AMES National
ATLO
55 hedge funds and large institutions have $47.5M invested in AMES National in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 3 closing their positions.
2,337% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $52K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 54 → 55 (+1)
1.07% less ownership
Funds ownership: 27.28% → 26.21% (-1.1%)
9% less capital invested
Capital invested by funds: $52.3M → $47.5M (-$4.73M)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$295K |
| 2 |
State Street
Boston,
Massachusetts
|
+$220K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$218K |
| 4 |
JP Morgan Chase
New York
|
+$139K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$68.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.46M |
| 2 |
BlackRock
New York
|
-$417K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$201K |
| 4 |
Barclays
London,
United Kingdom
|
-$114K |
| 5 |
CPSC
Carl P. Sherr & Co
Worcester,
Massachusetts
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Russell Investments Group
London,
United Kingdom
| $2.54K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.7K | – | – | – |
|
|
C
53
Covestor
London,
United Kingdom
| $1K | +$314 | +16 | +107% |
|
|
FFA
54
Farther Finance Advisors
San Francisco,
California
| $196 | +$196 | +10 | New |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| $60 | +$59 | +3 | New |
|
|
56
American Century Companies
Kansas City,
Missouri
| – | -$201K | -9,415 | Closed |
|
57
SG Americas Securities
New York
| – | -$100K | -4,691 | Closed |
|
58
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$5.27K | -247 | Closed |
|
ATLO Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2024, worth a combined $47.5M — down 9% from $52.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ATLO positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 22 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $295K. The largest seller was Morgan Stanley, cutting an estimated $1.46M.
- 55 institutional investors held AMES National (ATLO) as of Q1 2024, up from 54 in Q4 2023.
- Funds reported $47.5M of AMES National stock for Q1 2024, down 9% quarter-over-quarter.
- 4 funds opened new AMES National positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest AMES National buyer in Q1 2024 was Invesco, an estimated $295K added.
- The largest AMES National seller in Q1 2024 was Morgan Stanley, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2024.