$406K | -24,464 | Closed |
|
56
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$37K | -2,228 | Closed |
|
57
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$8.29K | -500 | Closed |
|
58
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$7K | -443 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6.17K | -372 | Closed |
|
|
MPWT
60
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$514 | -31 | Closed |
|
|
C
61
Covestor
London,
United Kingdom
| – | -$18 | -1 | -6% |
|
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.