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AMES National
ATLO

41 hedge funds and large institutions have $68.5M invested in AMES National in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

2% more capital invested

Capital invested by funds: $67M → $68.5M (+$1.54M)

0.54% more ownership

Funds ownership: 23.51% → 24.05% (+0.54%)

2% less funds holding

Funds holding: 42 → 41 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$839K
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$623K
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
+$422K
4
State Street
State Street
Massachusetts
+$338K
5
Deutsche Bank
Deutsche Bank
Germany
+$292K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$902K
2
BlackRock
BlackRock
New York
-$303K
3
JP Morgan Chase
JP Morgan Chase
New York
-$173K
4
Morgan Stanley
Morgan Stanley
New York
-$116K
5
TCIM
TIAA CREF Investment Management
New York
-$88.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$19.8M -$902K -29,400 -4%
BlackRock
2
BlackRock
New York
$16M -$303K -9,868 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.9M +$839K +27,338 +8%
State Street
4
State Street
Massachusetts
$4.56M +$338K +11,003 +8%
Northern Trust
5
Northern Trust
Illinois
$3.09M +$232K +7,564 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.44M +$133K +4,323 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.58M +$47.6K +1,551 +3%
MDCM
8
Morgan Dempsey Capital Management
Wisconsin
$1.26M +$422K +13,739 +50%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.08M +$16.2K +529 +2%
TCIM
10
TIAA CREF Investment Management
New York
$737K -$88.7K -2,891 -11%
Deutsche Bank
11
Deutsche Bank
Germany
$723K +$292K +9,513 +67%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$704K -$30.7K -1,000 -4%
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$621K +$623K +20,300 New
US Bancorp
14
US Bancorp
Minnesota
$553K +$166K +5,398 +43%
AllianceBernstein
15
AllianceBernstein
Tennessee
$478K +$12.3K +400 +3%
Charles Schwab
16
Charles Schwab
California
$475K – – –
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$464K -$64.4K -2,100 -12%
TA
18
Teachers Advisors
New York
$429K +$29.8K +970 +7%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$331K -$36.7K -1,195 -10%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$313K – – –
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$260K -$31 -1 -0%
Morgan Stanley
22
Morgan Stanley
New York
$228K -$116K -3,796 -34%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$224K +$23.2K +756 +12%
MLICM
24
Metropolitan Life Insurance Company (MetLife)
New York
$215K – – –
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$206K +$206K +6,728 New
1
2

ATLO Hedge Fund Activity: Q2 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q2 2017, worth a combined $68.5M — up 2.3% from $67M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ATLO and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 18 added.

The largest buyer was Vanguard Group, adding an estimated $839K. The largest seller was Royce & Associates, cutting an estimated $902K.

  • 41 institutional investors held AMES National (ATLO) as of Q2 2017, down from 42 in Q1 2017.
  • Funds reported $68.5M of AMES National stock for Q2 2017, up 2.3% quarter-over-quarter.
  • 2 funds opened new AMES National positions in Q2 2017 and 3 closed out, a net change of -1 holder.
  • The largest AMES National buyer in Q2 2017 was Vanguard Group, an estimated $839K added.
  • The largest AMES National seller in Q2 2017 was Royce & Associates, an estimated $902K sold.

Based on aggregated 13F filings for Q2 2017.