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AMES National

44 hedge funds and large institutions have $45M invested in AMES National in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

13% more funds holding

Funds holding: 3944 (+5)

0.74% more ownership

Funds ownership: 23.63%24.37% (+0.74%)

0% more capital invested

Capital invested by funds: $44.8M → $45M (+$188K)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
23
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$10.9M -$4.54M -194,195 -27%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.11M +$871K +37,304 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.11M +$423K +18,120 +8%
BlackRock
4
BlackRock
New York
$2.6M +$22.4K +957 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.8M +$23 +1 +0%
Millennium Management
6
Millennium Management
New York
$1.76M +$626K +26,792 +46%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.39M -$343K -14,700 -18%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.09M +$718K +30,728 +141%
Morgan Stanley
9
Morgan Stanley
New York
$991K +$321K +13,736 +41%
State Street
10
State Street
Massachusetts
$841K +$39.7K +1,700 +4%
LPL Financial
11
LPL Financial
California
$817K -$7.87K -337 -0.9%
CPSC
12
Carl P. Sherr & Co
Massachusetts
$758K -$65.2K -2,793 -7%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$697K +$28K +1,200 +4%
Jane Street
14
Jane Street
New York
$690K +$775K +33,181 New
PAIM
15
Punch & Associates Investment Management
Minnesota
$655K +$736K +31,500 New
RC
16
RBF Capital
California
$624K
Two Sigma Investments
17
Two Sigma Investments
New York
$612K -$142K -6,060 -17%
IA
18
IFG Advisory
Georgia
$477K +$536K +22,952 New
Northern Trust
19
Northern Trust
Illinois
$443K -$6.38K -273 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$425K -$7.47K -320 -2%
BCM
21
Bridgeway Capital Management
Texas
$394K +$190K +8,120 +75%
JP Morgan Chase
22
JP Morgan Chase
New York
$392K +$440K +18,839 +376,780%
Goldman Sachs
23
Goldman Sachs
New York
$388K +$436K +18,663 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$316K +$141K +6,027 +66%
Bank of America
25
Bank of America
North Carolina
$285K +$236K +10,098 +279%

ATLO Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AMES National (ATLO) for Q1 2023, worth a combined $45M — up 0.42% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ATLO positions and 2 closed out — a net gain of 5 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, adding an estimated $871K. The largest seller was Fourthstone LLC, cutting an estimated $4.54M.

  • 44 institutional investors held AMES National (ATLO) as of Q1 2023, up from 39 in Q4 2022.
  • Funds reported $45M of AMES National stock for Q1 2023, up 0.42% quarter-over-quarter.
  • 7 funds opened new AMES National positions in Q1 2023 and 2 closed out, a net change of +5 holders.
  • The largest AMES National buyer in Q1 2023 was Vanguard Group, an estimated $871K added.
  • The largest AMES National seller in Q1 2023 was Fourthstone LLC, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2023.