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AMES National

35 hedge funds and large institutions have $38.1M invested in AMES National in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $38.7M → $38.1M (-$537K)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

5% less funds holding

Funds holding: 3735 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$10.8M +$229K +10,222 +2%
BFA
2
BlackRock Fund Advisors
California
$5.79M -$179K -7,976 -3%
BIT
3
BlackRock Institutional Trust
California
$4.67M +$94.5K +4,221 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.59M +$301K +13,462 +7%
State Street
5
State Street
Massachusetts
$2.85M -$9.51K -425 -0.3%
Northern Trust
6
Northern Trust
Illinois
$2.76M -$3.51K -157 -0.1%
TCIM
7
TIAA CREF Investment Management
New York
$952K
Bank of New York Mellon
8
Bank of New York Mellon
New York
$759K -$123K -5,495 -14%
BIM
9
BlackRock Investment Management
Delaware
$716K -$12.2K -547 -2%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$513K -$9.85K -440 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$506K +$7.7K +344 +2%
AllianceBernstein
12
AllianceBernstein
Tennessee
$428K -$56K -2,500 -12%
California State Teachers Retirement System (CalSTRS)
13
California State Teachers Retirement System (CalSTRS)
California
$378K +$2.24K +100 +0.6%
Charles Schwab
14
Charles Schwab
California
$348K
TA
15
Teachers Advisors
New York
$273K
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$270K -$17.9K -800 -6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$253K
CS
18
Credit Suisse
Switzerland
$221K +$221K +9,875 New
NFA
19
Nationwide Fund Advisors
Ohio
$161K -$3.45K -154 -2%
MLICM
20
Metropolitan Life Insurance Company (MetLife)
New York
$159K
BA
21
BlackRock Advisors
Delaware
$139K +$7.83K +350 +6%
AIG
22
American International Group
New York
$138K -$1.39K -62 -1%
Deutsche Bank
23
Deutsche Bank
Germany
$124K -$223K -9,955 -64%
Morgan Stanley
24
Morgan Stanley
New York
$116K +$116K +5,196 New
Citigroup
25
Citigroup
New York
$115K +$62.1K +2,776 +117%

ATLO Hedge Fund Activity: Q4 2013 in Review

35 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q4 2013, worth a combined $38.1M — down 1.4% from $38.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ATLO and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Vanguard Group, adding an estimated $301K. The largest seller was Renaissance Technologies, exiting entirely with an estimated $264K sold.

  • 35 institutional investors held AMES National (ATLO) as of Q4 2013, down from 37 in Q3 2013.
  • Funds reported $38.1M of AMES National stock for Q4 2013, down 1.4% quarter-over-quarter.
  • 4 funds opened new AMES National positions in Q4 2013 and 6 closed out, a net change of -2 holders.
  • The largest AMES National buyer in Q4 2013 was Vanguard Group, an estimated $301K added.
  • The largest AMES National seller in Q4 2013 was Renaissance Technologies, an estimated $264K sold.

Based on aggregated 13F filings for Q4 2013.