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AMES National
ATLO

33 hedge funds and large institutions have $38.9M invested in AMES National in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

2% more capital invested

Capital invested by funds: $38.1M → $38.9M (+$758K)

6% less funds holding

Funds holding: 35 → 33 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$1.37M
2
ProShare Advisors
ProShare Advisors
Maryland
+$210K
3
BIT
BlackRock Institutional Trust
California
+$189K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$130K
5
BFA
BlackRock Fund Advisors
California
+$55.7K

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$221K
2
Northern Trust
Northern Trust
Illinois
-$178K
3
NFA
Nationwide Fund Advisors
Ohio
-$161K
4
Morgan Stanley
Morgan Stanley
New York
-$47K
5
Citigroup
Citigroup
New York
-$30.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$12M +$1.37M +61,639 +13%
BFA
2
BlackRock Fund Advisors
California
$5.75M +$55.7K +2,496 +1%
BIT
3
BlackRock Institutional Trust
California
$4.79M +$189K +8,490 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.65M +$130K +5,821 +3%
State Street
5
State Street
Massachusetts
$2.8M -$4.62K -207 -0.2%
Northern Trust
6
Northern Trust
Illinois
$2.54M -$178K -7,972 -6%
TCIM
7
TIAA CREF Investment Management
New York
$937K – – –
Bank of New York Mellon
8
Bank of New York Mellon
New York
$737K -$11.1K -499 -1%
BIM
9
BlackRock Investment Management
Delaware
$709K +$4.53K +203 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$547K +$50K +2,241 +10%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$498K – – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$395K -$26.8K -1,200 -6%
California State Teachers Retirement System (CalSTRS)
13
California State Teachers Retirement System (CalSTRS)
California
$372K – – –
Charles Schwab
14
Charles Schwab
California
$342K – – –
TA
15
Teachers Advisors
New York
$269K – – –
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$256K -$10.3K -460 -4%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$249K – – –
ProShare Advisors
18
ProShare Advisors
Maryland
$208K +$210K +9,416 New
MLICM
19
Metropolitan Life Insurance Company (MetLife)
New York
$156K – – –
BA
20
BlackRock Advisors
Delaware
$147K +$9.9K +444 +7%
Deutsche Bank
21
Deutsche Bank
Germany
$144K +$22.5K +1,010 +18%
AIG
22
American International Group
New York
$140K +$3.39K +152 +2%
Citigroup
23
Citigroup
New York
$84K -$30.5K -1,369 -27%
Morgan Stanley
24
Morgan Stanley
New York
$68K -$47K -2,109 -41%
US Bancorp
25
US Bancorp
Minnesota
$66K – – –
1
2

ATLO Hedge Fund Activity: Q1 2014 in Review

33 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2014, worth a combined $38.9M — up 2% from $38.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ATLO and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.

The largest buyer was Royce & Associates, adding an estimated $1.37M. The largest seller was Credit Suisse, exiting entirely with an estimated $221K sold.

  • 33 institutional investors held AMES National (ATLO) as of Q1 2014, down from 35 in Q4 2013.
  • Funds reported $38.9M of AMES National stock for Q1 2014, up 2% quarter-over-quarter.
  • 2 funds opened new AMES National positions in Q1 2014 and 4 closed out, a net change of -2 holders.
  • The largest AMES National buyer in Q1 2014 was Royce & Associates, an estimated $1.37M added.
  • The largest AMES National seller in Q1 2014 was Credit Suisse, an estimated $221K sold.

Based on aggregated 13F filings for Q1 2014.