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AMES National

39 hedge funds and large institutions have $44.8M invested in AMES National in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

6% more capital invested

Capital invested by funds: $42.3M → $44.8M (+$2.5M)

2.43% more ownership

Funds ownership: 21.2%23.63% (+2.4%)

0% more funds holding

Funds holding: 3939 (0)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$17M +$9.27M +407,978 +131%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.46M -$60.4K -2,658 -0.7%
BlackRock
3
BlackRock
New York
$2.92M +$8.59K +378 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.04M -$4.04K -178 -0.2%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.93M +$188K +8,255 +11%
Millennium Management
6
Millennium Management
New York
$1.36M -$718K -31,629 -35%
LPL Financial
7
LPL Financial
California
$936K -$4.36K -192 -0.5%
CPSC
8
Carl P. Sherr & Co
Massachusetts
$926K +$2.43K +107 +0.3%
State Street
9
State Street
Massachusetts
$914K +$36.5K +1,609 +4%
Two Sigma Investments
10
Two Sigma Investments
New York
$838K +$295K +13,000 +58%
Morgan Stanley
11
Morgan Stanley
New York
$800K +$269K +11,855 +54%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$763K +$288K +12,700 +65%
RC
13
RBF Capital
California
$708K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$685K -$80.4K -3,541 -11%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$516K +$496K +21,835 New
Northern Trust
16
Northern Trust
Illinois
$510K -$386 -17 -0.1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$490K -$652K -28,684 -58%
FG
18
Foster Group
Iowa
$306K +$2.25K +99 +0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$297K
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$292K -$68.9K -3,032 -20%
BCM
21
Bridgeway Capital Management
Texas
$255K
Man Group
22
Man Group
United Kingdom
$229K +$220K +9,697 New
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$216K +$208K +9,154 New
VIA
24
Virtus Investment Advisers
Connecticut
$126K +$121K +5,324 New
Bank of America
25
Bank of America
North Carolina
$85.4K +$204 +9 +0.2%

ATLO Hedge Fund Activity: Q4 2022 in Review

39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q4 2022, worth a combined $44.8M — up 5.9% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ATLO positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $9.27M. The largest seller was Stadium Capital Management, exiting entirely with an estimated $4.22M sold.

  • 39 institutional investors held AMES National (ATLO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $44.8M of AMES National stock for Q4 2022, up 5.9% quarter-over-quarter.
  • 6 funds opened new AMES National positions in Q4 2022 and 5 closed out, a net change of +1 holder.
  • The largest AMES National buyer in Q4 2022 was Fourthstone LLC, an estimated $9.27M added.
  • The largest AMES National seller in Q4 2022 was Stadium Capital Management, an estimated $4.22M sold.

Based on aggregated 13F filings for Q4 2022.