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AMES National

44 hedge funds and large institutions have $56M invested in AMES National in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

0.26% less ownership

Funds ownership: 23.94%23.68% (-0.26%)

2% less funds holding

Funds holding: 4544 (-1)

8% less capital invested

Capital invested by funds: $60.7M → $56M (-$4.69M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.8M +$316K +11,627 +2%
RA
2
Royce & Associates
New York
$14M -$278K -10,252 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.97M -$49.6K -1,827 -1%
State Street
4
State Street
Massachusetts
$3.97M +$48.1K +1,772 +1%
Northern Trust
5
Northern Trust
Illinois
$2.63M -$6.73K -248 -0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.44M -$406K -14,965 -14%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.23M +$207K +7,634 +10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.71M +$122K +4,490 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.44M +$116K +4,281 +8%
MCM
10
Maltese Capital Management
New York
$883K -$4.67K -172 -0.5%
SCM
11
Stadium Capital Management
Connecticut
$718K +$534K +19,690 +231%
MDCM
12
Morgan Dempsey Capital Management
Wisconsin
$647K -$15.6K -575 -2%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$624K
Morgan Stanley
14
Morgan Stanley
New York
$548K -$76K -2,799 -12%
Charles Schwab
15
Charles Schwab
California
$533K +$39.1K +1,440 +7%
TCIM
16
TIAA CREF Investment Management
New York
$457K -$27.5K -1,012 -5%
Wells Fargo
17
Wells Fargo
California
$434K +$104K +3,815 +29%
AllianceBernstein
18
AllianceBernstein
Tennessee
$402K +$10.9K +400 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$381K -$733K -27,022 -64%
RHCA
20
Rosenthal Henry Capital Advisors
Indiana
$381K
TA
21
Teachers Advisors
New York
$354K
US Bancorp
22
US Bancorp
Minnesota
$349K
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$343K +$8.36K +308 +2%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$315K +$105K +3,863 +45%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$262K +$407 +15 +0.1%

ATLO Hedge Fund Activity: Q4 2018 in Review

44 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q4 2018, worth a combined $56M — down 7.7% from $60.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ATLO and 2 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 19 added.

The largest buyer was Stadium Capital Management, adding an estimated $534K. The largest seller was Deutsche Bank, cutting an estimated $733K.

  • 44 institutional investors held AMES National (ATLO) as of Q4 2018, down from 45 in Q3 2018.
  • Funds reported $56M of AMES National stock for Q4 2018, down 7.7% quarter-over-quarter.
  • 2 funds opened new AMES National positions in Q4 2018 and 3 closed out, a net change of -1 holder.
  • The largest AMES National buyer in Q4 2018 was Stadium Capital Management, an estimated $534K added.
  • The largest AMES National seller in Q4 2018 was Deutsche Bank, an estimated $733K sold.

Based on aggregated 13F filings for Q4 2018.