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AMES National

42 hedge funds and large institutions have $45.1M invested in AMES National in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 4442 (-2)

14.43% less ownership

Funds ownership: 39.5%25.07% (-14%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

68% less capital invested

Capital invested by funds: $140M → $45.1M (-$94.8M)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.7M -$26.3K -1,348 -0.2%
RA
2
Royce & Associates
New York
$8.36M -$1.22M -62,628 -13%
SCM
3
Stadium Capital Management
Connecticut
$3.56M +$272K +13,896 +8%
State Street
4
State Street
Massachusetts
$3.39M -$375K -19,166 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.82M +$6.12K +313 +0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$2.73M -$29.3K -1,500 -1%
Northern Trust
7
Northern Trust
Illinois
$2.15M +$30K +1,536 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.12M +$73.1K +3,739 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.94M +$44.4K +2,270 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.32M -$58.1K -2,971 -4%
N
11
Nuveen
North Carolina
$624K -$48K -2,454 -7%
Wells Fargo
12
Wells Fargo
California
$478K +$104K +5,297 +28%
Charles Schwab
13
Charles Schwab
California
$438K +$22.3K +1,142 +5%
Franklin Resources
14
Franklin Resources
California
$421K +$428K +21,881 New
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$384K -$5.86K -300 -2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$336K +$15.6K +800 +5%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$296K
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$294K -$65.2K -3,335 -18%
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$276K
JP Morgan Chase
20
JP Morgan Chase
New York
$188K -$137K -7,017 -42%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$184K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$182K -$840 -43 -0.5%
Morgan Stanley
23
Morgan Stanley
New York
$156K +$42.9K +2,196 +39%
AIG
24
American International Group
New York
$106K +$2.29K +117 +2%
Barclays
25
Barclays
United Kingdom
$97K +$38.5K +1,969 +67%

ATLO Hedge Fund Activity: Q2 2020 in Review

42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q2 2020, worth a combined $45.1M — down 68% from $140M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ATLO and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was Franklin Resources, opening a new position worth an estimated $428K. The largest seller was Victory Capital Management, exiting entirely with an estimated $91.4M sold.

  • 42 institutional investors held AMES National (ATLO) as of Q2 2020, down from 44 in Q1 2020.
  • Funds reported $45.1M of AMES National stock for Q2 2020, down 68% quarter-over-quarter.
  • 4 funds opened new AMES National positions in Q2 2020 and 6 closed out, a net change of -2 holders.
  • The largest AMES National buyer in Q2 2020 was Franklin Resources, an estimated $428K added.
  • The largest AMES National seller in Q2 2020 was Victory Capital Management, an estimated $91.4M sold.

Based on aggregated 13F filings for Q2 2020.