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AMES National

46 hedge funds and large institutions have $61.2M invested in AMES National in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

11% more capital invested

Capital invested by funds: $55M → $61.2M (+$6.11M)

2% more funds holding

Funds holding: 4546 (+1)

1.09% more ownership

Funds ownership: 25.18%26.27% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
19
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$17M +$1.1M +45,276 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.91M +$130K +5,340 +1%
SCM
3
Stadium Capital Management
Connecticut
$5.36M +$1.01M +41,578 +25%
State Street
4
State Street
Massachusetts
$4.16M -$242K -9,929 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.56M +$598K +24,546 +21%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.18M -$85.3K -3,499 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.17M +$520K +21,341 +21%
RA
8
Royce & Associates
New York
$3.05M
Northern Trust
9
Northern Trust
Illinois
$2.3M -$233K -9,580 -10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.5M -$8.06K -331 -0.6%
N
11
Nuveen
North Carolina
$913K -$33.7K -1,385 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$790K +$79.2K +3,251 +12%
Charles Schwab
13
Charles Schwab
California
$768K +$215K +8,809 +42%
LPL Financial
14
LPL Financial
California
$532K -$3.22K -132 -0.6%
WI
15
WBI Investments
New Jersey
$522K +$204K +8,366 +69%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$469K -$1.36K -56 -0.3%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$368K -$11.5K -470 -3%
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$339K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$322K +$10.2K +417 +3%
Bank of America
20
Bank of America
North Carolina
$317K +$175K +7,179 +138%
FG
21
Foster Group
Iowa
$315K +$2.07K +85 +0.7%
AllianceBernstein
22
AllianceBernstein
Tennessee
$287K -$75.5K -3,100 -22%
Invesco
23
Invesco
Georgia
$284K +$270K +11,095 New
FCFC
24
First Citizens Financial Corp
Iowa
$256K
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$251K +$1.27K +52 +0.5%

ATLO Hedge Fund Activity: Q1 2021 in Review

46 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2021, worth a combined $61.2M — up 11% from $55M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ATLO positions and 1 closed out — a net gain of 1 holder — while 19 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.1M. The largest seller was Morgan Stanley, cutting an estimated $539K.

  • 46 institutional investors held AMES National (ATLO) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $61.2M of AMES National stock for Q1 2021, up 11% quarter-over-quarter.
  • 2 funds opened new AMES National positions in Q1 2021 and 1 closed out, a net change of +1 holder.
  • The largest AMES National buyer in Q1 2021 was BlackRock, an estimated $1.1M added.
  • The largest AMES National seller in Q1 2021 was Morgan Stanley, an estimated $539K sold.

Based on aggregated 13F filings for Q1 2021.