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AMES National

43 hedge funds and large institutions have $67.9M invested in AMES National in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

1.46% more ownership

Funds ownership: 24.77%26.23% (+1.5%)

4% more capital invested

Capital invested by funds: $65.4M → $67.9M (+$2.46M)

0% more funds holding

Funds holding: 4343 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.6M +$45.1K +1,623 +0.3%
RA
2
Royce & Associates
New York
$15.4M +$393K +14,154 +3%
State Street
3
State Street
Massachusetts
$5.38M +$367K +13,201 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.98M -$40K -1,441 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$3.96M +$339K +12,200 +9%
Northern Trust
6
Northern Trust
Illinois
$3.7M +$666K +23,986 +22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.75M +$131K +4,719 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.58M -$13.9K -500 -0.5%
SCM
9
Stadium Capital Management
Connecticut
$2.03M +$2.78K +100 +0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.96M +$365K +13,140 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.78M +$1.76M +63,438 New
N
12
Nuveen
North Carolina
$947K -$4.05K -146 -0.4%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$666K -$44.4K -1,600 -6%
Charles Schwab
14
Charles Schwab
California
$606K +$22K +792 +4%
Wells Fargo
15
Wells Fargo
California
$497K -$90.6K -3,261 -16%
Morgan Stanley
16
Morgan Stanley
New York
$476K +$282K +10,149 +150%
AllianceBernstein
17
AllianceBernstein
Tennessee
$444K -$16.7K -600 -4%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$421K
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$388K -$1.89K -68 -0.5%
California State Teachers Retirement System (CalSTRS)
20
California State Teachers Retirement System (CalSTRS)
California
$388K
JP Morgan Chase
21
JP Morgan Chase
New York
$380K +$273K +9,816 +264%
UBS Group
22
UBS Group
Switzerland
$331K +$86.8K +3,126 +36%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$302K +$8.75K +315 +3%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$261K
Barclays
25
Barclays
United Kingdom
$254K +$126K +4,523 +100%

ATLO Hedge Fund Activity: Q4 2019 in Review

43 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q4 2019, worth a combined $67.9M — up 3.8% from $65.4M a quarter earlier.

Fund positioning in ATLO was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $1.76M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $540K.

  • 43 institutional investors held AMES National (ATLO) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $67.9M of AMES National stock for Q4 2019, up 3.8% quarter-over-quarter.
  • 3 funds opened new AMES National positions in Q4 2019 and 3 closed out, a net change of 0 holders.
  • The largest AMES National buyer in Q4 2019 was Royal Bank of Canada, an estimated $1.76M added.
  • The largest AMES National seller in Q4 2019 was Morgan Dempsey Capital Management, an estimated $540K sold.

Based on aggregated 13F filings for Q4 2019.