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AMES National

44 hedge funds and large institutions have $140M invested in AMES National in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more capital invested

Capital invested by funds: $67.9M → $140M (+$72M)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

13.27% more ownership

Funds ownership: 26.23%39.5% (+13%)

2% more funds holding

Funds holding: 4344 (+1)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
15
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
1
Victory Capital Management
Texas
$91.4M +$32.1M +1,271,682 New
BlackRock
2
BlackRock
New York
$12.2M +$83.4K +3,306 +0.6%
RA
3
Royce & Associates
New York
$9.95M -$1.59M -63,110 -11%
State Street
4
State Street
Massachusetts
$3.9M -$26.9K -1,068 -0.6%
SCM
5
Stadium Capital Management
Connecticut
$3.41M +$2.38M +94,150 +130%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.91M +$21K +834 +0.6%
Renaissance Technologies
7
Renaissance Technologies
New York
$2.86M -$32.8K -1,300 -0.9%
Northern Trust
8
Northern Trust
Illinois
$2.2M -$608K -24,085 -18%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.12M +$147K +5,812 +6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.97M +$103K +4,079 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.43M -$5.22K -207 -0.3%
N
12
Nuveen
North Carolina
$697K +$8.05K +319 +0.9%
Charles Schwab
13
Charles Schwab
California
$431K -$14.3K -565 -3%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$404K -$101K -4,000 -17%
Wells Fargo
15
Wells Fargo
California
$388K +$31.9K +1,263 +7%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$373K +$111K +4,400 +32%
JP Morgan Chase
17
JP Morgan Chase
New York
$339K +$76.6K +3,036 +22%
AllianceBernstein
18
AllianceBernstein
Tennessee
$331K +$10.1K +400 +3%
Millennium Management
19
Millennium Management
New York
$315K +$389K +15,427 New
RHCA
20
Rosenthal Henry Capital Advisors
Indiana
$307K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$286K +$3.99K +158 +1%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$222K +$2.32K +92 +0.9%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$190K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$189K -$1.37M -54,193 -85%
Morgan Stanley
25
Morgan Stanley
New York
$117K -$283K -11,234 -66%

ATLO Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2020, worth a combined $140M — up 106% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ATLO positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $32.1M. The largest seller was Royce & Associates, cutting an estimated $1.59M.

  • 44 institutional investors held AMES National (ATLO) as of Q1 2020, up from 43 in Q4 2019.
  • Funds reported $140M of AMES National stock for Q1 2020, up 106% quarter-over-quarter.
  • 4 funds opened new AMES National positions in Q1 2020 and 2 closed out, a net change of +2 holders.
  • The largest AMES National buyer in Q1 2020 was Victory Capital Management, an estimated $32.1M added.
  • The largest AMES National seller in Q1 2020 was Royce & Associates, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2020.